SERVICES

SIMPLE
STARTER

Services include:

  • Classifying Transactions into Correct Accounts

  • Income & Expense Tracking

  • Setup and Maintaining Chart of Accounts

  • Bank & Credit Card Statements Reconciliation (Max 2 Accounts)

  • Financial Statement Preparation

  • Quarterly Financial Review

  • Quarterly Financial Reporting

  • Email and Phone Support

  • Training & Guidance

  • Payroll Processing 
  • Sales Tax Filing
  • Cleaning & Catch-Up (add-on)
  • Financial Statement Analysis (add-on)
  • Budgeting & Forecasting (add-on)
  • Virtual Training (add-on)

 

 

STARTER
PLUS

Services include:

  • Everything on Simple Starter

PLUS:

  • Bank & Credit Card Statements Reconciliation (No Limit)

  • Products and Services Management

  • Accounts Payable & Receivable Tracking

  • Mileage Tracking

  • Custom Reports

  • Monthly Financial Review

  • Monthly and Quarterly Financial Reporting

  • Journal Entries posting

  • Invoicing and Billing

  • Cleaning & Catch-Up (add-on)

  • Financial Statement Analysis (add-on)
  • Budgeting & Forecasting (add-on)
  • Virtual Training (add-on)

 

 

BOOKKEEPING 

Bookkeeping services involve the systematic recording, organizing, and categorizing of financial transactions to maintain accurate and up-to-date financial records for businesses and individuals. Refer below to some of the main features include in bookkeeping services.

 

Being your bookkeeper, we categorize all financial transactions of your business, such as sales, purchases, expenses, and payments, in an organized and systematic manner to their respective accounts. This is usually done using QuickBooks Online or manual bookkeeping ledgers on Excel with advance Excel and pivoting skills.

We maintain your chart of accounts, which are the records of all the business's accounts, including assets, liabilities, equity, revenue, and expenses. This ensures that all transactions were properly categorized/classified and recorded in the correct accounts.

We will also reconcile the company's bank and credit card statements with its accounting records to ensure that all transactions were accurately recorded. This involves comparing the bank statement transactions with your company's records and identifying any discrepancies or errors.

If opted, we can also handle your accounts receivable, which involves creating customers records, invoicing customers, tracking payments, and following up on overdue accounts. We record customer payments and update the accounts receivable records accordingly.

If opted, we can also manage your accounts payable process, which involves vendor information management, collecting and verifying vendor's W9 for 1099 season, keeping track of all outstanding bills and invoices from suppliers or vendors. They ensure that bills are paid on time and accurately recorded in the accounting system.

If payroll is included in the bookkeeping services, we calculate and process employee wages, including deductions for taxes, benefits, and other withholdings. We also ensure that payroll taxes are accurately calculated and paid to the appropriate authorities.

We also assist business owners in catching up with their books regardless of the number of year. For this, contact us to schedule free consultation to discuss options and plans.

We assist in setting up QuickBooks Online applications tailored to the company's needs by selecting the right plan. We help the owners in setting up, customizing it, and also provide training on how to effectively use the system for day-to-day financial management. We also assist in QuickBooks mobile app integration as well.

ACCOUNTING

Accounting services encompass a range of financial tasks and assistance provided to businesses and individuals, including financial statement preparation,  financial analysis, etc. Refer below some of the main features related to accounting services.

 

We assist in preparing financial statements, including income statements, balance sheets, and cash flow statements for your business. These statements provide a comprehensive view of the company's financial performance, position, and liquidity and helps in filing taxes when due.

We offer to analyze your business financial data to provide insights of the company's financial health. As applicable, we identify trends, compare financial results with prior year (if financial history is available), and provide recommendations which may improving profitability, efficiency, or financial stability.

We also assist in the development of budgets and financial forecasts. We work with the business owner or management to establish realistic financial goals, create a budget, and monitor performance against the budgeted figures. They may also provide periodic forecasting based on the company's financial trends and market conditions.

We service for creating Standard Operating Procedures (SOPs) involve analyzing and documenting your business processes, developing comprehensive and customized SOPs, writing and formatting them effectively, providing review and revision support, and offering implementation guidance. These services aim to establish clear guidelines, improve operational efficiency, ensure compliance with regulations, and promote consistent task execution within your organization.

CONSULTING

Consulting services involves providing expert advice, guidance, and strategic solutions to businesses and individuals to optimize their financial processes, improve efficiency, and achieve their financial goals.

 

BOOK YOUR FREE CONSULTATION CALL TODAY!

Unlock the full potential of your business with our free bookkeeping advisory and consulting service. Let us be your trusted financial partner on your journey to success. Contact us now to schedule your complimentary 30-minute free consultation session!

At R and H Accounting Solutions, your success is our priority. Together, let's build a strong financial foundation for your business's bright future.

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