Our work also provides monthly bank reconciliation reviews, prepares quarterly required payroll reports, prepare year-end payroll reports and provide monthly tax consulting.
With each financial package we prepare, we will summarize your business financial highlights in a personalized monthly consulting memo that summarizes your financial operations and provides your business with tax strategies in order to minimize your tax payments.
You are given the option of receiving our work via US mail or via direct access to your designated area within our secure web site. In order for our P.A. to provide this service your business sends us a monthly package that consists of:
| THE QUICKBOOK® MONTHLY "PACKAGE" |
| 1. Copies of 1st page of last bank statement and copy of bank reconciliation report in summary from quickbooks bank reconciliation system |
| 2. Quickbooks accountant copy (AC) review file via email attachment, via intuit, or burned to a disk |
| 3. Copies or originals of any govt. Correspondence received pertaining to your business |
| 4. Response to our prior month cpa consultation memo questions |
| 5. Copies of 8109 payroll tax deposit coupons used for the month (if payroll exists in your corporation) |
To send your monthly Quickbooks® package via email your accountant copy file must be attached to an email and emailed to luisa@leivacpa.com.
Please send us this package by the 15TH OF EACH MONTH as soon as bank statement arrives.
In order to email us your monthly accounting package you need to install a software that creates .pdf files so that computer printouts can be then easily sent via e-mail. After you install this software your computer will have a new printer defined which is actually a file creator. Simply choose this new printer definition and create/save your 'printouts' that you would have send us via regular mail as computer files. Save postage and paper and e-mail your package. You may also attach word or excel documents in order to communicate other information and or schedules with your package.
Click here to download free software to send your monthly package via email; or click here to purchase and download more sophisticated PDF file creator software from Adobe®.
Note: if you will only be emailing the accountant copy file the adobe acrobat file creator is not needed. Adobe is used to email other information you would have printed.
Quickbook® is trademark of Intuit Inc.
