We can take over this process for you, if you need and your budget allows. We can record all transactions from your bank(s), credit card(s), loan(s), merchant(s), etc. into Quick Books Online. We can reconcile all your accounts and build your financial reports. Not only will this position you toward the easiest tax year you have ever had, but it will also afford you the ability to look at your books for the year trending by month, so you can see in a snapshot how your year is shaking out.
How cool is that?
Knowing about an issue before there is a problem, how novel.
So maybe you need less help, that is OK. Or, maybe your budget simply does not have room for our full-service bookkeeping. That is OK too. Many accountants and bookkeepers hold their expertise close and do not share “secrets” with their clients for fear of losing them. We don’t believe in that. We are not afraid to show you how to do our “job” and to continue to help you along the way. Think of us as your “safety net”. You do the day-to-day work, we remain available for continued training & consulting as needed. We also check in periodically to ensure that everything looks OK and passes the “smell test”.
Unfortunately, we cannot guarantee your financials wills be 100% free of errors and omissions, but we can identify issues and help you correct them. Otherwise those issues can become costly for a CPA to identify & clean up during tax time. Or worse, under audit.
So maybe full-service bookkeeping is too much, and assisted bookkeeping is too little for your needs & your budget.
OK Goldilocks let’s get it “just right”.
You need something in-between; we can do too.
Simply call us (consultations are free)
and we can work out the right fit and price for you.
Do you have employees?
We can offer solutions that can automate and improve your payroll situation.
We do not offer payroll services per say, but we can get you set up with a full-service payroll company, and train you on it.
What does that mean anyway?
Imagine you simply process payroll (enter in the total
hours/pay for all employees & hit a button), people get paid direct deposit, taxes are taken out right then & there, your payroll reports are filed for you, and your payroll taxes are paid on your behalf.
You don’t event have to file W-2s at year end. Just hit a button.
Ah, the possibilities.
If you work with a business or a person (your vendor) throughout the year and you pay them over
$599.99, then you may need to issue a 1099 at year end.
This can be touchy subject for your vendor, but
you need to have a W-9 on file for each vendor
(before you pay them, even if they are a corporation)
so you can comply with the law.
We can e-file your 1099s at year end
& mail them to your vendor(s) directly.
A little help please, what is KPI anyway and why do I care? KPI stands for Key Performance Indicator.
This means that you can go past the standard financial reports and identify what things are important to your business and you can measure them.
This goes for both financial and non-financial metrics.
You can even compare them to your
industry to see how you are
faring against your “competitors”.
Contact us if you are interested in learning more.