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Juanita Bookkeeping Group profile image
J

Juanita Bookkeeping Group

Texas

‘19 Certificate of Excellence

Are you... 1. Doing the books and hating it? 2. Wasting valuable selling time by doing your own bookkeeping? 3. Frustrated from not knowing how your business is doing on a timely basis? 4. Paying too much in taxes? 5. Making critical financial mistakes in your business? If you answered yes to any of these questions we can help! Juanita Bookkeeping Group is a bookkeeping provider that specialize in helping small to midsize businesses increase revenue, accelerate cash flow, build workflow efficiency and strategic profit growth. As a business owner you have more important things to do than juggle your own books. Managing and growing your business is a complicated process and maintaining your company’s book is a tedious, time consuming task that takes your attention away from ensuring your company’s sustainability and growth. Juanita Bookkeeping Group has the experience, the expertise and the time to shoulder your bookkeeping responsibilities so that your precious time becomes available to you for other opportunities in your business. If you are looking for a reliable and accurate bookkeeping service with no fuss or hassle then look no further, you have come to the right place! We’ll help to minimize your stress, organize your reporting and efficiently manage your books. We’ll also provide financial projections to help you make informed decisions, we have you covered! Our dedication is committed to providing our clients with confidential, personalized, and trustworthy services. Allow us to do your bookkeeping while you keep your business on track, cut costs and increase profits! Our Services Include: Accounts Payable/Bill Payment Accounts Receivable/Invoicing Bank Reconciliation Financial Reporting Payroll Services Business Management Bookkeeping Consulting Quickbooks Setup & Support Year End Preparation your CPA or tax preparer We’re experts at bookkeeping and we know what it takes to handle the books. You can be sure with us in your corner you’re getting the results you need. Get back to running your business. Schedule an appointment to learn more. Let’s talk about your concerns and come up with a plan to get your bookkeeping on the right track. Contact us by email!

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a professional

What kind of accounting services do you provide?

General Bookkeeping Services
• General Bookkeeping Setup – If needed, we can setup your books for maximum efficiency and accuracy.

• Accounts Receivable Bookkeeping Services – Invoicing, sales receipts, receive and deposit incoming payments, etc.

• Accounts Payable Bookkeeping Services – Entering purchase orders and invoices, cutting checks for vendors and other liabilities, etc.

• Record Keeping – Make journal entries.

• Reconciliation – Reconcile bank statements, credit cards, etc.

• Reporting – Generate instant financial statements for bank loans, etc.

• Year End Reporting – Expertly prepare all financial information at year end for your CPA and/or tax preparer. Better records = tax savings.

Payroll Services
• Add or edit employee information.

• Accurate – We meticulously process your time data, so your employees are paid what they should be paid.

• Weekly / biweekly payroll processing – Print checks or process direct deposit (our preferred method).

• Reporting – Print payroll register and other reports.

• Record keeping – Process monthly, quarterly, and year-end payroll reports, including 1099’s and W2’s.

Financial Consulting Services
• Financial statements on a monthly or quarterly basis

• Provide financial analysis and overhead analysis for business management decisions

• Set Up Chart of accounts

• Create and develop budget and forecast options to maximum profit

We can Help! Let’s get Started!

Why is it so important for businesses to hire a great accountant?

To ensure your business financials are accurate the first time around.

What do you love most about your job?

Helping other accomplish their dreams and goals and be successful at the same time.

What inspired you to start your own business?

As the owner and founder of Juanita Bookkeeping Group, my passion lies in helping small business owners by providing just the right level of bookkeeping, cleanup, and consulting that they need for their business

Why should our clients choose you?

Our mission is to benefit our clients, by removing the burden of necessity for a costly bookkeeping staff.

We guarantee to:

• Provide significant savings to our client’s bookkeeping and business service costs

• Reduce the additional unwanted exertions of the small business owner that coincides with entrepreneurship

• Optimize the efficiency and effectiveness of client performance

• Save valuable time

• Improve profitability

• Advance the client’s competitive advantage

• Streamline the client’s workflow into a one-stop service solution

We believe the financial function of a business is the central nervous system. Therefore, hiring a reputable and honorable firm to plan and control the financial functions is vital for survival and longevity. It is one thing to survive in a corporate driven economy, Juanita Bookkeeping Group is dedicated to our small business clients to thrive not just survive.

