Support you Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Onboarding Requests

CLIENT NEEDS ASSESSMENT

Clients should schedule a 15-minute telephone appointment with Jeanine in order to go over what is needed from the client to set up your new services item.  Specific documents, answers to questions, and license applications are normally required to get your business or entity started with accounting and bookkeeping services.  Clients may select an on-line option or a desk-top option for their system, but most find that on-line systems are more convenient and efficient for having quicker access to information and accountant  assistance as needed.

Jeanine will ask you questions about your business or entity in order to design a chart of accounts (index to your accounting system) that will track meaningful items for your business for you.  She will then assist you in connecting your bank accounts and credit cards to your accounting system fo the bank to download them to your accounting system.

Once your system is set up, either you will need to engage our company, or have your internal accountant or bookkeeper manage your accounting system for you.  All transactions must be coded to the accounts in your system correctly in order to show on your financial statements after a month, quarter, or annual period ends.

We recommend that most business owners engage our company to manage the monthly accounting for your business or entity.  This is because busy business owners, and especially small businesses or other start-ups, are much too busy running their operations to have the time and energy to manage their accounting systems.  Also, accountants are professionals specifically and highly trained in generally accepted accounting practices (GAAP), the US Commercial Code (USCC), the US Tax Code (USTC), the US Tax Regulations (USREGS), and other laws with protocols.  Most business owners do not happen to be accountants, so for most businesses, it is recommended that you either engage us or another accounting firm, or that you hire an accountant to work in your business, to make sure that all transactions are coded appropriately for your financial reports.

Because there may be a delay in the final monthly transactions downloading from your bank(s), we recommend that clients wait 2 weeks after a month ends, before reconciling their bank statements to the accounting records.  This is at the point that full-service clients (accounting, workers, tax compliance) should schedule a monthly check-up appointment with Jeanine.

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.   

QuickBooks

Our company partners with Intuit who provides technicians and accountants that assist us with our clients.  They provide both online and desk top QuickBooks software packages, user licenses, and technical Cassistance.  Their programmers update their products annually and as needed with "patches" to currect issues discovered between new versions of their software versions

Clients may purchase Intuit's QuickBooks products on their own or through us at a professional advisor discount rate.  Clients may pay licensing fees wholesale through us with or without hiring us to manage their accounting systems.  We may be hired to purchase and set up your system, and will set up your billing to include our services or not, at your request.  We will have recommendations for you for choice of product and billing after interviewing you regarding your needs and concerns.  You will decide what you want after considering our provided information and recommendations.

Generally Jeanine is able to offer clients who chose us to manage their monthly accounting:

30% off of two services, such as accounting and payroll/contractors, or accounting and tax compliance;

40% off of three services, such as accounting, payroll/contractors, and tax compliance.

If you choose not to engage our company, you may receive the market Intuit rates and manage your own accounting systems via your own internal accountant or another accoutning firm.  We would however love for you to consider us as your full-service accountants.  Please make an appointment to discuss your needs and concerns.

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.     

Tax Planning

It is indeed unfortunate that many business owners consider it unnecessary to plan out their tax situations for both their business or entity and their family units.  Tax planning eliminates costly surprises at income tax time and throughout the tax year.

Tax planning is not necessarily time consuming or complex, but your particular situation could make it so.  Small businesses or entities with few annual transactions might need a midyear check-up in mid-July and a year-end check-up in mid-December.  This would involve paying for two hours of consulting, or $300 per year, at which times the accountant may review the client financial situtation and tax positions with the client(s).  We may find that there are actions that you should be taking in time to take advantage of certain tax benefits.  You may also find out that there are actions that you want to decrease or desist from in order to minimize the tax costs of doing them.  Medium to large businesses or entities of course have more complex and number of transactions.  They may need to consult with their accountant for tax compliance advisory on a more frequent basis.

Tax planning services may be contracted on a regular, twice only, or piecemeal basis as part of your annual engagement services.  Clients may utilize it on an hourly basis as needed as well.  We recommend that clients at a minimum consider the twice a year hourly check-ups, to be assured that they are thinking through their tax positions and tax minimization options, before having the consequences of unplanned results.  Once a tax year ends, taxpayers may no longer plan their tax strategy, so procrastinating for "informed consumers" is simply not an option.

The "bottom line" is that tax planning is not included in tax preparation services at the end of a period of operations.  You must proactively request these services as part of your annual engagement services contract or hire us for hourly consultations as needed.  We recommend that you do something more than just talk to us about your tax situations during tax return preparation meetings.

Your appointments may be scheduled at https://www.remotebusinesssolutionsinc.org/Appointments.php 24/7.  Once on the page, please select the 15-minute phone call option.  A calendar of openings will populate so that you may click on the opening you want.  Complete the  required information on the form and hit the submit button when finished.  You will receive a confirmation once complete and an e-mail notification will go to your e-mail box.  Jeanine will be informed of your appointment and will call you at the phone number you provide at the scheduled time.  

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