Often clients only need us to come in to do the monthly reconciliation and tax processing while they handle the bank deposits and small amount of vendor bills themselves. That can help keep the costs down as well, several accounts just take us a couple hours a month to provide financial reports.
A second set of clientele prefers that we handle the payables and or the receipts/deposits being made. In this case we’ll come into your place of business process any income, pay bills, keep you abreast of the bank balance and take care of anything else you might need. Every one of our team members is adept with Excel, Word, all the typical office software. We bill hourly for all our services, it seems fairest and we do not charge for travel time.
We also service those who prefer to hand off a box at years end or just need a final review and year end paperwork done.
Some clients prefer to use us on a
task specific basis, such as:
- reviewing and explaining your Financial Reports
- answering any question you can’t figure out
- helping to layout a chart of accounts
- sales tax
- collections
- HR compliance
- Subcontractor prequalification and tax laws
- reconciling your bank statement
- establishing accurate pricing
- understanding overhead
- establishing a correct Owners Draw amount
- payroll taxes
- linking to other software/aps
- linking bank accounts to Quickbooks
- setting up merchant services
- information on industry standards/cost of goods ratios
- temporary support while someone is on leave
- understanding proper receipt keeping with cash vendors
- proper record keeping of your meals receipts