Every successful business owner is aware that meaningful, well-organized financial records are the foundation of a prosperous business. Developing a system to record your day-to-day business transactions accurately is crucial to preparing financial statements, tax returns and other relevant reports for management. Improperly prepared financial statements can result in additional headaches at tax time, more compliance problems and additional costs. Whether you are in need of full outsourced bookkeeping or just a QuickBooks tune-up, we offer several solutions to assist you with your bookkeeping needs from desktop versions to fully integrated on-line services. Our resources include up-to-date versions of common bookkeeping software such as QuickBooks Pro, Thomson Reuters Client Bookkeeping Solution (CBS) and Creative Solutions Accounting (CSA). Transfer the burden of your accounting problems to our professionals at Steven T. Giorgione CPA, Ltd. who will handle your work with the efficiency and the attention to detail you deserve.
Client Bookkeeping Solutions (CBS) is designed to help you manage your daily check writing, recording, and business bookkeeping needs—so you can focus on running your business, while leaving the more complex accounting to us. It offers you ongoing and immediate access to all your checking account balances for an up-to-the-minute picture of your cash flow, and helps you complete your bookkeeping with speed and accuracy. We customize CBS for your business. We work with you to determine which setup, options, and functions will work best for you. We set up your accounting information so transactions transfer cleanly and completely into our professional accounting software and tax software we use at
Steven T. Giorgione CPA, Ltd. CBS organizes your information in a way that enables us to get a clearer, more thorough picture of your business performance, and to produce the financial statements, reports, and/or analysis you need to make informed business decisions.CBS gives you everything you need—full featured bookkeeping software that follows the accounting principles we use in our firm. CBS is the ideal choice if you want control of your checkbook but not the burden of complex accounting functions that arise from setting up and maintaining your bookkeeping software. The CBS family of software includes six easily customized and integrated modules designed to meet your individual needs.
CBS Check writer
- CBS Paycheck
- CBS Accounts Payable
- CBS Accounts Receivable
- CBS Financial Statements
- Intercept Direct Deposit
Net Client is a private and secure online service that makes data sharing more convenient. It is like a visit to our office. It lets you access documents and software, transfer data and exchange information with our firm – anytime and from any location with an internet connection using a secure, private portal.
- CBS/ASP - access to your Client Bookkeeping Solution software via a private portal on
our website 24/7/365 from any location. We can access your transaction data for processing at any time. No
data transfer is necessary. Software is updated automatically – you’re always
using the most up-to-date version of the software. Back-ups are also automatic.
- Document Presentation view copies of your tax return,
financial statements and copies of source documents.
- File Exchange - exchange files in a secure environment.
- Remote Payroll Check Printing- Through your
private portal you can provide us with your employee hours, vacation, sick time
and other payroll information instantly. Transferring the information is no
longer restricted by personnel availability and office hours.
QuickBooks
Most
QuickBooks users only utilize 30 to 40% of this software’s potential. In
addition, each year new QuickBooks enhancements include dramatic improvements and
updates that enable you to get more done in less time. Although a powerful,
affordable tool for small business, the reports you get from QuickBooks are
meaningless if the company was not set up correctly or if the person using it
does not understand the basic mechanics of bookkeeping. We offer certified
QuickBooks Pro Advisor consulting for our client’s QuickBooks issues in order
to help our small business owners determine the most efficient way for
QuickBooks to work for your company. This can be done by providing employee
training at the client’s office or at our office.
We can help you with your QuickBooks problems
and provide useful tips and techniques so you can better utilize your
software’s potential.
- A Certified QuickBooks Advisor on staff
- Phone consultation
- Software installation and setup
- Training and implementation
- Troubleshooting
- Payroll
Accounting Bookkeeping Services offered:
- Financial Statements
- Payroll/Payroll Reports
- Invoicing
- Sales tax Reporting
- Monthly, Quarterly or Annual bookkeeping
- Accounts payable
- Bank Reconciliations
- Accounts Receivable
- Bill Paying
Benefits of Outsourced Bookkeeping:
- Eliminates human
resource issues
- Reduces costs related to salaries, benefits, payroll taxes
- Eliminates
disruption from employee turnover and searches
- Enhances internal
controls
- Provides services
not available from within your organization
- Reduces
administrative office space that can be reallocated to other income generating
purposes
- Promotes timely
filings
- Reduces equipment
and software costs
- Reduces training
time and expense
- Provides more
accurate information to prepare tax returns in an efficient manner- reducing
costs
- Provides the
owner/management with timely and consistent reports on a daily/weekly/monthly
basis that are needed to manage your business efficiently
