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Bookkeeping & Back-Office

We’re On Your Side

As a business owner, you work hard every single day. Whether it’s managing your employees, overseeing your company’s day-to-day operations, or generating new ideas, you don’t have much time left over to deal with the financial side of your business. Even if your cash flow is good, are you sure you’re maximizing your profits? Are you paying estimated taxes on time? Are you complying with federal and state payroll or sales and use tax?

Tax law is complex. That’s why it pays to have an accounting firm you can trust on your side.  From generating cash flow statements to handling payroll and preparing your tax returns, we are here to help your business succeed.  

What Can We Do For You?

We’re committed to your success. Take a look at our services below or contact us today and find out how our comprehensive accounting & tax services benefit your bottom line. 

Bookkeeping Services
Accurate accounting is essential to your company?s long-term viability. Experienced, affordable, and reliable, we serve a variety of industries and clients from self-employed home-based business owners to small and medium-size businesses with employees. When you outsource your accounting services to us you get one on one personalized service and state of the art technology and payroll software.
 
Bill Pay
Pay and manage all of your bills in one place to save you time and effort.
Payroll
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
 
Part-Time CFO Services
Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.
Cash Flow Management
A cash crisis can be emotionally devastating. It can even kill your business. The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you.
 
QuickBooks Services
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.
Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of: Reconciling bank and credit card accounts, expense classifications, generating financial statements, reviewing daily company data, Accrual data, etc. While accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as: analyzation, advisory, etc.
We understand that every business runs differently and our experts have experience across a multitude of business. That’s why we want to get to you before we dive into your business. This allows us to service you and fit your needs in the best way possible.
Businesses no longer need to work with a local bookkeeper. The internet and cloud technology makes it easy for accountants to securely access their clients books anytime, anywhere. Business owners can now select a bookkeeper who truly understands their industry and operations, instead of hiring the closest available person.
Depending on the schedule that you choose for the books to be updated, we can perform the bookkeeping services daily, weekly, twice monthly, monthly, quarterly, and annually. Whenever our scheduled time occurs, the day before is the deadline to turn in documents that relate to the bookkeeping; bills, checks written, etc. During this update day, we will also perform any other tasks that may be due to process; online banking activity, payroll, paying bills, and reconciliations. As many banks these days allow for view only access where we are assigned our own login. we can access the banking and credit card accounts online. This allows the bookkeeper to grab statements, look up check images, deposit details and be able to fill in a lot of the missing details without having to ask the client for the information. If you don’t feel comfortable with that, we will rely on you to provide all the information.
We set a target date for the 15th for each prior month closing, however there are instances where there can be delays such as documents and questions that we may need in order to finish up the process.
We typically work with Quickbooks Online and Xero.
We offer a few packages with our base starting at $450/month. The frequency and type of services can change the price.
Yes – we can manage and pay your invoices and payables.
Yes – Our experts are up to date and the newest regulations and are able to file and prepare your sales tax needs.
Yes – Prime Ledger can set up, manage and run your payroll at whatever frequency you choose. We ensure each pay run is properly accounting for reconciles with your bank.

© Jordan Goldman, CPA, PLLC 2021