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Bookkeeping for CPA’s

Impeccable Books

Let us help take the bookkeeping projects off your plate

We can handle your client’s day-to-day and monthly bookkeeping, either independently or in collaboration with your firm.

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Get Started

Schedule time to meet with our Co-President Adi Sharma to discuss your business goals.

Recurring Accounting Services

Whether you need to outsource all of your regular recurring monthly bookkeeping duties, or simply need assistance with specific tasks, we offer expert services designed to meet the needs of each individual client. We can manage all of the day-to-day and monthly bookkeeping responsibilities or work in coordination with your internal bookkeeper/accountant to perform specific functions such as bank downloads, account reconciliations, or invoicing.

Expertise in QuickBooks

Partner with Out of the Box Technology, a QuickBooks specialist company. We have in-depth knowledge of QuickBooks Online and QuickBooks Desktop, ensuring accurate and efficient bookkeeping.

Focus on Your Core Business

Outsourcing bookkeeping allows CPAs to concentrate on their core competencies, like tax planning and consulting, while leaving the financial management to our experts.

Time and Cost Savings

By outsourcing, CPAs can save valuable time and reduce overhead costs associated with in-house bookkeeping staff, software, and training.

Seamless Integration

We offer seamless integration with QuickBooks and third-party tools, streamlining your financial processes and providing real-time access to financial data for better decision-making.

Bookkeeping for CPA Firms

  • Enter deposits and payments
  • Enter payables and receivables
  • Pay any bills due
  • Enter payroll/create payroll checks
  • Update employee benefit information if benefits are pro-rated against actual hours worked
  • Deposit Federal payroll taxes and withholdings (if a semi-monthly depositor)
  • Mail requests for I-9s and/or certificates of insurance to new subcontractors
  • Follow up on any past due accounts
  • Deposit Federal payroll taxes and withholdings (for monthly depositors)
  • Deposit State payroll withholdings (if a monthly depositor)
  • Enter principle and interest on any loan payments
  • Review vendors for expired certificates of insurance and request updated information
  • If collecting sales tax, review resale and nontax customers for any missing or expired ST-4 or ST-5 forms and request updated information
  • Report and pay retirement benefits
  • Review A/R and create customer statements or reminder invoices as needed
  • Review A/P statements against possible missing or past due invoices to be paid
  • Reconcile and pay sales and/or meals tax (for monthly filers)
  • Reconcile bank and credit card accounts
  • Create/review monthly profit and loss and balance sheet statements
  • Create/review monthly inventory, sales, and other reports
  • Monthly cost allocations
  • If you pay estimated taxes, set aside funds for estimated or year-end taxes
  • Prepare materials for liability insurance audit
  • Review status of any owner loan accounts
  • Prepare materials for accountant
  • Prepare all quarterly payroll reports, including 941’s, WR-1’s, SUTA, etc. and pay any balance due
  • If FUTA exceeds the threshold for annual filing, file and pay FUTA tax
  • Reconcile payroll liability accounts against quarterly reports
  • Deposit Federal and State payroll taxes and withholdings (for quarterly depositors)
  • Reconcile and pay sales and/or meals tax (for quarterly filers)
  • Create/review quarterly profit and loss and balance sheet statements
  • Create/review quarterly inventory and sales reports
  • Quarterly cost allocations
  • Pay quarterly estimated taxes
  • Prepare year-end payroll and vendor statements: W-2’s, W-3’s, 1099’s, 1096’s, etc.
  • File and pay FUTA (form 940)
  • File and pay sales or meals taxes
  • Verify and update employee withholding and address information
  • Review employee benefits programs/update employee information
  • Review vendors and services (telephone or internet service providers, credit cards, etc.)
  • Update year-end inventory and capital assets in the books
  • Review the status of any restricted grants; prepare reports for funding sources (nonprofits only)
  • Review overhead expense allocations and adjust as needed (nonprofits only)
  • Review company insurance coverage against inventory value, potential liabilities or increased revenue
  • Prepare materials for workers’ comp insurance audit

What Our Clients Say

You can see what our most recent recurring service clients are saying below, or browse all our testimonials (updated weekly)!

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