Services

Remote Accountant Pro Services

Small Business Accounting

As a small business owner you have more important things to do than to keep your own books. I take care of your books for you, so you can get back to the job of running your business and generating profits.

Each month or quarter I’ll do the following things for you:

Reconcile your bank account & any credit cards
Generate an income statement, balance sheet, and statement of cash flow.
Clean up any discrepancies in your QuickBooks Online.

These tasks form the solid foundation of your small business accounting system. You can customize the services you receive by adding payroll, CFO services , or any other services.

Bank Reconciliation

Reconciling your business checking account each month allows me to keep your bank account, accounts payable/receivable, and taxes up-to-date. Having me reconcile your account each month allows you to:

Identify lost checks, deposits and unauthorized transactions.
Detect and prevent excess bank charges and ensures transactions are posted correctly.
Properly manage cash flow.
Object promptly to your bank about any unauthorized or fraudulent checks, relieving you of responsibility and transferring risk to the bank.

Income Statement

An income statement, or profit and loss statement, adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to show a profit or loss for the period.

An income statement allows you to:

Track revenues and expenses to determine your business’s operating performance.
Identify over-budget or under-budget areas.
Spot unexpected expenditures and areas of concern, such as increases in telephone expenses.
Determine your income tax liability.

Balance Sheet

A balance sheet gives you a snapshot of your business’ financial condition at a specific moment in time. A balance sheet helps you:

Understand your business’s financial strength.
Identify and analyze trends, especially in receivables and payables.
Determine if your business can expand or handle financial fluctuations.
Ensure your business is not slowing down payables to prevent cash shortages.
Provide financial reporting to potential lenders such as banks and investors.

Maintaining a Clean General Ledger

The general ledger is the core of your company’s financial records. Since every transaction flows through the general ledger, a problem here throws off all your books.

Reviewing your general ledger system each month helps identify and correct discrepancies, such as double billings or unrecorded payments, keeping your books accurate.

Payroll Services

If you are like most business owners, you have probably discovered that there aren’t enough hours in the day to take care of everything. One thing that eats away at time is payroll preparation and compliance. My payroll services can help you reclaim that time so you can focus on servicing your customers and growing your business.

Small business owners spend an average of eight hours a month performing payroll functions. That’s 12 full days a year that could be spent generating sales, prospecting new business opportunities, or improving products or services.

I offer payroll solutions that meet your business’s needs and enable you to spend time doing what you do best–running your company.

Why Outsource Your Payroll.

It’s Cost Effective
Use your staff more efficiently by letting me handle payroll and the associated legal details. Reduce overhead by removing the need to hire specialized employees.
It’s a Time Saver
My payroll service eliminates the burden of customizing, updating and maintaining your own payroll system–no more data entry, no more researching updates or new laws, no more worries.
Worry-Free Payroll Tax Filing
Eliminate the risks of calculating and filing your own payroll taxes by having a professional do it for you. Federal, state and local payroll tax laws are frequently changing and becoming more complex.
Allows You To Focus On Core Competencies
My professional services allow you to focus on the core competencies of your business. I am an accounting professional–so you get the expert working for you and with you.
Comprehensive Reports
You get a wide variety of user-friendly and accurate payroll reports. For a nominal fee, I will include union reports, certified payroll, workers’ compensation reports and much more.

Comprehensive Payroll Services
My Comprehensive Payroll Service takes care of all of the payroll processing for you. You get:

The ability to instantly print payroll checks on your own printer.
Free Direct Deposits.
Worry-free IRS and State tax reporting.
User-friendly, easy-to-understand monthly, quarterly, and annual payroll tax reports, including W-2, W-3, and 1099 forms.
Detailed reports on your employee’s vacation, sick days, and personal days accruals.
Creation and filing of the required new hire reports.
Your payroll records maintained in tip top shape.

Part-Time CFO Services

My Part-Time CFO service provides you with a professional financial manager dedicated to guiding your business to success. This service offers the expertise and strategic insight of a CFO without the high cost of a full-time hire.

Growing businesses often need professional financial advice but can’t justify the expense of a full-time CFO. My Part-Time CFO service is the perfect solution, providing experienced support at a fraction of the cost.

Here’s what you get with my Part-Time CFO services:

More Time to Focus on Core Business Issues:
Free up your schedule to concentrate on new services, acquiring new customers, and other critical business matters.
Enhanced Financial Understanding:
Gain deeper insight into your business finances, resulting in fewer surprises and better control.
Improved Decision-Making:
Make informed decisions based on clear and accurate financial data.
Strategic Sounding Board:
Consult with a trusted advisor on tough business decisions and refine your business plans.
Peace of Mind:
Know that a professional is overseeing and improving your financial health.
Strong Financial Controls:
Establish robust financial controls to minimize risks and boost profitability.
Staff Training and Management:
Ensure your accounting team is well-trained and managed.
Timely and Accurate Financial Information:
Receive high-quality, timely financial reports.
Budget Preparation and Monitoring:
Develop and monitor budgets to keep your business on track.
Profitability Analysis:
Analyze profitability by service or product line.
Tax Saving Strategies:
Implement strategies to minimize tax liability.
Trend Analysis:
Track and analyze trends to capitalize on opportunities.
Long-Range Planning:
Define long-term goals and develop plans to achieve them.
Cash Management:
Optimize cash flow management.
Liaison with Key Stakeholders:
Act as a liaison with bankers, attorneys, vendors, and insurance agents.
Financing Assistance:
Support in obtaining and negotiating financing from banks.
Insurance Policy Review:
Review and negotiate insurance policies.
Procedure Manual Development:
Develop comprehensive accounting procedure manuals.
Equipment and Expansion Analysis:
Analyze potential equipment purchases and expansion plans.
Mergers and Acquisitions Assistance:
Provide expert guidance through mergers and acquisitions.
Custom Collection Policies:
Design and implement tailored collection policies and procedures to improve cash flow and reduce outstanding receivables.

Reviews

Tom S.

“Remote Accountant Pro has been a game-changer for our business! Jon is incredibly knowledgeable and always goes above and beyond to ensure our financial records are accurate and up-to-date. Their expertise in QuickBooks and payroll has saved us countless hours and headaches. The convenience of accessing our financial data remotely has made managing our finances so much easier. Highly recommend their services to any business looking for reliable and efficient accounting support!”

Liz S.

“We’ve been working with Remote Accountant Pro for over a year now, and we couldn’t be happier with their service. Jon is not only a top-notch accountant but also a fantastic communicator. They take the time to explain everything clearly and provide valuable insights that have helped us make informed financial decisions. Their personalized approach and attention to detail make us feel like we are their top priority. If you’re looking for a trustworthy and professional accounting firm, look no further than Remote Accountant Pro!”

Mike A.

“Switching to Remote Accountant Pro was one of the best decisions we made for our business. Jon and the team are incredibly efficient and always available to answer our questions. Their remote services are seamless, and the cloud-based accounting system they set up for us has made tracking our finances a breeze. The level of expertise and dedication they bring to the table is unmatched. We highly recommend Remote Accountant Pro to any business needing reliable and expert accounting services!”