Quarterly Books

WHAT

Our QUARTERLY BOOKS service consists of quarterly bookkeeping, which includes the following:

  • Quarterly accounting of all business expenses
  • Quarterly accounting of sales and deposits
  • Quarterly bank reconciliation of Monthly bank statements
  • Quarterly financial reports: Income statement, balance sheet, trial balance, and general ledger.

WHO

The QUARTERLY BOOKS service is the perfect solution for small business owners who do not require monthly bookkeeping, but desire to keep track of their business on a somewhat regular basis.

We recommend this plan for:

  • Business owners you would like to see how their business is performing on a regular basis, so that they can make critical business decisions.
  • For Businesses that have payroll - this service is a minimum recommendation, since all businesses, at a minimum, are required to compute and pay quarterly payroll taxes.
  • Businesses that are required by franchise agreements, to provide quarterly financial reports
  • Businesses that have loans and are required to provide their financial institution with quarterly financial reports

HOW

Not ready to sign up yet? Email us at [email protected] or call us at (805) 966-2262.

Andy always had great ideas and was able to help other people improve their businesses. Her clients seemed to be very pleased with her work.
Gary Kravetz, CEO
National Careers Corporation Santa Barbara, California