Bookkeeping & Payroll Services

WHAT WE DO

We help businesses reach their goals for financial growth by providing them with accurate and dependable accounting and bookkeeping services.

WHY WE DO IT

We recognize that business owners wear many hats, and our dedication and expertise allows them to stay focused on what really matters most, succeeding in business and in life.

HOW WE DO IT

• • By preparing and submitting your COMPLETED Annual Financial Reports to your tax preparer at the beginning of each year with little effort on your part.

  • By staffing 2 Experienced Bookkeepers on your account freeing you from repeatedly having to hire, train, manage and house in-office employees. 

  • By Reconciling your Accounts using secure auditing checklists and processes. 

  • By processing your Payroll and Payroll Tax Payments and Reporting on time.

  • By providing you with your Monthly Profit & Loss and Balance Sheet Reports so you can see where your business is strong, make timely corrections & adjustments to decrease your expenses, increase your revenue cash flow, & help you grow your bottom line. 

A FEW OF THE MANY BENEFITS OF USING A TO Z HELPERS:

• Costs less than having a CPA / Accountant do your bookkeeping

• Have your monthly financial reports within 2 weeks

• Reports ready in January for your CPA/Accountant to do your taxes

• Services & reports tailored to the client’s needs

• 2 levels of security and auditing

  • Bookkeeper (Does the daily/weekly work like invoicing clients, soft collections, payroll, BillPay, monitoring cash flow, etc.)

  • Supervisor & Financial Report Reviewer

• Bookkeepers and backup bookkeepers already trained

• No need to spend your time & energy training and managing an employee.  We are like a "plug and play" accounting department!

• Make your bookkeeping an asset by producing timely financial reports to help you stay on track to attain your goals!

OUR SERVICES

ENGAGEMENT

To provide the best onboarding experience for our new clients, our engagement process follows these steps:

1. Getting to Know Each Other

   1. usually via phone, emails and video meetings

2. Onboarding & Catch-Up Phases

   1. determine the current state of your bookkeeping records

   2. determine information and steps needed to make records accurate and complete

   3. gather missing information 

   4. gain necessary access to raw data

   5. organize the accounting structure of the Chart of Accounts, Item Lists, and more

   6. record financial transactions fully through current time period 

3. Maintenance Phase 

   1. maintain ongoing data entry and financials reports