Weimer Bookkeeping Services
HELPING SMALL BUSINESS OWNERS SAVE TIME AND MONEY!
Your financial partner who will help your business thrive and grow.
We will provide you with the financial information you need to make sound business decisions!
ABOUT OUR FIRM
At Weimer Bookkeeping Services, we understand that managing the finances of a small business can be overwhelming. That’s why we offer expert bookkeeping services designed to minimize the amount of time and worry that a small business owner puts into managing their finances. We pride ourselves in helping small business owners, such as yourself:
- Save money on taxes;
- Increase profitability by an average of 20%;
- Get back an annual average of 75 hours of precious time;
- Obtain valuable insights into financial data for better business decision-making.
We want to take the hassle out of the day-to-day management of your finances and let you focus on what you do best – operate and GROW your business.
And SPOILER ALERT: It’s affordable!
By partnering with us, you will not only gain peace of mind knowing that your finances are in capable hands, but also gain a partner who values your long-term success and are dedicated in helping you achieve your business goals.
We succeed when you succeed!
Our services
At Weimer Bookkeeping Services, our passion is providing business owners with the financial information they need to grow their business and realize maximum profitability while minimizing tax liability.
While we are based in Manalapan, NJ, centrally located between New York and Philadelphia, we work with small businesses across the United States by leveraging the latest in cloud technology. Quickbooks Online is the bookkeeping platform at the center of virtually everything we do as its functionality, security, and integration with other apps is superior to every other bookkeeping solution on the market.
We pride ourselves on providing fast, accurate, and affordable service to enable business owners to focus on what they do best – building their businesses. We have worked with businesses in most major industries and have developed systems and processes that save time and you money. We enjoy being a trusted partner that allows owners to rest assured that their books are accurate and their taxes are minimized.
Here is a list of our most common services…………….
Quickbooks online setup
- Creating QuickBooks Online subscription
- Creating new company file
- Connecting your bank accounts
- Setting up a customized chart of accounts for your business/industry
- Creating your customer list
- Creating your vendor list
- Creating a custom invoice template
- Creating a custom job proposal/estimate template
- Setting up accounts for future tax purposes
- Setting up state sales and income tax schedules
- Setting up payroll
- Automating expenses, invoicing, & payroll
Catchup / cleanup:
- Assemble all Financial Documents
- Categorize Transactions
- Optimize Chart of Accounts
- Record Income and Expenses
- Reconcile Bank and Credit Card Statements
- Review Accounts Receivable and Payable
- Perform Reconciliation for all Business Loans
- Review and adjust accounts based as needed
- Generate Financial Reports
- Evaluate Tax Obligations
- Implement Systems for Ongoing Bookkeeping
- Archive and Back Up Financial Records
Weekly/Monthly bookkeeping
- Reconcile bank and credit card statements
- Email paid receipts
- Customer Invoicing
- Manage A/R & A/P
- Tracking and reporting on proposals/estimates
- Review and adjust accounts based on monthly statements
- Past Due account follow up – stay on top of unpaid invoices
- Profitability analysis
- Monthly financial reporting and consulting
- Custom Reporting as needed
- Bill Pay Processing
- Payroll Processing
- Get ready for Tax Season
end-of-year bookkeeping:
- Gather All Financial Documents
- Write-off Uncollectible Debts
- Correct Miscategorized Transactions
- Reconcile All Bank and Credit Card Accounts
- Review your Accounts Receivables
- Reconciling all Loan Accounts
- Create a Profit and Loss Report
- Create a Balance Sheet Report
- Update Tax Information
- Budget Planning
- Software and Technology Updates
- Prepare for Audits
- Evaluate Financial Goals
Please reach out for a FREE consultation where we can discuss your business goals & challenges,
and in turn free up your time to spend more of it on your business and with your family!
CONTACT US
Send us an email or schedule a phone call…..
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SCHEDULE A PHONE CALL
Let’s talk about your bookkeeping needs and how we can potentially help save you time and money. Click on the button below to select a day and time that works for you and you will be immediately scheduled on our calendar!
Weimer Bookkeeping Services
Weimer Bookkeeping Services 