SERVICES FOR BUSINESSES

Accounting and Bookkeeping

For our business clients, we provide services such as bookkeeping, business sales and excise tax compliance, accounting system setup and consulting, and other services customized to each client’s specific needs

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

QuickBooks Accounting Help and Assistance

OUR ACCOUNTING SERVICES

  • Payroll services involve calculating employee wages, taxes, benefits, and deductions accurately. Bookkeepers ensure that employees are paid correctly and that payroll taxes are filed on time.

  • Accountants and bookkeepers generate financial statements such as income statements, balance sheets, and cash flow statements. These reports provide a snapshot of the company's financial health and performance.

  • Bookkeepers assist in organizing financial data and records required for tax preparation. They help ensure compliance with tax regulations and provide the necessary information to accountants or tax professionals.

  • For businesses with inventory, bookkeepers keep track of inventory levels, update inventory records, and reconcile any discrepancies between physical counts and recorded quantities.

  • The general ledger is a record of all financial transactions in chronological order. Bookkeepers maintain and update the general ledger to provide a comprehensive overview of the company's financial activities.

  • This service involves the accurate entry of financial transactions into accounting software. It includes recording details such as sales, expenses, invoices, and receipts.

  • Bank reconciliation involves comparing the company's recorded transactions with the bank statements to ensure that they match. Any discrepancies are identified and resolved.

  • This service involves managing the company's payable accounts, including tracking invoices, ensuring timely payments to vendors, and maintaining a record of outstanding debts.

  • This service focuses on tracking customer invoices, following up on payments, and managing the collection process to ensure the company receives payments for products or services rendered.

  • Bookkeepers track and categorize various business expenses, including office supplies, utilities, travel, and entertainment, to help monitor and control costs.

Request an Appointment

In 30 minutes, we can get a brief overview of your goals and needs, then connect you with a financial planner committed to helping you pursue generational wealth.

360-443-9993