Telephone (408) 249-2400

Bookkeeping

Bookkeeping Just for You!

We are excited to offer our clients bookkeeping specifically designed to make your life easier.

Choose a monthly package that best suits your business needs or customize your package with our add-ons. Maybe you already have someone else working on your books, and that’s okay! We also offer packages and services on an as-needed basis. Set up your consultation today to find the best fit for you!

Monthly Bookkeeping Packages

Entrepreneur Package for the Small Business Owner
  • Entry up to 50 Transactions
  • Reconciliation of up to 1 checking and 1 saving account
  • Reconciliation of up to 1 credit card
  • Prepare monthly balance sheet and P & L Statement
Small Business Package for the Growing Small Business
  • Entry up to 50 Transactions
  • Reconciliation of up to 1 checking and 1 saving account
  • Reconciliation of up to 1 credit card
  • Prepare monthly balance sheet and P & L Statement
The Major League Package for the Established Small Business
  • Entry up to 250 transactions
  • Reconciliation of up to 3 banks accounts
  • Reconciliation of up to 3 credit cards
  • Prepare monthly balance sheet and P & L Statement
  • Prepare monthly client statements, if needed
  • Quarterly sales tax return preparation
The Home Run Package All Inclusive for Any Business
  • Entry up to 250 transactions
  • Reconciliation of up to 3 banks accounts
  • Reconciliation of up to 3 credit cards
  • Prepare monthly balance sheet and P & L statement
  • Prepare monthly client statements, if needed
  • Quarterly sales tax return preparation

Single Service Packages

The “Data Dump” Package

You’ve collected your receipts throughout the year, but don’t know what to do? We can organize your years’ worth of receipts, set-up your QuickBooks and get you started on the path to success.

Set – Up QuickBooks
  • Customize Chart of Accounts
  • Sorting and organizing receipts with account statements
  • Reconcile all bank and credit card accounts
  • Enter all transactions to appropriate accounts / categories for one current or prior year
  • Prepare Profit & Loss and Balance Sheet
QuickBooks “Clean – Up”

Already have staff handling your bookkeeping? We’ll review your QuickBooks on a quarterly or semi-annual basis to ensure accurate reporting. It’s important to have your business income and expenses being recorded properly so that you can make important business decisions. Plus, a review of your books throughout the year will save you money on year-end account “clean-up” for tax preparation.

Add – Ons

Subcontractor: Preparation of 1099s & 1096

Property Statement: Prepare and file CA 571 Business Property Statement

Quarterly Tax Package: Quarterly Sales Tax Return Preparation, Quarterly General Excise Tax Return (any state)

Year End Services: Subcontractor – Preparation of 1099s (up to 25 Contractors), Preparation of 1096

Annual Tax Package: Prepared for your tax accountant including: Review of your P&L, Balance Sheet, General Ledger, and copies of invoices for any fixed asset purchases

1210 S. Bascom Ave., Suite 210, San Jose, CA 95128 | Telephone (408) 249-2400

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