You call me for your free consultation. We meet to talk about your bookkeeping needs, review the packages, and customize a perfect fit for you. The next day you'll receive an estimate outlining services and price. Once you okay the estimate, we'll get started.
Gather up the most recent 2 months of bank and credit card statements, sales data, and payroll records. We'll also review your accounting software and financial statements.
I can set up a QuickBooks account for you at my office, and provide you with hard copies of the data. Or I can set you up with Online Quickbooks, giving us both access to the accounting.
Monthly (or weekly) Package: For small businesses that need regular services for bill paying, invoicing, bank & credit card reconciliation, payroll, tracking sales/expenses, bank & credit card reconciliation, and financial reports. I will pick up and drop off your records at your convenience, or I can work in your office. Meetings as needed, and unlimited phone/email support. At year-end everything will be prepared for your tax accountant.
Quarterly Package: For very small businesses or startups that have minimal activity. Each quarter receipts & records will be picked up, data entered into the accounting software, bank & credit card statements reconciled, and financial reports prepared and analyzed. Quarterly meetings to review reports & answer questions. At year-end everything will be prepared for your tax accountant.
Annual Catch-up: For clients who are behind on their bookkeeping. I'll quickly gather the data, enter it into your accounting software, reconcile accounts, and prepare reports to take to your tax consultant.
Learn more about our Rates & Pricing >
Yes, as well as the filing of all quarterly & annual payroll taxes, electronically.
I don't prepare tax returns, but do work closely with several CPAs and licensed tax consultants, and can deliver the completed year-end reports to them so the cost of your tax return is minimized.
Yes! As well as W-9s, W-2s, personal property tax returns, annual Saif reports, and a variety of other government forms.
Call us today at 971-230-8587.