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Simply sign up online or complete our short Quote Form and one
of our customer representatives will contact you to provide you
with a full customized quote for our services and walk you through
our easy sign-up process.
Bookkeeping/Accounting - Our accounting professionals will
set-up your business in our accounting system. This set-up process
involves creating and mapping chart of accounts that are specific
to your industry, allowing you and our tax professionals to easily
recognize income, expense, asset, and liability accounts. Proper
set-up of your books is critical because it serves as the foundation
for accurate bookkeeping throughout the year, which in turn allows
you and tax professionals to rely on our knowledge of your business
for proper tax analysis and preparation at year-end.
Payroll - If you sign-up for our payroll services, we will
set up your payroll account, usually within one day. We will simply
ask you to complete a couple of easy forms that will ask for your
company information as well as relevant employee information.
STEP 3 - Send Your Information
SB Suite works with how YOU work. Our goal is to minimize your
time in gathering and sending us your documents. Therefore, you
can choose one of the methods below that best suits your business,
and minimizes your involvement.
- Toll-free Fax - Fax your information to our toll-free fax
number.
- E-mail - E-mail your documents if you have them electronically
[online banking reports, or accounting software reports]. If
you use a scanner, you can scan your documents and attach them
to an email. For payroll, you can simply email your employees'
pay information at the end of each payperiod.
- Pre-paid Courier - If you select this option, SB Suite will
provide you with pre-paid envelope(s) so you can send all your
documents as they are. All you have to do is drop it in the
mail. This option is typically used by larger clients or clients
who have large amounts of documents to send when getting started
with SB Suite.
STEP 4 - Processing
Bookkeeping - Our highly skilled and professional staff
will sort through and book all your data and financial information
within our accounting system. Should any questions arise regarding
your documents, one of our account representatives will contact
you to ensure that we book your information properly.
Payroll - After we receive your employees' pay information,
we will compute all tax deductions, prepare your paychecks, ensure
your payroll taxes are paid, and prepare your tax returns when
due.
STEP 5 - Getting Your Reports
Bookkeeping - We provide you with your customized financial
reports via email, or if you prefer, in hardcopy. We are currently
working on an additional feature whereby you will be able to log
in and access your reports directly on our website.
Payroll - We send your payroll checks overnight (or via
your preferred delivery method), or we can deposit your employees'
net pay amounts directly into their bank accounts. |
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