J. Bankert Bookkeeping is a great help to the Bluffton Area Chamber of Commerce. Our accounts are always up-to-date and whenever we have a question, we receive an answer very quickly. Julie Bankert has exceeded our expectations and is very professional in her handling of our bookkeeping needs. We couldn't be more satisfied.
Imagine what it is like to have peace-of-mind that orderly, up-to-date bookkeeping gives you!
Do you know how much you really spend?
Are your accounts receivables too high?
Do you have organized, accurate information ready for tax time?
Do you want more time to work on what you love to do?
We take on the tasks of everyday bookkeeping for you and your business.
The most important service we can provide is capturing and summarizing reliable financial information about sales, expenses, receivables, and payables which is vital to those that want to effectively manage their personal and business finances.
We provide you with accurate, timely, relevant financial information that will help you run your business or your personal finances in a profitable, sustainable way.
- Services include both onsite and virtual bookkeeping (leveraging internet-based software technologies, or cloud-based software to enhance productivity).
- We create non-traditional work environments that take advantage of remote or part-time resources, not requiring the expense of full-time staff who may not be fully utilized.
- Specializing in QuickBooks
We can do as little or as much as you want us to do. We can work by project, or day-to-day, or monthly, or quarterly - what ever your record keeping needs are - we'll work together and get it done.
** Rates are reasonable and affordable
* All major credit cards accepted
Daily/Weekly
- Record Sales invoices
- Email/Mail Customer invoices & Statements
- Record customer payments
- Maintain Accounts Receivables
- Bank Deposits
- Record Debit card transactions
- Record vendor invoices
- Maintain Accounts Payable
- Process manual checks as needed
- Payroll processing - 3rd party
Monthly
- Prepare Bank Account reconciliations
- Prepare credit card reconciliation
- Prepare month-end adjusting journal entries
- Prepare Sales Tax return - electronically
Financial Reporting
- Balance Sheet
- Profit and Loss Statement - Month
- Profit and Loss Statement - Year-to-Date
- Statement of Cash Flow
- Sales Tax Reports
- Bank Reconciliation Reports
Income Tax Returns
- Processed in conjunction with an affiliated Tax Professional