ACCOUNTING AND TAX PROS
| Call for a FREE Consultation CALL 209-948-3159 or Request Estimate |
Our accountants maintain your company's books. Leaving you free to grow your business |
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| (209) 948-3159 - STOCKTON, CA |
1. You meet with our professional accountant who specializes in handling all
has an extensive interview with you to get to know your business and it's
unique accounting and bookkeeping requirements.
2. Next, you send us your "source documents" - the statements, bills, and
receipts that we will need to update your accounting on a weekly or
monthly basis. You can send us these documents by mail, email, or drop
3. Then we manage the regular updating of your books with all transactions,
deposits and checks, and payables and receivables. You can open
QuickBooks® anytime and view your accounts, and see a real-time
picture of your businesses balances and finances.
At month's-end, we create financial reports for you that give you an accurate picture of your businesses'
finances.
How do I get started?
First, call us at (209) 948-3159 to discuss your individual requirements. Once we have tailored a custom
accounting package for you, there are a few simple steps to getting started:
1. We'll send you an engagement letter that outlines what we are
going to do for you.
2. You complete a simple questionnaire about your business so
that we may set up your account accurately.
3. You send us your set-up source documents and your
QuickBooks® file (if any).
4. You are all set – we will contact you to schedule your setup interview and
will begin to handle your accounting and bookkeeping!
What if I need "catch-up" accounting?
Most businesses are a few months behind in their bookkeeping when they come to Accounting and Tax
Pros. That is precisely why they need us - because it is difficult to stay on top of your books and run a
demanding business! It's simple - you send us the source documents (bank statements, credit card
statements, etc.) for the missing months, and we will take it from there, catching you up and getting you
current so you have an accurate picture of your business finances.
Wouldn't I be better off hiring an in-house accountant or bookkeeper?
In most cases, no. To hire an in-house bookkeeper, first you must find that person, check their
credentials, negotiate a salary, hire and train them, and manage them. That can be very expensive both in
time and money for a business owner. You must also provide office space, a desk, a computer, and
software for them to use. You incur payroll tax expenses, vacation and sick time, and the cost of other
benefits for that employee. If the person you hire is part-time, you must manage their hours and will only
have access to them when they are at work. If they go on vacation, get sick, or leave your employ, you
may have a large gap in your accounting and payroll. Furthermore, in some cases, there can be security
concerns when only one person has access to all your business financial information, data, bank
accounts, statements, and checks.
Accounting and Tax Pros clients find that our affordable and efficient accounting services, combined with
the continuity, security, and reliability of working with an outsourced accounting solution, are a far better
value than hiring an in-house person.
How much does it cost?
Our services are billed at a fixed-flat fee rate determined by the nature of the work involved. Because we
are committed to staying within your allotted budget you are never surprised by a huge, unexpected bill.
We'll tailor an accounting package and price based on your needs. We will design an accounting solution
specifically for you. Call us to discuss your particular needs at (209) 948-3159 We save each of our
clients money every month. Find out how you can benefit too.
What about security?
Accounting and Tax Pros, Accounting utilizes state-of-the-art security and anti-fraud measures on par with
major financial institutions. This has worked so well that we have never had a single incident to give our
clients concern! In fact, we guarantee that your financial information and data is far more secure with
Accounting and Tax Pros than it would be when handled in-house with accounting or bookkeeping
personnel and minimal security measures in place.
Here are some specifics:
1. Accounting and Tax Pros requires logins and passwords, making causal
access to your financial information, source documents, payroll data, and
other information impossible.
2. Accounting and Tax Pros implements multiple firewalls between the
Internet and our programs and data storage. Other electronic security
measures add still more hurdles and obstacles.
3. Accounting and Tax Pros maintains heavy physical security over servers
containing client information. Our facilities include intrusion detection
devices.
This is your company's data - we protect it with generations of accounting experience and commitment,
combined with the latest in cutting-edge security technology.
How do I get started with payroll?
All we need is your company and employee information, and payroll history (if any) for this year. This
process is quick and easy. Call us to schedule an appointment to discuss your payroll needs. We will
design a customized payroll solution for you.
Can I switch payroll providers mid-year?
Yes! As long as you have records of your payroll history, you can switch at any time.
Will the payroll information be entered into my QuickBooks® accounting software?
Yes! we will enter all your payroll data into your QuickBooks® file so that all your information is in one
place.
What about W-2s?
At year-end, we create W-2 forms for you and your employees. And we take care of filing them with the
Social Security Administration.
What if an employee needs a copy of an old pay stub?
No problem. We maintain complete records of your payroll data.
