To ensure comprehensive management of all your accounting and bookkeeping services, please set up online access (view or read-only) for all relevant a...
Skipping steps or inaccurately recording payments and deposits can lead to serious consequences, including the risk of doubling your income on paper c...
An employee performs work for you under your direct or indirect supervision, during hours that you specify and conditions you control. You also withho...
If you maintain an ending balance, your Bank Reconciliation will include any adjustments you need to make. When you receive your bank reconciliation i...
After entering all transactions for the month, you will need to send us your QuickBooks file. Please do not make any changes to prior periods after se...
We use a standard chart of accounts that can be modified to fit your individual needs.
If you are using a manual bookkeeping system, we will have you...
For Paper Statements:
In order for us to better serve you, we ask that you sign a Bank Statement Change of Address Authorization Form. (See Appendix ...
Bank statements, all cancelled checks and bank deposit records should be kept for three years. Cancelled checks for taxes and contracts should be reta...
Electronic transactions include electronic bill payment systems and vendor generated debits to your account. Details for these transactions need to be...
You must use a separate business credit card for business purchases. Do not use your personal credit card. The IRS does not approve of mixing business...
If you are an accrual basis taxpayer or need accounts payable listed on your financial statements for your bank, you must provide us with a list of yo...
Expense reports are used to account for and record business expenses paid personally. This would include business expenses paid by personal cash, from...
