Accountant

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: 

  • making business management decisions

  • accountability and transparency to shareholders and banks

  • simple and accurate tax preparation

  • deterring internal fraud


Spotlight Accounting provides you with: 

  • SKILL: an experienced and qualified CPA overseeing your bookkeeping

  • CONTINUITY: one accounting professional who knows the ins and outs of your books

  • ACCESSIBILITY: feel at ease reaching out to and counseling with your very affable accountant

  • TRANSPARENCY: get honest updates and feedback 

  • 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

Real-Time Bookkeeping

Full bookkeeping services with a live set of books to provide the most up-to-date picture of the company's finances.

Interval Bookkeeping

Full bookkeeping services performed at monthly or quarterly intervals.

Bookkeeping Support

Receive expert coaching and monitoring while you perform your bookkeeping.

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.

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.

Prices for ongoing services are customized to your business after a free initial consultation.

Pricing

  • CPA review of the company books

  • Bookkeeping improvements and optimizations discussed monthly

  • Prepare bills for payment

  • 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
  • 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.

Prices for ongoing services are customized to your business after a free initial consultation.

Pricing

  • 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

  • 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.

Prices for ongoing services are customized to your business after a free initial consultation.

Pricing

  • CPA review of the company books

  • Bookkeeping improvements and optimizations discussed monthly

  • Monthly meetings, on-site or remote

  • Email support and scheduled phone/video calls

  • QuickBooks Online subscription

 
 
 

TESTIMONIALS

Camera Lights

"[Aaron] has been a pleasure to work with. He is extremely professional, smart, accountable, and has a very analytical mind that allows him to look at complex problems and very systematically and quickly work through them to resolution. Having worked with Aaron, I can say with great confidence that if anyone is looking for accounting support, bookkeeping, QuickBooks expertise, or a number of other things, Aaron is well worth the investment. Aaron is of the utmost character and a joy to work with."

—  Dave Clarke

© 2020 by Spotlight Accounting