Call (209) 948-3159, or complete our Accounting Estimate Form for a free evaluation of your
needs! We will discuss your specific requirements and tailor a proposal to your business
has an extensive interview with you to get to know your business and it's
unique accounting and bookkeeping requirements.
2. Next, you send us your "source documents" - the statements, bills, and
receipts that we will need to update your accounting on a weekly or
monthly basis. You can send us these documents by mail, email, or drop
3. Then we manage the regular updating of your books with all transactions,
deposits and checks, and payables and receivables. You can open
QuickBooks® anytime and view your accounts, and see a real-time
picture of your businesses balances and finances.
At month's-end, we create financial reports for you that give you an accurate picture of your businesses'
finances.
How do I get started?
First, call us at (209) 948-3159 to discuss your individual requirements. Once we have tailored a custom
accounting package for you, there are a few simple steps to getting started:
1. We'll send you an engagement letter that outlines what we are
going to do for you.
2. You complete a simple questionnaire about your business so
that we may set up your account accurately.
3. You send us your set-up source documents and your
QuickBooks® file (if any).
4. You are all set – we will contact you to schedule your setup interview and
will begin to handle your accounting and bookkeeping!
What if I need "catch-up" accounting?
Most businesses are a few months behind in their bookkeeping when they come to Accounting and Tax
Pros. That is precisely why they need us - because it is difficult to stay on top of your books and run a
demanding business! It's simple - you send us the source documents (bank statements, credit card
statements, etc.) for the missing months, and we will take it from there, catching you up and getting you
current so you have an accurate picture of your business finances.
Wouldn't I be better off hiring an in-house accountant or bookkeeper?
In most cases, no. To hire an in-house bookkeeper, first you must find that person, check their
credentials, negotiate a salary, hire and train them, and manage them. That can be very expensive both in
time and money for a business owner. You must also provide office space, a desk, a computer, and
software for them to use. You incur payroll tax expenses, vacation and sick time, and the cost of other
benefits for that employee. If the person you hire is part-time, you must manage their hours and will only
have access to them when they are at work. If they go on vacation, get sick, or leave your employ, you
may have a large gap in your accounting and payroll. Furthermore, in some cases, there can be security
concerns when only one person has access to all your business financial information, data, bank
accounts, statements, and checks.
Accounting and Tax Pros clients find that our affordable and efficient accounting services, combined with
the continuity, security, and reliability of working with an outsourced accounting solution, are a far better
value than hiring an in-house person.
How much does it cost?
Our services are billed at a fixed-flat fee rate determined by the nature of the work involved. Because we
are committed to staying within your allotted budget you are never surprised by a huge, unexpected bill.
We'll tailor an accounting package and price based on your needs. We will design an accounting solution
specifically for you. Call us to discuss your particular needs at (209) 948-3159 We save each of our
clients money every month. Find out how you can benefit too.
What about security?
Accounting and Tax Pros, Accounting utilizes state-of-the-art security and anti-fraud measures on par with
major financial institutions. This has worked so well that we have never had a single incident to give our
clients concern! In fact, we guarantee that your financial information and data is far more secure with
Accounting and Tax Pros than it would be when handled in-house with accounting or bookkeeping
personnel and minimal security measures in place.
Here are some specifics:
1. Accounting and Tax Pros requires logins and passwords, making causal
access to your financial information, source documents, payroll data, and
other information impossible.
2. Accounting and Tax Pros implements multiple firewalls between the
Internet and our programs and data storage. Other electronic security
measures add still more hurdles and obstacles.
3. Accounting and Tax Pros maintains heavy physical security over servers
containing client information. Our facilities include intrusion detection
devices.
This is your company's data - we protect it with generations of accounting experience and commitment,
combined with the latest in cutting-edge security technology.
How do I get started with payroll?
All we need is your company and employee information, and payroll history (if any) for this year. This
process is quick and easy. Call us to schedule an appointment to discuss your payroll needs. We will
design a customized payroll solution for you.
Can I switch payroll providers mid-year?
Yes! As long as you have records of your payroll history, you can switch at any time.
Will the payroll information be entered into my QuickBooks® accounting software?
Yes! we will enter all your payroll data into your QuickBooks® file so that all your information is in one
place.
What about W-2s?
At year-end, we create W-2 forms for you and your employees. And we take care of filing them with the
Social Security Administration.
What if an employee needs a copy of an old pay stub?
No problem. We maintain complete records of your payroll data.
Call (209) 948-3159, or complete our Accounting Estimate Form for a free evaluation of your
needs! We will discuss your specific requirements and tailor a proposal to your business