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At Joe accounting services, we recognize that all companies are different, and we custom design the bookkeeping services we
provide to meet your individual needs. The three levels of bookkeeping services described below serve as starting points to
help you determine the level of bookkeeping services you require.
Very Basic Bookkeeping Services
A list of the Very
Basic Bookkeeping Services we provide follows:
• Input Transactions: We enter all your transactions into a QuickBooks
file on a monthly basis.
• Assign Items to Appropriate Accounts: We assign all transactions to appropriate income and
expense accounts.
• Reconciliation of Bank Statements: Your bank statements can be mailed directly to Joe accounting services.
for reconciliation.
• Financial Statements: Joe accounting services. will provide monthly financial statements for your
review as part of our basic bookkeeping services package.
• Assist with cost control: Based on our experience working
with many customers, we will let you know if you appear to be paying too much for specific items or services.
• Online
Access: We will provide you with online access to all your accounting information and reports.
• Year End Reports for
Your Accountant: We will provide your accountant with the information they need to quickly and inexpensively prepare your
taxes.
Basic Bookkeeping Services
Basic Bookkeeping Services include all services listed under Very Basic Bookkeeping
Services plus the following:
• Accounts Payable: We prepare your checks for signature and send them to you to sign and
mail out.
• Accounts Receivable: Joe accounting services. will invoice your customers and manage collection as necessary.
Joe accounting services. can receive your payments and deposit them directly into your bank account.
• Payroll: Joe accounting
services. will manage your payroll and maintain your payroll records.
• Assist with Cash Management: We will prepare collection
letters for you to sign and send to your customers, and we will make sure your bills are paid on-time, but no earlier than
necessary.
• Vendor and Customer Files: We will maintain vendor and customer files for all those you do business with.
Enhanced Bookkeeping Services
Enhanced Bookkeeping Services include all Basic Bookkeeping Services plus custom reports
that enable you to better analyze your revenue and expenses and quarterly budget reviews. Examples of some of the services
you can receive with Enhanced Bookkeeping Services follow:
• Budgeting: We will work with you to accurately forecast future
revenue and expenses.
• Custom-Designed Reports: We will prepare custom-designed reports that provide you with the information
you need to manage your business better. Samples of some of the reports we might provide include:
o Budget vs. Actual:
Joe accounting services. can provide you with a monthly budget vs. actual report so you can see how you are doing against
your projections.
o Customer Reports: Joe accounting services. can provide reports to help you determine who your most
and least profitable customers are.
o Breakout of Expenses: It is often useful to break expenses out into different categories,
such as by product line, office, or region. Reports such as these are available as part of Enhanced Bookkeeping Services.
o Rolling Forecast: A rolling forecast allows you to see how your projections have changed over time.
o Employee Reports:
Joe accounting services. can provide a variety of employee reports, including reports showing company expenses and/or revenue
associated with individual employees and year-end reports for employees detailing what their employment costs the company.
o Event Analysis: Joe accounting services. can help you track the revenue and expenses associated with specific events.
• Quarterly Budget reviews: We will meet with you quarterly to review the previous quarter, discuss changes to your budget
for coming quarters, and analyze your business.
As part of the initial setup of Enhanced Bookkeeping Services, Joe accounting
services. will work with you to determine what reports would be useful to your management to help you run your business better.
In addition, we can modify reports as your needs change.
Please contact Joe accounting services. at joenickson2@yahoo.com
or call 0722-495-107 at lunch time (1-2Pm) and after 5.30 P.M
Special Offer
At Joe accounting services, we recognize that all companies are different, and we custom design the bookkeeping services we
provide to meet your individual needs.
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Hours: On appointment.
How To Order
What are the benefits of outsourcing bookkeeping?
There are many benefits of outsourcing your bookkeeping, including:
• Less
expensive
• Decreased employee costs (salary, benefits, training, turnover)
• Efficient bookkeeping means less total
work to pay for
• Decreased accounting costs due to increased accuracy of books
• Allows you to focus on your business
• Your books will be better maintained and more accurate, enabling you to get improved feedback on your business results.
What are your fees?
The initial consultation, during which we gain a better understanding of your business and needs,
is free. We then review your transactions over the previous 6 months. Finally, we put together a written proposal outlining
the services we will provide and what it will cost.
What if I change my mind and decide to cancel your service?
You
can cancel your service at any time, provided you have paid all outstanding fees.
How do I get in touch with you?
We
are available during regular business hours via phone and email.
Does Joe accounting services. take the place of my CPA?
No.
We are not licensed CPAs and do not wish to replace your accountant. However, we will work closely with your accountant as
necessary to make sure we are providing them with the information they need to file your taxes as efficiently and inexpensively
as possible.
Please contact Joe accounting services. at joenickson2@yahoo.com or call 0722-495-107 at lunch time (1-2Pm)
and after 5.30 P.M
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