We provide monthly financial reports using QuickBooks software. Up to date, reliable and accurate financial reports are the foundation of a stable and successful business. Doing without accurate financial information is like flying blind. And having accurate reports at your fingertips throughout the year makes tax fillings, business licenses and financing applications easy. Don’t go another year of stressful fire drills every time you need financial information or records for your business.
If you have been doing monthly accounting, but don’t know how to analyze the resulting reports, we take pride in being able to explain how to look at these reports so they are useful in running your business. Your business financial statements shouldn’t just be an obligation for banks and tax returns, they should be a tool you use to make the best decisions in making your business more successful.
For recurring monthly services, we offer a transaction based fixed fee structure. You will know how much you will pay for these monthly services in advance. And you will know that you are not being over charged hourly fees because of inefficiency by our staff. Your fee is based on the number of financial accounts you have and number of transactions, which must be entered into the software, categorize and reconciled. Not how many minutes or hours someone reported working on your account.
For special projects, getting your books caught up the current month, or other non-recurring accounting or bookkeeping services, we charge reasonable hourly rates for those services. And we will provide an estimate of those charges in advance.
*Where Strategic Maintains the QB file for financial reports, client will continue to do all invoicing and bill paying for their business. Strategic staff may help or consult you, but may not directly invoice your customers or be in possession or control of your checks.
**For New or Previously Annual/Quarterly Clients there will be one time service to catch up to year-to-date or year-end , and then work must be completed monthly going forward. If year-to-date or year-end services are requested to be done in January to April, increased hourly rates will apply.
***Annual Accounting services to created a P&L and Balance Sheet for a tax return is only available for the smallest of businesses. And if the work is completed in January to April,, increase hourly rates will apply.
We can file your State and Local Sales Tax, Rental Tax and/or Alcohol Tax. And we can help you ensure you are only paying tax on sales subject to those taxes, and in the correct municipalities.
We will help you analyze if your small business needs payroll, for you as the owner, or for those working for you. We will calculate and issue paychecks, make direct deposits to your employees, file all the payroll tax returns with the federal and state government, and send out your W-2’s and 1099’s.