If you’re asking the question, you might need both. A Bookkeeper works with details inside the books of a company. An Accountant looks at the bigger picture and goes behind the bookkeeper doing a verification that the line item amounts on the financial statements look reasonable. An Accountant at Fix-It Accounting is also responsible for tax planning, tax return preparation and business consulting.
We support all Quickbooks products, Xero and many different Point of Sale software products that interface with the accounting software. We have QuickBooks ProAdvisors on staff.
Yes, we can sign you up with the Department of Revenue and prepare and file your sales tax returns.
At BBS, we assign each monthly or quarterly service client a dedicated Account Manager who oversees the bookkeeping, payroll and sales tax activities. This person is your point of contact for any bookkeeping related issues. They can also direct you to the correct staff member to help you with any other questions that may arise such as tax or business matters.
Yes, we do payroll. Do I need to clean up my books before I hand them over to BBS? No. We do need a certain amount of information to get started, such as bank and credit card statements and your QuickBooks file, if there is one. After we see what we have and what is missing, we will send you a specific list of requested items and suggestions as to how to obtain them. It is then up to you to secure the information and submit it all at once.
BBS serves clients in many different types of industries. Here is a list that is not all inclusive. If your industry isn’t on this list, please call us to inquire.
- Real Estate Rental
- Real Estate Sales
For your convenience, there are several ways out clients submit information:
- Through our client portal
- Office drop off
BBS can manage nearly every aspect of your bookkeeping. It’s best to wait as long as possible. Getting into employee management and training is costly. However, we work with many companies that have an in-house bookkeeper and can help you decide when the time is right for you.
- There is no short answer to this question. You should keep tax returns at least 3 years (That is the General Rule), but the answer depends on the type of document and the type of transactions you have been engaged in.
- Records on costs of assets, depreciation, etc. should be retained for decades. What will I receive at the end of the period or project? BBS provides financial reports along with organized statements and receipts that you can retain for your records. We will also teach you how to read the reports.
For regular service clients, we bill a flat monthly fee. Project work is billed at an hourly rate. Tax returns are billed by the form and schedule included with the return.