Our Values
Responsibility – Dedication & motivation to fulfill the obligation of our engagement to clients

Accountability – Respect, trust, and adherence to the financial accounting standards

Integrity – Maintain ethical and moral principles to exceed expectations of confidentiality and quality

Honor – Demonstrate and uphold our duty and loyalty to deliver superiority to clients

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Accounting FAQs

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Your expert Accountant will be able to advise you on the full range of services available and will be able to help you select the best financial services for your company. They will also be able to answer any questions you may have. Use Bark to get free quotes and find an accountant today.

The title 'Chartered Accountant' and the letters ACA or FCA, indicates that the person has undertaken a minimum of three years in-depth training, passed a series of examinations in financial management, auditing, business strategy and taxation as well as committing to continuing professional development.

As opposed to specialising in tax returns, a Chartered Accountant instead will focus on providing accurate records of all financial transactions for an individual or business. Consequently, this type of accountant is more likely to be found employed in a more commercial capacity.

Hiring the right Accountant for your business may take a bit of time. Who you choose to look after your accounts is vital, especially if you have plans to expand as you will need to look for someone who will get more involved in the financial side of things the bigger your company gets.

  • Research - Start with the company’s website and look at the accounting services they offer with an eye on what you might need in the future. If you choose an accountancy firm that doesn’t have the expertise to help you as your business expands, you will end up needing to finding another accountant.

  • Create a shortlist - Create a shortlist of three or four firms you
    think are a good fit and arrange face-to-face meetings with all of
    them. In addition to the fees, you need to find out about the
    services they provide, as well as their customer services.

  • Fees - Some Accountants charge by the hour while others operate on a fixed-fee basis. You need to be clear before selecting an Accountant for your business on how their fees are calculated.

  • Qualifications - It is important to ask questions about the
    qualifications and experience of the people who would be dealing with your accounts. You need to know that you could work with them, trust that they are on your side and are continually looking for ways of
    adding financial value to your company.

  • Accounting software - You will want to check that any systems you use are familiar to the accounting firm. Your current method of financial reporting may not be the most effective one for your business and they may recommend systems that can do it better.

  • Financial jargon - If you are not an expert on finance, your Accountant needs to understand this and be able to communicate with you in a clear and concise manner.

You can be confident that any of the Accountants listed on Bark will be a safe pair of hands for your finances.

Before you choose an Accountant, you could ask to see examples of their work, read testimonials and ask to see references of past work they have done.

The AAT (Association of Accounting Technicians) qualification is the minimum level of qualification required for most kinds of accountancy. To become a chartered accountant, you need to obtain higher level qualifications such as the ACA, ACCA or CIMA, which will allow you to become a chartered accountant.

You could also look at their profile page on Bark and view reviews from past customers as well as examples of work that they have completed. This might also help you get some ideas for the types of services you need.

Accountants offer a range of different services. These include:

  • Accounting - All accountancy firms produce financial records, track your revenues and expenses and provide consulting on your business's overall financial health.

  • Auditing - Many businesses require a periodic audit of their finances which may be a requirement of your investors or written into the bylaws of your incorporation.

  • Tax Filing and Planning - Many accounting firms can ensure your financial reporting practices are compliant with current regulations, determine your company's tax liability and make sure you meet filing requirements and deadlines.

  • Management Consulting - Many accounting firms offer business advisory services to help you with your business plan, evaluate your current operations, identify new opportunities, alert you to changes in the business or regulatory environment and offer practical advice to help your business be more efficient and successful.

  • Speciality Services - Some offer services such as business valuation which helps determine what your business is worth should you be considering a merger, acquisition or sale. Some firms can offer fraud and forensic accounting services.

Reviews

4.89/5.00

based on 312 reviews

The average rating for Bark Accountants in Dallas is 4.89, based on 312 reviews.

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