Jayne Franzino Romero

Jayne Franzino Romero

Jayne Franzino Romero

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Serving all of the USA

Why Would I Need a Bookkeeper?

Why Would I Need a Bookkeeper?

Do I need a bookkeeper?

Do I need a bookkeeper?

All Businesses Require Bookkeepers according to the IRS:

  1. Track and post deductions, these add up quickly!

  2. Make timely payments to vendors/suppliers/employees and state and federal taxes

  3. Create financial statements - Obtaining loans requires Profit & Loss statements (also called Income Statements or just financial statements). A P & L statements tells the bank (and you) how much you can afford to pay every month.

  4. Track growth; Determine which months are busy, which forms of marketing work, vital for future planning.

  5. Prevent duplicate payments and fraudulent charges

  6. Preparing reports for the CPA during tax time.  Organized tax documents saves time for your CPA.​

  7. Focusing on your vision, let us handle your bookkeeping.

What does a bookkeeper do?

Free up your time for pursuing your goal and passion, build your business, streamlining workflows, and increasing your bottom line.

Hiring a professional bookkeeper minimizes the room for error. With training and experience, professional bookkeepers can help ensure you’re generating accurate financial reports and data.

Bookkeepers' activities assure that a business owner knows how much revenue is earned versus the cost of expenses and liabilities. In other words, we  check different accounts, transactions, and reports. We organize, collect, and store the business’s financial records, including cash flow statements, bank reconciliations, and profit & loss statements. Bookkeepers make it possible for business owners and accountants to establish budgets, identify trends, and plan for the future.  If you want to know if your business is profitable, then, no matter how small, your business will require the services of a bookkeeper. 

What does a bookkeeper do on a daily basis?

There are daily, monthly, quarterly and yearly tasks to perform.  Here is a sampling of some of the responsibilites:

  • Record transactions

  • Document & file receipts

  • Review unpaid bills/pay vendors

  • Filing system creation and/or maintenance

  • Prepare & send invoices

  • Accounts Payable/Accounts Receivable

  • Aging Reports

  • Collections

  • Review projected cashflow

  • Payroll Service

  • 1099 service

  • Quarterly IRS tax payments

  • 940 & 941 payments

  • Profit & Loss statements

  • Sales & Use Tax payments

  • Balance sheets

  • Financial Performance Report with KPIs

  • And more....

  • Monitor accounts by balancing entries

  • Care for accounts by verifying, allocating, and posting transactions

  • Manage a well-organized system to account for financial transactions by establishing a chart of accounts; define bookkeeping policies and procedures

  • Prepare financial reports by collecting, analyzing, and summarizing account information

  • Maintain quality historical records by filing documents

  • Review payments received and record deposits

  • Oversee and manage general ledger