CHASE & ASSOCIATES TAX SERVICE

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

Bookkeeping

WE HATE BOOKKEEPING TOO!

But it’s a necessary EVIL

Our motto is

Keep it Simple!

Do not waste your valuable time and money on QuickBooks, Quicken, etc.

We have developed our own simple bookkeeping system that integrates with your bank’s online banking/billpay.

Our Software works with the FREE Wave App.

Fees starting as low as $400 a year.

Profit & Loss Statements can be prepared Monthly, Quarterly or Annually

We recommend you follow these guidelines to help keep it simple, but not required:

  • Select Checking & Credit Card Accounts that Retain transactions for at least 18 months.
  • Select a Bank that is associated with Zelle.
  • Select Credit Cards that offer Cash Back.
  • Use separate bank accounts and credit cards for the business.

  It does not matter to us if these separate bank accounts and credit cards are in the business name or your name. Most banks charge more if the account is in the business name.

Most online vendors like Amazon, Ebay, etc. allow you to add more than one credit card. You can add one for business and one for personal.

However, if you find it easier to just use one account for business & personal that’s fine with us, we can sort it out.

  • Pay by credit card and earn cash back when possible

  • Use Bill-pay or Zelle in place of your handwritten or printed checks when possible.
  • Only write or print checks when your banks bill pay is not an option.

  • However, if you still prefer to use your checks over your banks bill pay. That’s fine, it will just require a little more work.
  • We can also work with most other services like Venmo & Paypal, but requires a little more setup.
  • Link all your bank, credit card, Venmo accounts you use for business to the FREE Wave App.

  • Alternatively, you can send us your bank downloads, but there are many advantages to the Wave App.
  • We will talk you through all of this when you are ready.

We understand you may also need Point of Sale, Invoicing and/or payroll. And you can still use your accounting software for these standalone tasks without their bookkeeping integration. In our opinion, maintaining an accurate set of books on these accounting packages requires a lot of work and expertise and is best delegated to us.

Alternatively, there are standalone Invoicing, payroll, and other products that may suit your needs. And at much lower cost point than QuickBooks or other complete accounting package.

Please contact us to go over your options