VINCENT BOOKKEEPING
Benefits of using Vincent Bookkeeping
IS YOUR BOOKKEEPER ABLE TO GET YOU DISCOUNTS ON YOUR SOFTWARE?
Vincent Bookkeeping is an Intuit Authorized Reseller and can get you discounts on your software purchases and updates.
IS YOUR BOOKKEEPER A PROFESSIONAL ADVISER AND CERTIFIED?
Wendy Vincent is an Intuit Professional Advisor and can advise you on the right Intuit software for your business based upon type, size, and structure as well as reporting and accounting needs. We have the education and skills to install your new software, we offer hosting service, we can setup your chart of accounts and customize your QuickBooks software to meet the needs of your business.
Wendy Vincent became Certified in Bookkeeping in 2003 and she also does continuing education through EDD, IRS and the Institute of Professional Bookkeepers, so you get the services and advice that effects your business today.
CONFIDENTIALITY IS OF THE UTMOST IMPORTANCE TO VINCENT BOOKKEEPING
Some of our clients are the biggest names in the Silicon Valley, for this reason we don't go around bragging about who our clients are.
IS YOUR BOOKKEEPER AN EXPERT?
There are general bookkeepers and there are expert bookkeepers. You should be able to find a bookkeeping expert for your specific business; both the industry and size of your business. Finding a bookkeeper with specific experience in your industry can be crucial and highly beneficial.
WHO WE PROVIDE SERVICE TO
Vincent Bookkeeping Provides services to micro, small and midsize businesses. We can help the Sole Proprietor to the Corporation, we even work with Estates and trust accounts. We enjoy volunteering for non-profits doing their Bookkeeping. Call today to find out how we can help you. (408) 459-5802
WHEN YOU USE VINCENT BOOKKEEPING'S SERVICE YOU GET AN UNBIASED OPINION
Having an external bookkeeper can do wonders for your business. An internal bookkeeper is often emotionally involved in the business. External bookkeeping services will be all business and may offer some crucial insight into your business’s financial situation. It may be positive or negative insight, but either way it is valuable information you may have missed otherwise.
VINCENT BOOKKEEPING'S SERVICE WILL LOWER YOUR COSTS IN NUMEROUS WAYS.
The obvious cost savings benefits are lack of payroll taxes, paid vacation and other employee benefits. At tax time having your financial reports ready to give to your tax professional will save you money on the fees charged for Bookkeeping service by your tax professional. It will allow you time to consult with your CPA or Tax Professional regarding the new up and coming tax year benefits you and your company can take advantage of. A bookkeeping service will not tell you what you want to hear regarding your financial situation. Your bookkeeper should act like a financial watchdog over your business, always on the lookout for cost saving opportunities or financial trends that need attention.
DO YOU LOVE YOUR BUSINESS BUT NOT THE BOOKKEEPING DETAILS THAT COME WITH IT?
You’re not alone! So many small business owners avoid basic bookkeeping tasks, these same small business owners leave money on the table because they have no idea what they owe and what others owe them. Closeness only counts in horse shoes and hand grenades!
You are an expert at running your business, and that’s exactly what you should be doing with your time. You shouldn’t worry about reconciling accounts or chasing unpaid invoices. That’s what Vincent Bookkeeping’s services are for. We handle all those little financial details that you don’t want to. Not just because we are experts, but because we love doing it!
Disclaimer: intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the Quickbooks ProAdvisor Agreement.
SERVICES
BOOKKEEPING
● Accounts Payable.
● Accounts Receivable.
● 1099/1096 tracking & reporting
● Expense report tracking and entering.
● Sales tax reporting.
● Data entry or downloads.
● Producing word documents, Excel spreadsheets, PowerPoint presentations, designing collection letters and customer letters to be used in QuickBooks.
● Filing & bank deposits.
● Bank, credit card, & merchant account reconciliations.
● Account adjustments, & general ledger maintenance.
● We work with your CPA or Tax Professional at your request.
PAYROLL MANAGEMENT
● Email me the hours I create the pay checks.
● Direct Deposit or paper checks.
● Tracking of Workman’s Compensation Insurance, reporting & Audits.
● Tracking of sick days.
● Tracking of time off.
● Tracking of 401K.
● Research and signup of health insurance benefits.
● Typing and designing employee manual.
● New hire packets .
● Verifying I9s with the USCIS.
● EDD & IRS payroll tax reporting.
● Tracking employee time in T-Sheets.
● Data Transfer of hours from T-Sheets to QuickBooks and invoicing clients with the data.
CONSULTING SERVICES
FINANCIAL REPORTS
● Producing financial statements, producing custom financial reports and discussing areas for improvement with the owners, including budgeting.
NEW BUSINESS FORMATION
● Assisting the owner with opening and maintaining their Small Business including; Merchant Services, Business License, Website, Business Cards, Health Insurance Plans, filing system setup, & Filing for an FBN (Fictitious Business Name).
ESTATE BOOKKEEPING
● Accounts Payable service.
● Construction tracking.
WHAT WE DO & HOW WE DO IT!
FREE CONSULTATION
We start with a free 30 minute consultation. We want to learn about your business, what makes it work, what areas are problems for you, and find out how we can be of service to you.
QUICKBOOKS REVIEW
Next we review your QuickBooks file, or excel if that is what you have been using so we have an Idea of your software needs. This will help us find any area's in need of review or corrections that need to be made.
ONBOARDING
During the Onboarding stage I request documents and files from you in order to give you a quote for service and to be able to draw up a contract for service.
WRITE-UP/QUOTE
THE QUOTE PROCESS
Once we have all of the documents we need from the Onboarding and the QuickBooks or Excel files, we will draw up a "write-up" also known as a Quote for our services.
Your quote will be based upon your companies Bookkeeping & Accounting needs, The services to be performed, the level of difficulty in performing these tasks and finally your business model or future goals
CONTRACT FOR SERVICE
THE CONTRACTOR AGREEMENT
Once your quote is prepared you will receive a contract for service which will outline the services, costs, deadlines, privacy and termination, length of contract, service fees, and who will be your point of contact and Primary Bookkeeper.
Once your contract is signed you will advance to the software sales and setup or the clean-up and preparation for ongoing bookkeeping services.
SOFTWARE SALES & SETUP
QUICKBOOKS INSTALL & SETUP
Includes adding your chart of accounts from Excel or manually. Adding Vendors from Excel or manually including open bills. Adding customers from Excel or manually including open invoices. Adding opening balances for all bank and credit card accounts. Adding open balances for all payroll accounts or sales tax. Adding historical open balances on notes payable. Adding Loans & fixed assets. Inventory setup manually or in Excel. Import of lists or class tracking setup.
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