Insightful Business Services (Formally MR QuickBooks)
Antelope, California, Sacramento
Antelope, California, Sacramento
We provide all the bookkeeping/accounting services that full service bookkeepers and accountants do. While we are experts with QuickBooks we are very good with all major accounting programs. We provide set up of your accounting systems, programs and company file.
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What kind of accounting services do you provide?
Bookkeeping Services – Daily, weekly, monthly, quarterly and annually
Financial Reporting – Financial management reporting, budgeting, and cash flow forecasting.
Monthly Processes: Job costing, department and class tracking, location tracking, tracking customer deposits/retainers, income/payroll allocations, currency conversions and Accounts Receivable Financing Factoring Reconciliations.
Banking, credit card, loan, investment and merchant account reconciliations; Paypal, Amazon, Stripe, Square and Shopify.
Updating the online banking to correct the bank balance to real-time.
Accounts Payable – Coding, posting, billpay with explicit approval, reconciling, reporting, yearend 1099’s and maintaining vendor master files.
Accounts Receivable – Coding, posting of cash receipts & sales, invoicing, statements, reconciling, reporting, light collections by phone and mail as needed and maintaining customer master files.
Payroll – Processing and entering payroll from a third-party of your choosing.
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QuickBooks Services
QuickBooks Set-up – New company initial set-up of your accounting data file using QuickBooks desktop version or QuickBooks Online.
Clean Up - Existing files
Catch Up work – If books are in arrears and need back months of bookkeeping performed.
Form Preparations – Sales and use tax, Business License renewals, Worker’s Compensation submittals.
Year-End Tax Filings – 1099 and 1096 compiling, filing, and reporting.
Why is it so important for businesses to hire a great accountant?
Not your ordinary Bookkeeping/Accounting services provider
While getting accurate and timely financial statements is important, the primary reason for the accounting function for the Business owner, is to get accurate and reliable information to assist you in running your business. We help you to get better information from your accounting so that you can make better decisions. Setting up the accounting function to get financial statements does not insure you will be getting the correct information you need to run your business. If you set up your accounting system to get the information you need to run your business effectively, you will receive financial statements and the information to do your taxes as a by product of getting the information you need.
What do you love most about your job?
Assisting companies to get the information they need to grow and be more profitable.
What inspired you to start your own business?
Accounting is a passion of mine and I find I can help more people in business who accounting isn't their passion. This way they can do their passion too.
Why should our clients choose you?
We will do our best to serve your clients and make them part of our family.
Bookkeeping
Daily, weekly, monthly, quarterly and annually
Financial Reporting – Financial management reporting, budgeting, and cash flow forecasting.
Monthly Processes: Job costing, department and class tracking, location tracking, tracking customer deposits/retainers, income/payroll allocations, currency conversions and Accounts Receivable Financing Factoring Reconciliations.
Banking, credit card, loan, investment and merchant account reconciliations; Paypal, Amazon, Stripe, Square and Shopify.
Updating the online banking to correct the bank balance to real-time.
Accounts Payable – Coding, posting, billpay with explicit approval, reconciling, reporting, year-end 1099’s and maintaining vendor master files.
Accounts Receivable – Coding, posting of cash receipts & sales, invoicing, statements, reconciling, reporting, light collections by phone and mail as needed and maintaining customer master files.
Payroll – Processing and entering payroll from a third-party of your choosing.
Quickooks
QuickBooks Set-up – New company initial set-up of your accounting data file using QuickBooks desktop version or QuickBooks Online.
Clean Up - Existing files
Catch Up work – If books are in arrears and need back months of bookkeeping performed.
Form Preparations – Sales and use tax, Business License renewals, Worker’s Compensation submittals.
Year-End Tax Filings – 1099 and 1096 compiling, filing, and reporting.
