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Payroll Records business client accounting manual client onboarding Jul 26, 2021

Records related to the payment of salaries and wages (including all deductions and adjustments from gross pay), records related to reporting hours...

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Sale or Purchase of a Business business client accounting manual client onboarding Jul 26, 2021

If you are thinking of selling your business or buying another business, please call us. We can help you determine the selling or purchase price...

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Monthly Reporting client onboarding Jul 26, 2021

We consider the monthly maintenance of your books and records to be a serious matter, and as such, we require that you provide complete and...

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Respecting the Corporate Form business client accounting manual client onboarding Jul 26, 2021

Please note that this is a general discussion and should not be viewed as legal advice for your particular situation. Please discuss these items...

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Referrals business client accounting manual client onboarding Jul 26, 2021

We truly appreciate your referrals. If you are receiving good service from us, please do not hesitate to recommend us to other small business...

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Sales / Accounts Receivable business client accounting manual client onboarding Jul 26, 2021

It is very important that you report your sales to us by the 5th of each month on a standard reporting form. See Appendix A-6 for a sample Sales...

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Pricing business client accounting manual client onboarding Jul 26, 2021

The price quoted in our engagement agreement was based on the transaction level (number of checks including splits, deposits, number of employees,...

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Communicating with our Staff client accounting manual client onboarding Jul 26, 2021

We operate as a team to provide you with bookkeeping, payroll, accounting, tax and financial services.

Accounting and Bookkeeping questions should...

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Petty Cash System business client accounting manual client onboarding Jul 26, 2021

Begin the petty cash system by placing an appropriate amount of cash ($50, $100, $200, etc.) in an envelope (or cash box, drawer). When an expense...

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