Liess Business and Bookkeeping Solutions Services
Service Service is the highest priority. You will receive personal face-to-face consultations, and friendly, reliable, and professional service. Along with keeping your accounting up to date and accurate, I want YOU to be happy along the way.
Trust All conversations and data is kept strictly confidential.
I offer service plans and hourly rates tailored for your business needs. And with a "hands on" approach you will have face-to-face time with friendly, reliable, secure and professional service, that comes to you.
Always included in all services:
Unlimited phone and email contact, with quick answers.
After business hours consults and pick up/drop offs, so you can manage your business and your time.
Transaction Recording: I will enter all transactions related to your business including expenses, invoices, deposits and credit card transactions. This is the necessary process to determine profit, file taxes, and generally know the health of your business. All transactions are posted to appropriate expense, income, asset or liability accounts to ensure an accurate financial picture of clients business. I will prepare monthly reconciliation of your bank accounts to ensure that all transactions were entered and entered accurately.
Invoicing and Bill Payment: I will prepare invoices and statements and send them to your customers to ensure prompt billing. I will manage collections so that payments come in on time. Bills are picked up from your site and Liess Business and Bookkeeping Solutions will process and ensure accuracy, speak to vendors if necessary and ensure bills are paid on time.
Taxes and Year-End Reports for your Tax Accountant: All the reports your Tax Accountant will need from your business will be accurate, up to date, and ready to be sent to them. I will prepare sales tax filing forms, self employment tax filing forms and all payroll taxes based on your needs. Year-End 1099’s can also be processed, printed and sent directly to your vendors.
Payroll and Human Resources: Liess Business and Bookkeeping Solutions will process employee payroll, either with manual checks or through direct deposit. I will provide payment reminders for payroll taxes and other liabilities and provide 940, 941, W-2 and W-3s for each employee along with multiple pay period reports for your review. The human resources services include Handbook and Policy services, Benefits review, Workers Compensation payments, SUI, and new hire presentations and reporting.
Office Organization: Organization is the key and Liess Business and Bookkeeping Solutions will assist you in setting up an efficient physical filing system that you can maintain. Mail can be picked up and sorted. The onsite pick up and drop offs of your data will relieve you of your bookkeeping burden and let you focus on growing your business.
Reporting and Financial Analysis: Your financial statements will be provided, analyzed and briefed with you each month.
Start up business plan: For those small businesses who may decide to use the monthly service at a later time or do “the books” themselves, the start up business plan will offer clients assistance in getting their accounting functions organized and set up. This service offers set up and training on Quickbooks online. Also, setting up payroll and Human Resources is also included. I will provide guidance on new hire employees, timekeeping, payroll tax set up, payment and payroll reports. A checklist and instructions on tax forms needed throughout the year, including sales tax filing will be offered. Liess Business and Bookkeeping Solutions will set up workable records, including maintenance,filing and organization.
Efficiency Review: This review is for those small businesses that have been in business awhile and would like a “fresh set of eyes” to evaluate their current financial and business processes, to help make their business more efficient and cost effective. Once completed, a full management report with recommendations will be written in a professional report and discussed with you in detail.
If additional assistance is needed to carry out the recommendations than I will be happy to offer customized services to meet those needs.