FAQs
- What types of customers have you worked with?
Full-charge bookkeeping, general ledger maintenance, accounts payable, accounts receivable, payroll, bank statement reconciliation Payroll and Employee Benefits Administration -- Multi-state payroll and tax reporting, certified payroll, employee health insurance and retirement plan administration Financial Statements -- Balance Sheet, Income Statement (Profit and Loss), Statement of Cash Flows, Consolidated Financial Statements Cash Flow Projections - Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses. Break-Even Analysis - Develop, maintain, and analyze budgets, prepare periodic reports that compare budgeted costs to actual costs New Business Formation - Advise new businesses on formation of corporations and business structures, drafting privacy policies and structuring commercial transactions. Policies and Procedures -- Employee manual, work-flow procedures, job descriptions and responsibilities General Administrative Support -- Contract review and negotiation, file/vendor set-up, etc.
- What advice would you give a customer looking to hire a provider in your area of work?
When hiring a bookkeeper/accountant, whether on a full-time, part-time, or project type basis, test the candidate's skills. Several sites such as AIPB offer a free test employers can administer to possible candidates. Many people claim to be qualified and they work cheap but if they are unqualified it will cost you more in the end to have someone else come in and clean-up your books.