We take care of catching up your books from previous periods; download and coding of transactions, reconciliation to bank. Quarterly analyze chart of accts, profit & loss stmt, balance sheet, transactions and QBO setup to re-categorize entries, make journal entries, and reconcile accts. Ongoing bookkeeping services: entering/coding bank/card transactions, journal entries needed, bank/card stmt reconciliations.
Customer, vendor and employee additions and maint. If you would like us to manage your payroll for you including payroll taxes, we can acccomodate you. Includes QB Time software for time tracking. Basic reporting of quarterly profit & loss statement, balance sheet, cash flow statement as well as accounts payable/receivable listings as needed.
Customer, vendor and employee additions and maint. If you would like us to manage your payroll for you including payroll taxes, we can acccomodate you. Includes QB Time software for time tracking. Basic reporting of quarterly profit & loss statement, balance sheet, cash flow statement as well as accounts payable/receivable listings as needed.
Services
Knowing your debt to income ratio is an important measure in determining your ability to get a loan. Determine how much income you need to qualify for a mortgage and how different interest rates affect your required income. Figure out how much emergency savings you may need, and how you can begin saving toward this important goal.
TIME - Would you rather be entering expenses, checks, bills, reconciling statements, running payroll, etc. or making company decisions, working with customers, making your business run efficiently and profitably. Do you want to hire, train, manage, pay benefits to, provide office space to and resource technology or pay a qualified firm to handle it and possibly help you with your company growth?.
We value price for our clients. Value pricing is us together defining the services you as a client need us as your provider to perform, and us together agreeing on a price that represents our expertise and abilities as the value you place on those services.
As you have seen under Services, our services range from a little help and expertise to a full bookkeeping engagement with initial set-ups, payroll services, required software and advisory services.The amount of these services required as well as the size and complexity of your business will factor into the amount of value you recognize in our services and the price you are willing to pay to have those services performed for you.
As you have seen under Services, our services range from a little help and expertise to a full bookkeeping engagement with initial set-ups, payroll services, required software and advisory services.The amount of these services required as well as the size and complexity of your business will factor into the amount of value you recognize in our services and the price you are willing to pay to have those services performed for you.
Reviews (2)
Debra Scano
Nov 07, 2020
Report
Jesse Cheng
Oct 10, 2020
Report
Doug does tremendous work and makes filing taxes; tracking income and expenses; and keeping track of all my corporate entities effortless. He is excellent with Quick Books and Hubdoc so everything is documented. He works seamlessly with my CPA too. I love his personalized service and corporate background. His reports are extremely helpful for retirement planning and he can help project expenses (and income) into the future. He is extremely honest and provides good value for his work. I highly recommend using him.
