Each financial package we prepare is summarized in a personalized monthly consulting memo that summarizes your financial operations and provides your business with useful 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.
In order to prepare the accounting work for your business on a monthly basis, we need you to gather and mail to our office the following bookkeeping items:
| THE MONTHLY "PACKAGE" |
| 1. Copies of all monthly bank statements without canceled checks |
| 2. Printouts of a detailed general ledger. Printouts of a detailed payroll journal |
| 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) |
| 6. The monthly package worksheet filled in (if accrual accounting) |
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®.
