Full Service Bookkeeping
- Creating and sending invoices, receiving payment, posting
- Pay bills, communicate with vendors
- Post and reconcile all checking and credit card accounts
- Post and reconcile all liability accounts
Monthly Reconciliation
- Post and reconcile all checking and credit card statements
- Post and reconcile all liability accounts
- Generate monthly financial statements
Training (for Quickbooks)
This is for business owners that would like to take care of their own bookkeeping:
QuickBooks Desktop and Quickbooks Online training are both available.
Quarterly or Annual Oversight
This is for the business owner that does their own books.
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We will look at your work and give guidance on posting
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We will also be available by email or phone questions
Communicate with Tax Professional
This is for existing clients:
We will communicate with your tax professional if any changes are needed or suggested for successful reporting on your business activity.
QUESTIONS WE HELP OUR CLIENTS ADDRESS & RESOLVE:
Should I be paying monthly or quarterly taxes? Am I getting the right tax breaks? How do I leverage my HSA account?
We help you organize and implement overall accounting
best practices.
Jules Accounting will help with the your business payroll tax strategy.
We’ll help you find the tax benefits and contribution limits of structured HSA accounts.
