Services

Below is a summary of the services I provide. If you are in need of a service that you don't see listed below, please contact me to see what I can do for your business and we can work together to come up with a plan that fits your needs.
  • WEEKLY/MONTHLY
    • This is the most popular service. It's perfect for small business owners who want to regularly track their business performance to see how their business is performing on a weekly/monthly basis so they can make critical decisions. By knowing exactly where your money is being spent and how much revenue you are realizing, you can make critical decisions to grow your business. Banks and some franchise agreements require monthly financial reports, which we can provide if we are doing your bookkeeping.
    Services consist of weekly or month-end bookkeeping, which includes the following:
    • Weekly/Monthly accounting of all business expenses
    • Weekly/Monthly accounting of sales and deposits
    • Monthly bank reconciliations of business bank accounts
    • Monthly financial reports: Income Profit and Loss Statement and Balance Sheet
  • QUARTERLY
    • This service is perfect for small business owners who do not require monthly bookkeeping, but want to keep track of their business on a somewhat regular basis so they can make critical decisions. Businesses that have loans and are sometimes required to provide their financial institution with quarterly financial reports. Additionally, this service should be a minimum requirement if you have payroll to compute and pay quarterly payroll taxes.
    Services consist of quarterly bookkeeping, which includes the following:
    • Quarterly accounting of all business expenses
    • Quarterly accounting of sales and deposits
    • Quarterly bank reconciliations of monthly bank statements
    • Quarterly financial reports: Income Profit and Loss Statement and Balance Sheet
  • YEAR-END
    • This CATCH-UP plan is designed for small business owners who need to bring their books up to date mid-year or those who have not done any bookkeeping throughout the year so they can complete and file their year-end income tax returns.
    Services consist of year-end bookkeeping, which includes the following:
    • Accounting of all business expenses for entire year
    • Accounting of sales and deposits for entire year
    • Bank reconciliation of business bank accounts for entire year
    • Year-end financial reports: Income Profit & Loss Statement and Balance Sheet
  • OTHER SERVICES
    • Process year-end 1099's
    • Notary Public
      • I can assist you in forming the following:
      • D/B/A
      • Limited Liability Company
      • Corporation
My process is streamlined and involves these steps:
  1. You send your week/month-end documents (bank statements, check ledger, receipts, invoices, etc.) to me via email, mail or hand deliver
  2. I input and process all data onto my accounting system.
  3. I make any necessary classifications, adjustments and reviews.
  4. I complete and then provide you with professional financial reports for the month.
If you have any questions concerning your reports or your account, simply call or email me and I will promptly answer all your questions.
PAYMENT TERMS
Call or e-mail to discuss fees (forms, envelopes, postage, etc. are extra).
Payment for monthly and quarterly services is due upon receipt of invoice. A 50% deposit for annual bookkeeping is due before the work has begun with the balance due upon completion and delivery of work. Payment for all other services is due at the time the service is provided. All invoices will be emailed. All payments thirty (30) days past due will be subject to a 10% late fee.
Mileage charges will be assessed on a case by case basis, if necessary.