Bookkeeping Services
Is your shoe box spilling over with receipts and bills?
Do you worry that your information is unreliable?
Do you need bookkeeping help, but don’t want the hassle of hiring an employee?
Do you spend late nights after a full day’s work trying to maintain your records?
Do you struggle with keeping your business and personal finances separate?
What is a Bookkeeper?A person that records all financial transactions for a business
It is extremely important to maintain adequate records, because they are needed to request a bank loan, credit from credit card providers and vendors, business plans, budgets, forecasts and tax preparations.
- Bank Statement Reconciliation
- Account Payable Functions
- Account Receivable Functions
- Budgeting & Forecasting
- Prepare Financial Statements
- Payroll – Tax Preparation and Maintain Employee Records
- Prepare W-2 & 1099 Forms
Terrell Tax and Planning can convert your company documents into an organized and manageable bookkeeping system, and then maintain your business transactions – Weekly, Monthly, Quarterly or Annually.
We input your transactions into Quick Books Accounting Software on a monthly basis. That includes assigning all transactions to the appropriate income or expense accounts. We provide:
- Bank Statement Reconciliation
- Profit and Loss Statement
- Balance Sheet Statement
- Expense Reports
This package will allow us to assist you with monthly cost control, total net income and reports that advise where you are spending your money and how beneficial that spending is to your bottom line. Also if you are charging accurately to gain a profit.
This is the newest addition to our services offered. One of our members is now a Certified Financial Planner which allows us to branch out to that exciting field as well.
Many of life’s greatest moments – marriage, children, career advancements, retirement – present different opportunities to evaluate your financial situation. You ask yourself questions like:
- Am I investing in the right asset classes?
- How does this affect my financial goals?
- Am I prepared for the future?
- How best to plan for our children’s education?
- Am I under or over insured?
Many people make financial decisions based on emotions, which more often than not can lead to the wrong move at the wrong time. Now with a Certified Financial Planner on our team, we are here to help you make deliberate and strategic choices.
PUTTING THE PIECES TOGETHER FOR YOUWe will take a comprehensive, financial planning-led approach to investment management. We put together all the pieces to create a plan that is custom-built for you, addressing all aspects of your financial life, from estate planning, income taxes, risk management and portfolio management to retirement, education, asset protection and charitable planning.
Your dreams and objectives aren’t like anyone else’s. We understand that you are an individual with your own goals and priorities, and that understanding informs everything we do on your behalf. Financial planning services are comprehensive and tailored to your life and your goals. Whether you are planning for the arrival of your first child or your last day of work, we can lay out a path that leads to success.