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This is my experience with a virtual accountant. I was xoncerned on how it would work. Josh Beaugrand couldn't have made the transition and process any easier and more professional. It has been and exceptional experience. I couldn't have asked for a better person and would recommend him both highly and without and reservation.
My experience with Greg was great!! I am a small business owner of less than a year. My bookkeeping skills weren't exactly up to standards of file and print. He was very helpful with helping me understand what I needed to make sure filing taxes was easier. He was very patient with me, considering the fact that I called and texted him with every question that came to mind. Since I work 6 days a week Greg was very accommodating by driving at least an hour away to help me prepare my paperwork to file my taxes. He gave me tons of information regarding future tax filings, great accounting tips and tips on how to make my business run smoother financially.
Shaimal and his staff have done a superb job for a reasonable price. I am very happy with their work.
Tom has been handling all of our tax work since 1992, from monthly sales tax filings to a full scale IRS audit. He was with me while an IRS examiner spent two and a half days at our office, answering questions and providing backup material. All ended well as Tom said it would, because our returns were done properly, and all supporting documentation was available. We have been happy with the Hodge Group for over 20 years, and use them for everything for our bookkeeping, accounting, and tax prep. Two thumbs up!!!!
Will came to my office on time. I needed significant help catching on my accounts reconciliation. He will take the time to get to know your business for accuracy in your bookkeeping. I've already referred him to other clients
I came to MH Bookkeeping for not only this years taxes, which have a new business component and two partners taxes, but also 4 years of amendments needed to be done. I have been through so many locations trying to find someone who could do these for a reasonable price and who I could trust. I either didn't trust them, didn't like their work ethic, or they charged at a rate that would have not offset the cost of me doing it myself. Mark Has gone above and beyond in all these areas and I have already recommended his services to a couple of friends. I would gladly recommend him for anyone who values having a relationship with your accountant and who values being treated with the up-most respect. What is possibly the best part is Mark is proactively involved with all of his clients lives.
Lisa is quick to dig in and get things sorted out! Once things are sorted out, the day to day is more manageable. She is thorough, accurate and extremely detail-oriented. Lisa will tackle any task you give her, and when she is done with that she will find another way to save you money (sometimes A LOT). Lisa has successfully been doing our bookkeeping, P&L Statements, budgeting, and financial analysis for years. I would not trust anyone else with this very important work.
Chris was awesome. He prepared 4 tax returns (Form 1040) for me and my family. He gave us a great price. Chris was friendly and very efficient. I was able to meet with him within 48 hours after accepting his offer. He sent me an email confirming our conversation and included a list of things for me to bring to my appt. Our taxes were finished within 72 hours after dropping off our paperwork. They probably would have been done the next day but we had to verify some info and we were unable to get back to him right away.
Joanne is a true and experienced Bookkeeper and tax preparation. Joanne's technical process has allowed my business to stay compliant with filing deadlines, monthly reports, and quarterly tax filing with the IRS. The freedom of bookkeeping has allowed me to focus on my business' bottom line and increase sales revenue. I highly recommend JPA Bookkeeping and tax preparation for your business services - Mr. Lopez
Jean is a great accountant! I appreciate working with her because she is very responsive and spent time educating me as I am allergic to accounting details! She guided me through selecting and establishing my tax identity to help me maximize my tax savings. She also set up my books - I had QuickBooks on my desktop which I didn’t set up properly so I ran into tons of issues! She set me up online with the ability to enter expenses from my iPad and iPhone! I believe she has a sliding scale for services - from bookkeeping through tax preparation that she can walk through with yo. She can help you determine if you need to set up a payroll. My favorite part of working with Jean - she goes out of her way to get to know you, your situation and goals and even offers a consultation to discuss your needs ahead of time - either in person or by phone.
She was wonderful
My firm provides the following services: *Payroll Services *Sales Tax *Income Taxes - Personal *Income Taxes- Corporations and Partnerships *Estate and Trusts *Bank Reconciliation *Accounting and Bookkeeping
I have the experience in accounting, payroll, bookkeeping, accounting payable, and accounting receivable. I am capable to drive the month-end closing process, to prioritize and to meet deadline. I am proficient with Excel, Microsoft office, and QuickBooks, and I'm able to handle all facts of accounting functions, including A/P, A/R and payroll. I am also experienced in processing invoices collection, bank receivables, and account reconcile and researching various projects as necessary. I can also assist order purchase as well as enter inventory processing. I can handle the office-related internal and external matters. I am an experienced worker in a team environment and excellent customer service.
