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 motto is

Keep it Simple!

Please talk to us before spending money
on a bookkeeping software subscription

Don’t spend money on Quickbooks when Quicken will do the Job, Better yet don’t buy any bookkeeping software at all. Instead, sent us you year end bank downloads and let us do the work. Fees starting as low as $300 a year.

We can EASILY do your bookkeeping if you follow these simple guidelines:

Select Checking & Credit Card Accounts that Retains transactions for at least 18 months:

 To save work & bookkeeping fees, set up and use separate accounts for business and personal, try not to mix.

Pay by credit card when possible

Use your banks online Bill-pay to send checks to payees.

Use Zelle when possible. Paypal, Venmo may also work.

Only use Computer and/or Handwritten checks if no other payment method is an option. Bank downloads omit payee information on checks and will require extra work.

At year end, send us a (January 1 to December 31) quicken download files in the Web Connect (QFX) format. We can walk you through this or you can add us as a limited access user and we will download the transactions for you.

We understand you may also need Invoicing and/or payroll. These can be separate stand alone products, and should not be compiling reasons to purchase Quickbooks or any other accounting package. Maintaining bookkeeping on these accounting packages will require a lot more work and expense. In our opinion, with modern online banking and payment methods these accounting packages are no longer the simplest way to compile your year end information.