The Busy Bookkeeper

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The Busy Bookkeeper

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  • Tax Information

Fees

Individual Returns

Filing Federal and State Tax returns

Form - 1040

discussed with client, individual basis

- W-2 from each employer

- Other earnings and interest Statements 

- Receipts of charitable donations

- Mortgage Interest

- Medical and Business Expenses


Bookkeeping

Provide record of all financial transactions - tracking all vital parts of any business

Monthly Operating Statements

Individual company basis

- Monthly Statement

- Balance Sheet

- Cash flow statement


Bank Reconciliations

Individual company basis

Summarize all transactions

 - Deposits, Withdrawals, extra charges, and interest

Compare accounting records with bank balances

Identify and prevent fraud


Account Payable / Account Receivable

Individual company basis

- Manage and maintain payroll

- Prepare and distribute invoices to customers

- Maintain financial records of all receivable transactions


 


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The Busy Bookkeeper

Libertyville, Illinois, United States

jackie@thebusykeeper.com

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