I have previous working experience as a bookkeeper for both small/start-up companies and larger/established companies. I offer the following bookkeeping services: * AP/AR * Invoicing * Bank/Credit Card Reconciliation * Generating Monthly Financial Reports * Payroll Processing * General Ledger Cleanup * Experienced user of QuickBooks
I provide bookkeeping and tax services including the following: * Tax Preparation * Bookkeeping * Tax Consultation * Tax Returns * E-Filing * Audit Assistance
Profile I am an accounting manager with more than 18 years of experience. I am an organized professional specializing in all aspects of the accounting cycle and implementation, training and conversions of various accounting software programs. I effectively communicate direction and am a strong team builder and facilitator. I am detail oriented and possess strong analytical and problem solving skills. Professional experiences are as follows: August 2012 to Present (Part-Time), Self-Employed Bolingbrook, IL, Self-Employed Bolingbrook, IL Valentine Enterprises, Experience Controller Responsibilities are as follows: * Direct all areas of financial, from review of original entry to budget preparation and analysis * Develops policy and procedure manuals for accounting, shipping and sales department * Develops, analyzes and interprets financial data and recommends changes to improve systems and financial performance * Manages and maintains the accounts payable, accounts receivable and credit department * Responsibility of maintaining computer systems (IT)/principal contact for all sourcing within corporation Feb 2008 to Present, Integra Technologies International, Downers Grove, IL, Accounting Manager Responsibilities are as follows: * Responsible for all day-to-day financial operations, including entry and processing of transactions in accounts receivable, accounts payable, invoicing and general ledger * Develops, analyzes and interprets financial data and recommends changes to improve systems and financial performance * Assist sales tax returns for 22 states * Monthly bank reconciliations and year-end June 2006 to February 2008, Flex Execs Management Solutions/HRA Willowbrook, IL, Accountant/Office Manager Responsibilities are as follows: * Responsible for all day-to-day financial operations, including entry and processing of transactions in, payroll, accounts receivable, accounts payable, invoicing and general ledger, and collection of overdue accounts * Develops, analyzes and interprets financial data and recommends changes to improve systems and financial performance * Processes payroll for 95 employees; compiles, prepares and maintains payroll data and payments to government agencies; and prepares quarterly and year-end payroll tax returns June 2003 to June 2006 (Full-Time) Self-Employed Bolingbrook, IL Valentine Enterprises, Controller Responsibilities are as follows: * Directs all areas of financial, from review of original entry to budget preparation and analysis and supervised, directed and supported an accounting and clerical staff of 3 responsible of accounting, shipping and credit collections * Develops, analyzes and interprets financial data and recommends changes to improve systems and financial performance -- manages and maintains the accounts payable, accounts receivable and credit department * Develops policy and procedure manuals for accounting, shipping and sales department * Responsibility of maintaining computer systems (IT)/principal contact for all sourcing within corporation. Dec 2003 to October 2004, Self-Employed, Tower Business Solutions Northfield, IL, Full Charge Bookkeeper/Staff Accountant Responsibilities are as follows: * Bookkeeping for selected clients, including accounts payable, receivable, and general ledger * Invoicing customers and cash receipts, posting payables, weekly A/P check runs/monthly bank reconciliation and quarterly review, processing of payroll and quarterly, and preparation of sales tax returns for various states February 2001 to September 2003, Holland and Company Certified Accounting Firm Lombard, IL, Staff Accountant Responsibilities are as follows: * Public accounting services as well as implementation and training clients on QuickBooks Pro and Business Works accounting software * Bookkeeping for selected clients, includes accounts payable, receivable, inventory control, and general ledger * Preparation of sales tax for IL and other states/prepared quarterly and year-end payroll tax returns * Preparation of bank reconciliations and write-up, including reviewing general ledger, providing adjusting journal entries, depreciation and amortization schedules, payroll quarterly and bookkeeping services January 1998 to February 2001, Cooks Correctional Kitchen Equipment, Lisle, IL, Accounting Manager Responsibilities are as follows: * Organized and managed the accounting department, provided administrative services including insurance for the company, customer sales and client relations work * Reduced overhead by $20K overseeing telecommunications and insurance * Ensured accurate processing of accounting data for the sister company * Consistently meeting month-end accounting deadlines * Supervised, recruited and trained two assistants * Implemented three computer G/L programs as the company grew * Financial statement preparation and reporting, analysis and cash control, managed high-volume, large-scale projects using Job Cost % of completion method * Processed payroll checks on a biweekly basis/quarterly and year-end tax preparation * Developed training manuals for the accounting and sales departments * Prepared sales/use tax returns for various states on a monthly and quarterly basis Software includes Microsoft Office 2000 (Word/Excel), ACT, QuickBooks Pro, Business Works, Orders Plus, and Outlook. Education includes the following: * 2005 -- Associates in Business Management with Honors: College of Dupage Glenn Ellyn, IL, Accounting: 111, 112, 151, 152, 153, 175, 210, 213, Federal Taxation I and II, Business Law I and II and currently pursuing CPA * 2007 -- BA in Business Management with Honors: Northwood University Lisle, IL
I have over 25 years of experience in accounting and bookkeeping. I provide accounting, billing and bookkeeping services. I do quarterly payroll filings, W-2 preparation and 1099 preparation. Software - INTUIT PRODUCTS - Quickbooks, QuickbooksPro and Quicken TIMESLIPS which is a time and billing software package
I provide administrative services and office management/bookkeeping. I use Microsoft and QuickBooks software. i have flexible hours.
Owens Bookkeeping and tax is a growing, dynamic firm that in addition to timely and professional accounting and tax works.
We offer the following services: * Business Incorporation * Payroll and Corporate Taxes * Bookkeeping * On-Site Quickbook Installation * Strategic Business Planning with Budgeting * Property Management We work one on one with clients and explain the business and financial process in detail. Accounting network adds value beyond the numbers!
I do the work myself not using Quick Books.