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OUR SERVICES

Business and accounting services that best fits your needs

GETTING STARTED

Initial Bookkeeping Setup

To start, we set up your business with the Quickbooks Online subscription that works best for your company. We will ask for access, if you already have an accounting software.

Included with this service...

  • Set up accounting software

  • Receipt Management 

  • Sales Tax set up

  • Cloud based shared drive

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Monthly Bookkeeping

This service includes 

  • Bank Reconciliation

  • Data entry

  • Financial Reports

  • Monthly Reviews

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NEED TO CATCH UP?

BOOKKEEPING CLEAN UP

Already have a bookkeeping system?  Our Bookkeeping Clean-Up service is perfect for companies that may have fallen behind on their bookkeeping and would like to get caught up. This will allow you to be up to date on your books rather you would like to continue to keep the bookkeeping services in house or you would like to contract One Savvy Accountant to do this service for you.

  • Review current Trial Balance and Bank Reconciliation

  • Strategize and make recommendations to improve your situation

  • Fix and improve on the following issues

    • Payroll​

    • Point of Sale

    • Settings

    • Bank Accounts

IN-HOUSE BOOKKEEPING

BOOKKEEPING TRAINING

Our Bookkeeping Training is catered to those that would like to do their own bookkeeping in-house. One Savvy Accountant, LLC. has accountants on staff that are Quickbooks Certified ProAdvisors.  We will assist you in navigating Quickbooks and make recommendations to best fit your company.​

  • Quickbooks Software Setup

  • Customize Chart of Account

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QUARTERLY BOOKKEEPING REVIEW

If you choose to go with the In-house bookkeeping option, we recommend that you have a quarterly review by one of our accountants. 

  • Transaction review

  • Quarterly financial reports (Income Statement, Profit Loss, & Cashflow)

  • Strategies and Recommendations for the next quarter

MONTHLY BOOKKEEPING & ACCOUNTING

The accountants at One Savvy Accountant, LLC. can help your company with a wide range of services. Packages will be created to suit your needs. ​

SERVICES

  • Data Entry

  • Payroll Processing

  • Accounts Receivable

  • Accounts Payable

  • Quarterly tax filings

  • Inventory Management

  • Sales Tax Processing

  • Estimated Tax Payments

  • Monthly Reporting

  • Bank Reconciliation

  • Multiple Bank accounts

  • Budgeting

  • Cash Forecasting

  • Bill Payment

  • Clean Up General Ledger

  • Consulting

YEAR END

TAX READY

One Savvy Accountant, LLC. is here for you until the end. We help with the following end of year task...

  •  1099 

  • W2

  • Schedule C

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