There are many good reasons to hire a bookkeeper. A bookkeeper takes all of your invoices, receipts, and other financial paperwork, and then analyzes the data, condensing it down to just a few short reports. These reports can help you monitor your business's progress and growth, show real profits or losses, and can aid you in planning the future of your company.
So, why don’t entrepreneurs hire a bookkeeper? I believe that it is mainly because of two reasons: lack of time and that they fear they can’t afford a bookkeeper. Many business owners plan to do their books themselves, but never find the time to devote to doing it right. So good intentions end up being a pile of messy papers!
So now you realize that you need to hire a bookkeeper, but you are afraid that you cannot afford one. A primary goal of my business is to make our services affordable for small businesses and the self-employed. Many of our once-a-month clients pay under $150 a month for full bookkeeping services.
Feel free to look over the services that we offer. Of course, this list is not all-inclusive, so please feel free to call with any questions that you may have.
In addition, we offer initial consultations FREE of charge! Give us a call to set up an initial consultation at 619.846.4732 or e-mail us at info@melsbookkeeping.com.
What does the IRS have to say about bookkeeping?
A copy of our brochure can be downloaded below.
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- Bookkeeping and transaction recording
- Bank and credit card reconciliation or check book balancing
- General ledger bookkeeping maintenance or set-up
- Accounts Payable and Accounts Receivable (A/P and A/R)
- Invoicing, billing, and estimate preparation (including progressive)
- Collections, including telephone collection, letters and/or mailings
- Payroll preparation, recording, and taxes
- W-2 preparation and/or independent contractors 1099 Misc.’s
- Taxes, including California sales tax and federal taxes
- Personal and business income tax preparation
- Asset management, including additions, subtractions and depreciation
- Pay Pal, eBay and other Internet service set-up or assistance
- Telephone support for bookkeeping questions is available
- Any service listed in a package below can be performed separately as well!
- File set-up
- File trouble-shooting
- File clean-up & maintenance
- Financial statements
- Invoicing (including progressive), estimates, and job tracking
- Payroll
- Setting up chart of accounts
- If QuickBooks can do it, we can make it work!
- Filing system creation, re-creation, and organization
- General filing maintenance
- QuickBooks (use ours or yours!)
All editions supported from 2001 to current version, 2007 - Peachtree
- Great Plains
- Microsoft Office (Word, Excel, Access, & Outlook)
- Microsoft Money
- Intuit Quicken
Below are our packaged bookkeeping services, although hourly rates are also available. Download a sample contract.
Level 1: Basic Reviewing Service (not full/charge)
Designed to assist, support and audit an already existing accounting system.
Includes:
- Unlimited Telephone and/or E-Mail Assistance
You can call us anytime for advice on bookkeeping and related matters with the knowledge that we will NOT be charging you for that advice. Available during business hours only, Monday thru Friday, 9:00 a.m. to 5:30 p.m. - Monthly Transaction Recording Auditing
We will ensure that all of your expenses and incomes are correctly recorded in your chosen accounting software application on a monthly basis. - Bank and Credit Card Reconciliations
We will reconcile your bank accounts and credit card accounts as the statements arrive, usually on a monthly basis. - Adjusting Journal Entries
We will make any necessary adjusting journal entries as required and/or instruct your personnel on making adjusting journal entries. Adjusting entries are special general journal entries that are used to recognize income and expenses properly, which may not happen during the course of normal transaction recording. - Review of California Sales Tax
We will ensure that the correct amount is put aside for California sales tax on a monthly basis. We will also ensure that your filings are turned into the State Board of Equalization, as per the requirements for your business. - Financial Statement Preparation and Interpretation
We will prepare a Balance Sheet, Income Statement, Profit & Loss Statement and a Cash Flow Statement from source documents, done on a monthly basis. We will also help you to interpret these reports so that you can make informed decisions about your businesses direction. - Asset Management
We will maintain your capital assets, including calculating a depreciation schedule and updating asset additions and/or subtractions.
