We have been "Taming Beans" for 11 years!
The Fine Print:
Currently I am not offering payroll service, but payroll entry from a payroll service or assistance to submit data to a payroll service is okay.
Full tax service is currently not available, but I can get your company data ready so required information from Financial statements is easy to plug into tax forms by you, a tax accountant, or your CPA. I can effectively research the web and the IRS website to answer many tax concerns. However, if you seek tax planning advice please see a tax accountant.
I can come to your place of business &/or remote into a company server to do work for clients that live further away. At this time I have no plans to deal with foreign currency issues or accounting policies outside of the United States of America. Not for profit accounting is also not something I am doing at this time.
Free Consultation to see if we agree that what you need is what I'm offering.
All information you share with me is considered privileged and will not be shared except if legally required, such as a court order. When you call please leave a voicemail explaining who you are and what you are seeking. If you call and do not leave a message I will not know who to call back.
Services include but are not limited to
Company set up and online help:
EIN and vendor licences set up and online tax payments for:
Sole Proprietorships
Small Partnerships
Small Companies
with attention to Ohio CAT tax, sales use tax and self employment taxes
I can also assist with filing articles of incorporation for Ohio
Bookkeeping with QuickBooks or Peachtree:
Accounts Payable (collecting and matching paperwork, questioning bills if needed, entering and paying per company guidelines)
Accounts Receivable (quoting/invoicing customers, receiving payments, recording deposits)
Capitalization and Depreciation of Assets
General Journal entries
Communicating with vendors/customers (on phone, in person, or written correspondence)
Bank Reconciliations
Financial Statements (& helping you understand them)
Getting books ready to see your tax accountant or CPA firm for year end closing entries
Reports and Analysis to make raw data useful:
Financial Statements :
In Peachtree and QuickBooks running the reports are a matter of menu functions. Once you run a report you see
a bottom line, but what does it mean? The statements can be summarized, be a basis for investigating different
aspects of where your money is going, and represent the tip of the iceberg for reports that help you understand the
condition of your business.
Break Even Numbers and Budgeting :
I can take into account many factors to help you project your break even numbers which analyze projects and budgets
allowing for projection of future budgeting needs.
Cost Analysis :
Calculating job costing and productivity of individual employees or projects can be a basis for assessment or review
of performance.
Overall Need Assessment:
I can help you determine your accounting needs, implement Peachtree or Quickbooks and together we can decide if
you need intermittent accounting help or something more regular.
After working with you I can also suggest things you may want to track in your accounting records, reports you may need
or determine how to calculate other cost analysis you may have in mind for your business.