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The importance of having a properly maintained ledger cannot be emphasized enough.
If you are like most of our clients, chances are you maintain your general ledger with QuickBooks software.
BENEFITS of a properly maintained ledger:
MANAGEMENT REPORTS . . .
When your ledger is adjusted to the tax return, reports will be more useful for management purposes. Additionally, your banker may require you to provide both financial statements and a tax return. It's important that the two agree.
TAX ESTIMATES . . .
If you ask us to calculate income tax estimates for you, it's essential that your QuickBooks file agrees to the prior year tax return. Not having a good starting point can affect the current year income tax estimate calculations greatly.
EFFICIENCY . . .
Getting your QuickBooks file in tip-top shape now will allow us to complete your income tax returns more efficiently during tax time.
SAVE MONEY . . .
We charge non-tax rates for this service . . . substantially less than our standard tax rates. If we must combine this work with our tax work, all work is billed out at our higher tax rates.
Our rate for QuickBooks work is $65 per hour, which is far less than the tax rates we have to charge if we have to this type of work at the same time we prepare your income tax returns.
It usually takes 2-4 hours to complete the work. This could be more or less depending on the shape of your file and whether we have done this work for you previously.
EXAMPLES OF WORK THAT NEEDS TO BE DONE:
Ä1 Generally, the principal work required is to update your general ledger (QuickBooks file) with adjusting journal entries (AJEs). The AJEs ensure that your general ledger agrees to the tax return that was filed. We will also setup or change the closing date in the file to help you avoid inadvertently changing the 12/31 year-end amounts.
Ä2 Accounts set up on the wrong financial statement or "type".
Ä3 Make sure your general ledger (QuickBooks file) agrees with the amounts on your property tax return.
Ä4 Payroll items need remapping, rates need changing, employees may need adjusting.
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