Streamline removes the burden of bookkeeping and provides monthly tax-ready financial reports. It was a relief to find Jeff after working with a couple of bookkeepers that weren't giving us proper attention. Jeff is kind, relaxed, and such a pleasure to work with. Finally since the business started we have accurate financial statements.
Jeff has also helped us make decisions about purchasing a car, hiring independent contractors vs employees. He has definitely saved us money and we appreciate him being part of our team! Your professionalism, paitence, and understanding have been incredible, especially given just how difficult and exhausting I've found it to launch and maintain a start-up firm.
Jeff has also helped us make decisions about purchasing a car, hiring independent contractors vs employees. He has definitely saved us money and we appreciate him being part of our team! Your professionalism, paitence, and understanding have been incredible, especially given just how difficult and exhausting I've found it to launch and maintain a start-up firm.
Services
About Us
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Our goal is to help our clients increase their profitability. We do this by providing superior bookkeeping systems. We help our clients get organized and give them the comfort of knowing that their books are accurate and current. A key to financial success is making informed decisions. Too many business owners wait until the end of the year to review their numbers.
Our Processes
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Three staff members are assigned to each client: a Preparer, Reviewer, and Manager Review. This ensures that all transactions are being recorded properly and that several members of our team are familiar with your books. A customized client checklist is created to be sure that all accounts are being reconciled according to your needs, and the statements are ready for your tax preparer.
1099 Faq␙s
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Most potential 1099 Vendors (if not all) will be listed in QuickBooks' Chart of Accounts, under the Expense category: Outside Services, and Rent Expense. It is the responsibility of the business owner to have the W9 information for the 1099 filing. For Example: XYZ Company pays $750 to a computer tech with the following invoice details: $700 for labor time, $50 for a modem that he purchased with the intent of being reimbursed.
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