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Accounting Service Cape Coral   

Bookkeeping

Bookkeepers are in charge of maintaining your books closely day in and day out.

They generally do all data entry into accounting ledgers or software.

They focus on recording financial transactions of a business through maintaining records, tracking transactions, and creating financial reports.

Other duties include:

Entering, Coding and Paying Bills
Creating and Sending Customer Invoices
Collecting Past Due Accounts Receivable
Reconciling Bank and Credit Card Accounts
Maintaining Vendors for Accounts Payable and Clients for Accounts Receivable
Work Papers for Month-End Closing and Audit Support
Scan & Attach Documents for Tax and Audit Support

 

Tax Planning

Bookkeeping revolves around figures. And if you have several business tasks in your hands, it could be easy to overlook a document or make a mistake in your financial records. Financial management tasks such as tax preparations and obligations should be settled accordingly to avoid any penalties. As a small business owner, you surely wouldn’t want your hard-earned profit to be used in paying penalties, right? When you get our bookkeeping solutions, you no longer have to worry about calculating these taxes on time. No more discrepancies that can lead to a more serious issue.

Accounting Expert do your books

Steps

Meet With Your Bookkeeper

We will conduct an initial consultation to assess your accounting situation and plan accordingly.

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Data Entry

This is where we will connect your financial accounts to your bookkeeping software or accounting software such as QuickBooks.

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Reconciliation

Your assigned professional bookkeeper will then reconcile your account for accuracy.

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Reporting

Lastly, we will now prepare your financial statements including the cash flow statement, balance sheet and profit and loss statement.

More information

Request a quote

© 2021 by PPM Actions LLC

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Hilde Rieder

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