Bookkeeping Oversight
We offer business bookkeeping services as part of an overall package that includes all of things you would normally require on an annual basis from your San Antonio CPA. When you choose one of the packages, you pay an affordable monthly fee for all ordinary services. This package is customized for you, and is based on whether we handle the entry of accounting transactions in our office, or you handle that portion yourself.
Our bookkeeping oversight package.
Under this arrangement, you handle the business bookkeeping data entry for your business, and a member of our team provides assistance and advice throughout the year. To make this as convenient and time efficient as possible for you, we provide this service via remote computer access. At a regularly scheduled time, we receive one-time access to your computer, and while talking on the telephone, we go over your QuickBooks data entry with you. During these meetings we will scan through all entries to ensure proper account classification, check your reconciliations, payables, and receivables, and answer any questions you may have about the accounting for your business. This can be done on a monthly or quarterly basis, depending on the needs of the business and its owner. We can then package any or all of the above services to this, to ensure that you receive all of the services you need, packaged into an affordable monthly fee.
If you are new to QuickBooks, we also offer QuickBooks Training. Jim and Mary Kay are QuickBooks Pro Advisors, and Jim completed the Certified Pro Advisor program requirements over a dozen times, beginning with the year the program was introduced in 1999. Click here for more information on QuickBooks Training.
[ Accounting and Bookkeeping • Packaged Bookkeeping & Payroll • Bookkeeping Oversight ]
Our bookkeeping oversight package.
Under this arrangement, you handle the business bookkeeping data entry for your business, and a member of our team provides assistance and advice throughout the year. To make this as convenient and time efficient as possible for you, we provide this service via remote computer access. At a regularly scheduled time, we receive one-time access to your computer, and while talking on the telephone, we go over your QuickBooks data entry with you. During these meetings we will scan through all entries to ensure proper account classification, check your reconciliations, payables, and receivables, and answer any questions you may have about the accounting for your business. This can be done on a monthly or quarterly basis, depending on the needs of the business and its owner. We can then package any or all of the above services to this, to ensure that you receive all of the services you need, packaged into an affordable monthly fee.
If you are new to QuickBooks, we also offer QuickBooks Training. Jim and Mary Kay are QuickBooks Pro Advisors, and Jim completed the Certified Pro Advisor program requirements over a dozen times, beginning with the year the program was introduced in 1999. Click here for more information on QuickBooks Training.
[ Accounting and Bookkeeping • Packaged Bookkeeping & Payroll • Bookkeeping Oversight ]
We are a tax and accounting practice, working for individuals and businesses. Our vast experience allows us to find the best solutions to our clients' needs. Our understanding of current technology allows us to communicate clearly and efficiently, and also recommend systems that are time efficient for our clients. We work to ensure that you pay the legal minimum in tax, and most importantly, our goal is your success!
