EXPERT BOOKKEEPING
Engaging Spotlight Accounting for bookkeeping services means that you can shift more of your focus to running your business. Meanwhile maintain peace of mind that the books are being handled with great attention, care, and accuracy with the help of a top-quality CPA.
All businesses need bookkeeping. Regularly updating and reviewing the books is important for:
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making business management decisions
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accountability and transparency to shareholders and banks
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simple and accurate tax preparation
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deterring internal fraud
Spotlight Accounting provides you with:
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SKILL: an experienced and qualified CPA overseeing your bookkeeping
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CONTINUITY: one accounting professional who knows the ins and outs of your books
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ACCESSIBILITY: feel at ease reaching out to and counseling with your very affable accountant
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TRANSPARENCY: get honest updates and feedback
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SECURITY: as an experienced Certified Fraud Examiner (CFE) your accountant possesses added skills and perspective on your books
"Aaron is honest, hard working and detail oriented....[He] is practical and thorough in his approach to any task he’s given.... Aaron is pleasant, kind and easy to communicate with." --Mindy Hill
"Aaron is exceptionally professional and great to work with!" --Macall Weight
Most Popular
PACKAGE #1
REAL-TIME BOOKKEEPING
Depend on your personal CPA to keep a live set of books for your business. Tasks are performed at least weekly to assure expenses are processed promptly.
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This is Spotlight Accounting's most popular bookkeeping package. It allows you to know where your business finances are in real-time, especially helping in making management decisions.
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CPA review of the company books
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Bookkeeping improvements and optimizations discussed monthly
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Prepare bills for payment
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Reconciling all bank accounts, credit cards, and loans
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Maintenance of the general ledger
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Setup and modify the chart of accounts for management use
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Create accrual-basis reports for management use for budgets, forecasting, and strategic planning
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Review of accounts receivables and payables
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Record customer payments and deposits
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Coordinating with your CPA or tax adviser
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Tax and audit support
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Financial statements and custom reporting (Balance Sheet, Profit and Loss statement, Accounts Receivable Aging, and more)
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Monthly meetings, on-site or remote
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Email support and scheduled phone/video calls
- Document Portal
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QuickBooks Online subscription
Most Popular
Provides the most accurate, up-to-date picture of the company’s finances
Updates the books at regular intervals throughout the course of the year.
PACKAGE #2
INTERVAL BOOKKEEPING
Turn your bookkeeping over to your personal CPA for full bookkeeping services. Determine at what interval you would like your books to be updated: monthly or quarterly.
Interval Bookkeeping works best for businesses that do not need real-time accounting records in order to make management decisions. To avoid falling behind, Interval Bookkeeping updates the books at regular, manageable intervals.
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CPA review of the company books
-
Bookkeeping improvements and optimizations discussed monthly
-
Reconciling all bank accounts, credit cards, and loans
-
Maintenance of the general ledger
-
Setup and modify the chart of accounts for management use
-
Create accrual-basis reports for management use for budgets, forecasting, and strategic planning
-
Review of accounts receivables and payables
-
Record customer payments and deposits
-
Coordinating with your CPA or tax adviser
-
Tax and audit support
-
Financial statements and custom reporting (Balance Sheet, Profit and Loss statement, Accounts Receivable Aging, and more)
-
Monthly meetings, on-site or remote
-
Email support and scheduled phone/video calls
-
Document Portal
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QuickBooks Online subscription
PACKAGE #3
Keeps costs low while assuring the books are expertly monitored
BOOKKEEPING SUPPORT
Save money by updating your own set of books, but have them monitored by your personal CPA!
Your CPA provides expert coaching to improve and optimize your company's bookkeeping capabilities.
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CPA review of the company books
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Bookkeeping improvements and optimizations discussed monthly
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Monthly meetings, on-site or remote
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Email support and scheduled phone/video calls
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QuickBooks Online subscription
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