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Davis Bookkeeping Services

Davis Bookkeeping ServicesDavis Bookkeeping ServicesDavis Bookkeeping Services
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Davis Bookkeeping Services

Davis Bookkeeping ServicesDavis Bookkeeping ServicesDavis Bookkeeping Services
  • Home
  • Services
  • Getting Started
  • Credentials

Services and quotes are customized, flexible and expandable.

Primary Services

Primary Services

Primary Services

  • Categorize transactions for your Profit & Loss Statement and schedule C for tax reporting
  • Create and/or organize your Chart of Accounts
  • Reconcile your banking and credit card accounts monthly
  • Manage and Deliver the following Statements / Reports: Profit & Loss, Balance Sheet, Accounts Payable and Accounts Receivable
  • Discounts on Intuit and QuickBooks products (typically 30%)

Add-on Services

Primary Services

Primary Services

  • Catch ups (months or years)
  • 1099s
  • Customized Invoices
  • Full-service Accounts Payable & Accounts Receivable management

Also

Primary Services

Also

  • Consultations and analysis for W-2 versus 1099 employees.
  • Consultations / Education  for Insurance (Property & Casualty, Health)
  • Consultations / Education for Retirement Accounts for you and/or your employees
  • Logo Design
  • Website Creation

Quotes:

Quotes are based on criteria such as: the number of accounts to be reconciled (banking and credit cards, loans, etc.), the average number of monthly transactions, and the complexity of your books. Keep in mind that we can adjust services and fees as we progress.  


I often provide discounts for "clean up" and/or "catch up" months depending on the situation.  


I typically send a proposal within 24 hours of reviewing your books or statements.  

The Process

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