We focus on one thing and doing it right. We do process and file your quarterly tax deposits(withholdings) as schedule if you enroll in payroll services. However, we do not handle end-of-year tax services for businesses. We do not provide financial advice or perform audits, reviews or compilations as these tasks should be performed by a CPA.
We do assist and coordinate these functions with your current CPA to ensure that they have the necessary information to prepare these for you
We do perform tax services for W2 salaried (non-business) individuals
Absolutely. If you are like most of us, your accounting records are probably in an unlocked file cabinet, stored on your computer or sitting on a desk somewhere. Security is our top priority and we have partnered with the most trusted and secure security development companies to provide and deliver advanced cloud data protection. We utilize 256-bit SSL encryption enabling clients to verify authenticity and to securely communicate with data servers. We partner with industry experts in cloud security such as Citrix, DropBox and Intuit and uphold data compliance standards.
NO. In fact, wetake guidance from your current CPA. While we do handle individual(personal tax returns) we do not handle business returns. Our job is to prepare all of your data for your CPA so that the transition at year-end sails smoothly. Your CPA does not need to be concerned that we are here to replace them. We value your relationship with your CPA, look forward to building a professional relationship with your CPA and strive to enhance your record keeping so that your CPA can better make informed decisions for you and your business. Furthermore, we eliminate the frustration of which can arise between the CPA and the client due to inadequate bookkeeping. Often times, a client believes they are charged too much by the CPA for simple bookkeeping services, and the CPA cannot charge full value for his or his staff’s time for bookkeeping services.
Noone can access your data aside from yourself and your bookkeeping team unless you expressly give permission for another individual to do so. In many cases, we may set restrictions on the access and editing rights of someone who you would like, and give permission, to view your books.
Yes, of course and always 100% of the time. You decide who gets paid and when, and maintain absolute control and say over all decisions.
Your dedicated team of experienced professionals who are all USA based will be managing your bookkeeping for you. We are experts in the latest cloud technologies and the operations of various business types across wide arrays of industries. Each member of your team undergoes a rigorous background process, criminal report and drug-screening process so you can be rest-assured you are in the best hands.
We do not currently do sales tax calculations or filing, but we can recommend some tax tools that can help you. Whenever you make a sale, you will need to collect sales tax as outlined by State and Federal governments. If you prefer, with access to online invoicing and inventory, you will easily be able to track sales tax.
We help you by managing your invoice reconciliation process and revenue tracking. However, we don’t send invoices to your clients on your behalf. We can set you up to do electronic invoicing on your own at no additional cost.
If you would like for us to do invoicing for you, contact your team and inquire on our affordable Invoicing Add-On.
Yes, we sure do! It is one of our Add-on services and can affordably be added to your plan. Just contact your team for more information or to add Bill-Pay
Your team is experienced in a variety of accounting softwares and in many circumstances will work with you to make arrangements if you specifically prefer one over another. We recommend Quickbooks Software.
Our Accounting Team Lead supervisor is a former Intuit Professional Advisor who maintains registered certification. Our general experiences with Quickbooks have proven to work best. If you prefer not to handle software at all, you may also receive “Ghost Reporting”, where we securely send you access to all of your reports in PDF format.
No, you don’t have to. We may either begin where you left off, or we can give you an estimate for Catch-Up. Your team will setup your industry-specific general ledger specific to the solution that best fits your needs.
Small businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for bookkeepers to securely access their clients books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the local, community bookkeeper by default.
Contrary to popular belief, accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:
- Compiling data on a daily basis
- Categorizing expenses in the general ledger
- Reviewing the general ledger for accuracy
- Reconciling bank statements against the general ledger
- Generating financial statements
Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:
- Analyzing the company’s financial data
- Preparing income tax returns
- Providing tax planning advice
Some bookkeepers are accountants. However, not all accountants are CPAs. CPAs primarily offer financial advice, perform audits and compilations.
Your dedicated bookkeeping team services your account, masters your unique process and is responsible for day-to-day servicing. Your team is experienced, certified and supervised by an Intuit Professional Advisor.
Your team members are rigorously examined and a background check and drug testing is administered as part of our onboarding process, so you can be rest assured your team members are qualified and trustworthy.
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