Level 2: Monthly Bookkeeping Service (full/charge)
Includes what every business needs to comply with most state and federal governmental agencies. All services are completed ONCE per month. (Price does not include year-end W-2’s, 1099’s or federal income tax filings)
Includes:
- Unlimited Telephone and/or E-Mail Assistance
You can call us anytime for advice on bookkeeping and related matters with the knowledge that we will NOT be charging you for that advice. This service is available during business hours only, Monday thru Friday, 9:00 a.m. to 5:30 p.m. - Weekly Transaction Recording (Bookkeeping)
We will ensure that all of your expenses and incomes are correctly recorded in your chosen accounting software application on a weekly basis. - Invoice, Billing, and Estimate Preparation/ A/P &A/R
We will prepare your invoices, billing statements and any required estimates on a weekly basis. This also includes accounts payable (A/P) and accounts receivable, (A/R) including a weekly collections report. - Financial Statement Preparation and Interpretation
We will prepare a Balance Sheet, Income Statement, Profit & Loss Statement and a Cash Flow Statement from source documents, done on a MONTHLY basis, usually at the end of the month. - California Sales Tax
We will help you to put aside the correct amount for California sales tax on a weekly basis. We will also ensure that your filings are turned into the State Board of Equalization, as per the requirements for your business, if applicable. - Payroll Taxes
We will file your quarterly or yearly EDD filings and process your businesses payroll on a bi-monthly basis. This service includes putting aside estimated employee and employer taxes for federal, state, social security, workers compensation, and all other required governmental taxes. - Bank and Credit Card Reconciliations
We will reconcile your bank accounts and credit card accounts as the statements arrive, usually on a monthly basis. - Asset Management
We will maintain your capital assets, including calculating a depreciation schedule and updating asset additions and/or subtractions.
Level 3: Bi-Monthly Bookkeeping Service (full/charge)
Includes what every business needs to comply with most state and federal governmental agencies. All services are completed twice per month, so you can keep up to date with where your money is going and where it’s coming from. (Price does not include year-end W-2’s, 1099’s or federal income tax filings)
Includes all services provided in Level 2, but done on a bi-monthly basis.
Level 4: Weekly Bookkeeping Service (full/charge)
Includes all services provided in Level 2, but done on a WEEKLY basis, PLUS:
- Employee W-2 Preparation and/or 1099 Misc.’s
We will prepare all required employee W-2’s and 1099 Misc’s required for independent contractors at the end of the year. We will also help you to understand your business’s employee/independent contractor tax requirements for both federal and state governmental agencies. - Personal and/or Corporate Income Tax Preparation
We will prepare your year-end income tax statements for both the federal (IRS) and state government. This includes, but is not limited to, Schedule C, and/or form 1040.
Level 5: Strategic Development Service (full/charge)
Take control of your business! Have weekly budgets, cash flow projections, and other reports prepared so that you can make better decisions. We will show you how to decipher each financial report, enabling you to project and plan for profits.
Includes all the services provided in Level 4, PLUS:
- Assistance with business goal setting and achievement plans
- Bi-weekly budgeting and cash flow projections
- Bi-weekly projections, trends, and statistical analysis from historical data
- Annual financial report
Bookkeeper Training Service
Starting at an investment of $300
Let us help you be your own bookkeeper! We will provide you with the skills needed to correctly and confidently prepare the books yourself.
Includes:
- Set-up and customization of your chosen system and chart of accounts
- Training on your chosen system or software application (2 hours)
- Training on bookkeeping basics, entering transactions, reconciliation and everything else you need to know. Package starts with 4 hours of training (more can be added at an additional cost)
- One month of telephone and/or e-mail assistance with bookkeeping matters (no extra charge). This service is available during business hours only, Monday thru Friday, 9:00 a.m. to 5:30 p.m.
Download sample contracts for
fixed pricing or variable pricing:
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Variable Pricing
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