Accounting Services

Business Advantage Package

Minimize costs, maximize profits by utilizing our Business Advantage accounting services.

General Bookkeeping
  • Posting all business bank transactions
  • Completing monthly bank reconciliations
  • Credit card transaction posting and reconciliations
  • Completing monthly sales and purchase ledger reconciliations
  • Completing sales tax reconciliation
  • Sales tax return filing
  • Completing payroll journals (if using third-party payroll service)
  • Basic management reporting every quarter
  • Unlimited email and telephone support
  • Annual bookkeeping review
  • Maximize your tax deductions
  • General ledger scanning and reporting
Precision Accounting and Management Reporting
  • Unlimited¬†expense monitoring and advice
  • Precision accounting with accruals and prepayments
  • Maintaining your fixed asset register
  • Full management reporting every month
  • Annual business personal property tax return preparation
  • Annual 1099/1096 preparation
  • Completion of balance sheet reconciliations
Cash Flow and Profit Maximization
  • Cash flow statements and monitoring
  • Payroll and payroll tax return preparation and filing
  • Workman’s compensation audit management
  • Receivables monitoring
  • Weekly reports on your key numbers
  • Quarterly online (‘virtual’) business review meeting
  • Making adjustments for any foreign currency transactions

Business Builder Package

Maintain compliance, create strategy around asset utilization to work smarter.

General Bookkeeping
  • Posting all business bank transactions
  • Completing monthly bank reconciliations
  • Credit card transaction posting and reconciliations
  • Completing monthly sales and purchase ledger reconciliations
  • Completing sales tax reconciliation
  • Sales tax return filing
  • Completing payroll journals (if using third-party payroll service)
  • Basic management reporting every quarter
  • Unlimited email and telephone support
  • Annual bookkeeping review
  • Maximize your tax deductions
  • General ledger scanning and reporting
Precision Accounting and Management Reporting
  • Unlimited¬†expense monitoring and advice
  • Precision accounting with accruals and prepayments
  • Maintaining your fixed asset register
  • Full management reporting every month
  • Annual business personal property tax return preparation
  • Annual 1099/1096 preparation
  • Completion of balance sheet reconciliations

Time Saver Package

Be prepared for year-end and maintain basic compliance for peace of mind.

General Bookkeeping
  • Posting all business bank transactions
  • Completing monthly bank reconciliations
  • Credit card transaction posting and reconciliations
  • Completing monthly sales and purchase ledger reconciliations
  • Completing sales tax reconciliation
  • Sales tax return filing
  • Completing payroll journals (if using third-party payroll service)
  • Basic management reporting every quarter
  • Unlimited email and telephone support
  • Annual bookkeeping review
  • Maximize your tax deductions
  • General ledger scanning and reporting

Popular add-on services:

  • Payroll
  • Time tracking
  • Job costing
  • Bill pay
  • Document management
  • Cloud financial accounting software is included for new Intuit clients; retails at $480 per year
  • Other services available by request

Which Package Is Right For My Business?

 

  • The Business Advantage package is for businesses that are ready to improve profits, monitor cash flow, and have the information available to take their business to the next level.
  • The Business Builder package is our most popular option and is best for small to medium-sized businesses that are ready to stabilize and improve cash flow.
  • The Time Saver package is a good fit for new businesses or businesses that are only interested in having their books ready for tax at year-end and to stay compliant with federal and state regulatory agencies, but that does not need any additional information to operate.
Can you file all payroll returns for my business?

Yes, we prepare and file all W-2s, 941s, the 940, unemployment returns, as well as all state and local payroll taxes.

Do you offer payroll only services?

While we do provide payroll services to our bookkeeping clients, we do not provide payroll as a stand-alone service.

Do you file sales tax returns?

Yes, we can handle the sales tax reconciliation and processing for your company.

Do the bookkeeping fees include my annual income tax return?

No, income tax returns are a separate engagement and are not included in the bookkeeping fee.

Get In Touch

13 + 1 =

Call

317.281.9063

Email

contactus@wstevenscpa.com

Address

52 S 9th Street, Suite 3
Noblesville, IN 46060

Hours

Monday: 9am - 5pm
Tuesday: 9am - 5pm
Wednesday: 9am - 5pm
Thursday: 9am - 5pm
Friday: 9am - 5pm
Saturday: 10am - 4pm