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.
Simply send us your year-end bank downloads and let us do the work. Fees starting as low as $300 a year.
We can EASILY prepare your year end reports, if you follow these simple guidelines:
Select Checking & Credit Card Accounts that Retain transactions for at least 18 months:
To save work & bookkeeping fees, set up and use separate bank & credit card accounts for business and personal, try not to mix.
Pay by credit card when possible
Use your banks online Bill-pay/ Zelle to send payments.
Use Computer and/or Handwritten checks ONLY if no other payment method is an option.
Bank downloads do not include payee information on checks and will require extra work. Therefore, checks should only be used if no other payment option is available
We understand you may still need to write some checks, that’s okay, just make sure your bank statements include check copies so we can add the payee information. You may need to add this feature to your account.
At year end, download and send us your January 1 to December 31 bank download file in a (CSV) Comma-separated Value format for each bank and credit card you use for business. We can walk you through this or you can add us as a limited access user, and we will download the transactions for you.
Our reports can also be prepared quarterly, if you prefer.
We understand you may also need Invoicing and/or payroll. These can be separate standalone products and should not be a compelling reason to purchase QuickBooks or any other accounting package. 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.