CHASE & ASSOCIATES

Nationwide Web Based Online Tax Service Specializing In Individual & Corporate Taxation


Bookkeeping


WE HATE BOOKKEEPING TOO!

But it’s a necessary EVIL

Our moto is

Keep it Simple!

Please talk to us before you spend money
on a bookkeeping software subcription

Don’t buy Quickbooks when Quicken will do the Job

If you would like us to do your bookkeeping follow these steps:

Select a Checking Account that:

 Retains transactions & check copies for at least 18 months.

Allows you to add a limited access user
Allowing us to view & download transactions only

Use this checking account ONLY FOR BUSINESS

Pay by credit card when possible

Use online BillPay when possible

Handwrite checks only if no other payment method is an option

Select a Credit Card that:

 Retains transactions for at least 18 months

Allows you to add a limited access user
Allowing us to view & download transactions only

Offers Cash Back

Use this Card ONLY FOR BUSINESS

If you do select a bank &/ or card that does not offer
the limited access user option

Or you don’t feel comfortable
granting access to your bank acct

You can send us a full year quicken download file
in the Web Connect (QFX) format
and we will complete your P&L