Bookkeeping & Consulting

    Managing the financial affairs of your business properly? If you are not sure, we can help!

    Dynamic Duo Business Solutions believes your books should look as good as your business. We will work with you to find a bookkeeping solution that fits your immediate and long-term needs. We do this by helping you select the right financial products then determine if you need:

    • - Customized bookkeeping proposals for projects or long-term solutions
    • OR
    • - QuickBooks Live Bookkeeping where Intuit will match you with an online bookkeeper
    What does a bookkeeper do?
    • Review and make recommendations of Intuit software and services requirements and stay up to date (i.e. QuickBooks Premier Non-Profit Edition, Intuit Payroll Services, merchant service options)
    • Develop and maintains a chart of accounts (bank balances, equity/liability accounts, revenue, COGS, and operating expenses) with categories that meet your needs
    • Ensure everything is ‘accounted for’ and organized in one place
    • Make some or all entries as necessary
    • Generate invoices, collections notices, pay bills, make deposits
    • Reconcile accounts with banking statement(s) so that balances match up (including merchant/credit card accounts)
    • Process payroll if needed (includes set-up to pay employee taxes quarterly through the QB Payroll platform)
    • Ensure employee paperwork is maintained & employees are E-Verified
    • Generate QuickBooks reports monthly (P&L, Balance Statements, Comparison to budget, etc.)
    • Create customized reports available upon request (i.e. unique profitability tracking, PL comparisons/YOY/to Budget, data accompanied with charts and graphs)
    • Provide accountant/CPA reports for filing income taxes, 1099s, and employee W4s
    • Confirm annual taxes, 1099s and W2s are filed by CPA
    • Budget & Forecasting development
    • Consider and verify your business is in good standing with local, state, and federal expectations and create a plan to get you there if not
    • Maintain open dialog with owner(s) and employee(s), accountant, & Vendors regarding financial or payroll questions
    • Reveal best practices and improve processes as they come up