Recordkeeping

Recordkeeping Services have developed throughout the years to the level that taxpayers are divided into two categories. These categories are business and personal. 

We recommend that all our clients use a computer to accumulate and categorize their income and disbursements for both their own purposes as well as governmental reporting purposes. The two software packages we recommend our clients use are Quicken and Quickbooks. The determination of which package to use is dependent upon the individual needs of the particular client. 

In general, we recommend individuals use Quicken to maintain their records while businesses generally use Quickbooks IF they need the services of billing, accounts receivable and inventory. Many of our clients start off with Quicken and proceed to Quickbooks as their needs change through the years. We have the ability to upgrade the quicken files to Quickbooks without losing data. This is important. 

We do not provide bookkeeping services to the public. Our function is to assist clients to maintain their bookkeeping systems and provide periodic reviews of their bookkeeping systems to assist them to maintain them in an up to date status while periodically reviewing modifications necessary with the client. 

We are instructors and guides to our clients of methods to accomplish the most effective use of the two bookkeeping systems we recommend to them to meet their individual needs. A number of industries have specific software packages developed for them that are excellent. We assist our clientele in the development and implementation of these packages in order for them to meet the needs of their business. 

Please call upon us to assist you in the accomplishment of the goals associated with better bookkeeping records. This will make our job easier and less expensive for you in the future when we prepare your tax returns.