Outsourced bookkeeping makes sense. You reduce your overhead costs by eliminating a dedicated employee who oversees the books. You have a trusted partner who is accurate and reliable. You will have up to date financial information that you can access anytime from anywhere.
You simply upload your financial information via your secure portal on our website or by faxing to your exclusive fax number and allow us to handle your bookkeeping remotely.
Rely on our staff for bill payments, deposits, and bank statement and credit card reconciliations. We can also process your payroll, file payroll tax returns, and prepare your financial statements in a paperless environment
| Basic | Standard | Complete | |
|---|---|---|---|
| General Ledger | |||
| Reconcile bank accounts | ✓ | ✓ | ✓ |
| Reconcile electronic transactions into QuickBooks | ✓ | ✓ | ✓ |
| Reconcile credit card accounts | ✓ | ✓ | ✓ |
| Payroll | |||
| Prepare payroll | — | ✓ | ✓ |
| Submit payroll taxes to agencies | — | ✓ | ✓ |
| Prepare payroll tax returns | — | ✓ | ✓ |
| Provide employee access to electronic paystubs | — | ✓ | ✓ |
| Provide employer access to electronic pay records | — | ✓ | ✓ |
| Prepare W-2s | — | ✓ | ✓ |
| Pension Remittance | — | ✓ | ✓ |
| Accounts Payable | |||
| Process bills and vendor payments | — | — | ✓ |
| Track credit card expenses and receipts | — | — | ✓ |
| Process employee expense reports | — | — | ✓ |
| Prepare 1099s for contractors | — | — | ✓ |
| Provide digital access to paid bills | — | — | ✓ |
| Tax | |||
| Tax preparation | ✓ | ✓ | ✓ |
| CFO Services | |||
| Prepare monthly financial statements | ✓ | ✓ | ✓ |
| Prepare monthly budget reports | — | — | ✓ |
| Review pension compliance | ✓ | ✓ | ✓ |
| Review other employee deductions for compliance | ✓ | ✓ | ✓ |
| Tax planning | ✓ | ✓ | ✓ |
Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Coleman & Associates CPAs, Ltd., we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...
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