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WHAT |
SB Suite's QUARTERLY BOOKS service consists of quarterly bookkeeping, which includes the following:
 | Quarterly accounting of all business expenses |
 | Quarterly accounting of sales and deposits |
 | Quarterly bank reconciliation of Monthly bank statements |
 | Quarterlty financial reports: Income statement, balance sheet, trial balance, and general ledger. |
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WHO |
The QUARTERLY BOOKS service is the perfect solution for small business owners who do not require monthly bookkeeping, but desire to keep track of their business on a somewhat regular basis.
We recommend this plan for:
- Business owners you would like to see how their business is performing on a regular basis, so that they can make critical business decisions.
- For Businesses that have payroll - this service is a minimum recommendation, since all businesses, at a minimum, are required to compute and pay quarterly payroll taxes.
- Businesses that are required by franchise agreements, to provide quarterly financial reports
- Businesses that have loans and are required to provide their financial institution with quarterly financial reports
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HOW |
Our process is highly streamlined. Through our unique centralized data processing method, we are able to provide small businesses with top quality accounting services at great savings. Our process involves three main steps:
- 1. At the end of the quarter, send your documents (bank statements, check ledger, etc.) via our toll-free fax, email, or mail
- 2. We input and process all data onto our accounting system.
- 3. We make any necessary classifications, adjustments, and reviews.
- 4. We complete and provide you with professional financial reports for the quarter.
Any questions about your reports or your account? Simply call or email us and we will answer all your questions immediately. Because our staff do not meet with clients face-to-face, we strive to always be available and responsive to your needs.
Not ready to sign up yet? Email us at sales@sbsuite.com. Or call us at toll-free at (800)713-1282
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