Current technologies allow me to manage your accounting "in the cloud" from my QuickBooks Online (QBO) Accountant software office or from your already owned Quick Books Online (QBO) product as your accountant. I partnered with https://www.qbo.intuit.com to provide managed accounting services.
I manage client operational transactions downloaded from client bank accounts to code them into the proper financial statement categories. You or your client(s) as the owne(s)r of your licensed online software produce however may access your virtual accounting system from any computer on the Internet with any browser using the username and password set up with Intuit to access your virtual office. This allows you or your clients as the business owner(s) to create invoices, record customer/client payments, record and calculate sales tax, check or process your own payrolls (if you want to do your own), and order ad hoc reports anytime. Our accounting services and optional payroll/contractor management services can include wholesale licensing fees each month so that you do not have to pay these in addition to our financial management of your system. We can help businesses of all sizes to utilize or set up computerized general and special ledgers to meet their needs. Add-on services can include accounts payable, accounts receivable, and fixed asset management as well.
Jeanine codes your monthly transactions for profit and loss, balance sheet, cash flow, payroll summary (if our payroll client), and occasionally other reports needed for timely financial updates for full-service monthly accounting clients. This may be done as an annual service in getting ready for income tax preparation or other special project for a company as well.
Jeanine will need monthly transaction downloads from your bank either automatically sent to our QBO Accountant system or manually uploaded to your cloud folder at https://www.remotebusinesssolutionsinc.org/portal.php. It is also helpful for me to access to your online banking transaction details or receive an electronic copy of your banking registers via login and password or manually uploaded banking registers sent to your cloud folder available to clients via confirmed registeration. (To start using the client portal please log in or register here.) These required items include all checking, savings, credit card, and line of credit transactions that must be coded by me properly to build your monthly and annual financial statements. Additionally, if you are not doing your payroll through our company, then you must upload your payroll/contractors summaries report to our QBO Accountant system or upload it to your cloud folder every time that you process a payroll and/or make contractor payments. Your financials will not be up to date unless we have your timely payroll information. Additionally we recommend that you allow me and my partered PayCycle vendor to help you set up direct deposit for paying your employees and contractors when you contract with us for full-service payroll and/or contractor management services.
We recommend that you reconcile your own bank accounts with your QuickBooks records each month via your own login at https://www.qbo.intuit.com but we will be glad to teach you how to use the account reconciliation tool. This way there is an internal control in place with your accounting system whereby an independent division of labor exists between my services of properly recording and coding your financial transactions, and you or your own employees reconciling your banking records for each account to your downloaded/uploaded transactions received from your banking system. Reconciling your business checking account each month allows you to keep your bank account, accounting, and taxes up-to-date and keeps you informed about your own financial situation.
Reconciling your account each month allows you to...
- Identify lost checks, lost deposits and unauthorized wire transactions.
- Detect and prevent excess/unjustified bank charges and ensures transactions are posted correctly by your bank.
- Detect and prevent embezzlement of funds from within your company.
- Know how your business is doing.
- Manage your cash more effectively.
- Protect yourself by timely reconciling and promptly objecting to your bank about any unauthorized, fraudulent or forged checks.
- Sleep better knowing your bank accounts are reconciled, in balance and that all escrow funds, accounts, checks and disbursed funds are properly accounted for.
MAINTAINING A CLEAN GENERAL LEDGER
The general ledger is the core of your company's financial records. These records constitute the central "books" of your system. Since every transaction flows through the general ledger, a problem with your general ledger throws off all your books.
VIRTUAL ACCOUNTING SERVICES
Jeanine's monthly contract accounting services or as-needed consulting accounting services can include:
- Accounting write-up assistance
- Part-Time CFO
- Help with projects or back-up work for vacationing or on-leave employees
- Part-time, ongoing accounting or tax help as needed
- Planning and consulting
- Business accounting seminars
- Business skills training
- Taxpayer Representation as a federally licensed Enrolled Agent (EA)
- Litigation support under your attorney or law firm if you are an attorney
Are you running your business at peak performance? Call Jeanine a 303-900-7265 to leave name, company, and contact information with voicemail, or text the same information at 616-430-5231 (cells /texts) to increase efficiency, stay in compliance, and boost revenue and profits. Remote Business Solutions, Inc.'s business services offer a comprehensive and unique approach to making your financial goals come to fruition. Jeanine Buben's taxation expertise will help you maintain tax compliance with local, state, and federal laws and regulations. As a tax-driven accountant, educator, litigation paralegal, and consultant, Jeanine provides law firms, accounting firms, and large commercial clients and owners access to proven strategies and extensive knowledge on how to take your business and/ or ownerl financial management to the next level.
SERVICES FOR BUSINESS/ENTITY OWNERS
Jeanine helps business owners, employees, families, and other individuals too utilizing my QuickBooks Online Accountant System! Protecting your personal assets has never been more important. Jeanine's accounting services safeguard you and your family and optimize all your hard-earned dollars. Know what amounts you are bringing in and what dollars are spent on liabilities (things you owe) and expenses (costs of running your family).
Get your transactions analyzed, coded, and transformed into profit and loss, balance sheet, and cash flow reports. Learn how to utilize your financial reports (statements) as tools to optimally manage your household! We upload your encrypted reports to your secure file exchange folder each month and annually following the completion of your tax returns. Although there is an additional fee for managing owner personal/family accounting systems, aAll can be conveniently stored in your cloud folder as a separate record system from your business or other entity accounting for the seven years or more that you need. You may download and/or print them to your desktop at any time.
You may convert from your own QuickBooks online (QBO) system to our QuickBooks online Accountant (QBO) Accountant system utilzing integrated cheaper wholesale monthly software license fees if desired. You may also choose to stay with your own QBO system and keep paying your own QuickBooks monthly licensing fees to Intuit. As a QuickBooks Pro Advisor, Jeanine can offer you wholesale billing options even if you do not want to purchase a services contract for our accounting help.
Please call Jeanine at 303-900-7265 to leave your name, company, contact information, and message in voicemail or text the same information to 616-430-5231 (cells/texts) if you need a needs analysis with quote for accounting and/or payroll services. You may also directly book a free 15-minute telephone call at https://www.remotebusinesssolutionsinc.org/Appointments.php selecting the 15 minute phone meeting ($0 charge for clients and non-clients) option button. I I will explain what information that is needed for a good quote when confirming your order and/or introductory appointment at the time and date that you register for when you book your appointment on my 15-minute appointments calendar with immediate confirmation for your and my calendars.
You may convert from your own QuickBooks online (QBO) system to our QuickBooks online accountant (QBO) Accountant system if desired. You may also choose to stay with your own system. As a QuickBooks Pro Advisor, Jeanine can offer you wholesale billing options even if you do not want to purchase a services contract for our accounting help.
Please call Jeanine at 303-900-7265 if you need a needs analysis with quote for accounting and/or payroll services. Jeanine will explain what information is needed for a good quote when confirming your order and/or introductory appointment.