Lock ~ Spiot Tax & Financial Services

Accounting & Bookkeeping

Timely, efficient accounting & bookkeeping services are available for businesses of all sizes. Computerized accounts are prepared, saved and presented for client review on a quarterly, monthly, and/or annual basis. Budgeting and forecasting support are also available. We support all major accounting programs including Quickbooks and Peachtree.Need Bookkeeping Services for Your Growing Business?Are you ready to find someone who can simply handle all of your bookkeeping needs so you don’t have to?Are you looking to get your books under control, once and for all?Is your bookkeeping taking up more and more of your time, but not enough to hire someone full time?If so, then you’re in the perfect place to find out more about our bookkeeping services. We can help you with any or all aspects of your bookkeeping needs.Business InsightYour books contain valuable information to help you run your business, so it’s important that your bookkeeping is accurate and up-to-date. After we’ve updated your books, we can design and run critical reports that will give you great insight into making the right decisions for your growing business.Tax ComplianceWe’re often asked to clean up books for tax time so that you have the information you need to complete your tax returns. We can work seamlessly with you so that tax time is, well,a little less taxing.Process ImprovementOur experience and training keeps us up-to-date on accounting products and solutions for today’s business needs. Bookkeeping has come a long way since the days of ledgers, piles of paperwork, and green eyeshades. If you’d like, we can suggest new ways of bookkeeping that will save you time and money. Examples of where you might have opportunities for savings include duplicate data entry, paperwork-intensive procedures, and manual processes.FreedomWe’re small business owners just like you. Unlike employees, we don’t charge for vacations, benefits, sick time, mistakes, training, or even payroll taxes. We come “hassle-free,” and we don’t bother you with personal problems! We’re thrilled to have you as a client, and your relationship is important to us. We’re committed to earning your trust.Need QuickBooks Expertise?With roughly 4 million users, QuickBooks is the #1-rated and best-selling financial software for small businesses. From its inception in 1992, Intuit has evolved the QuickBooks product line into a robust selection of software packages designed to serve a wide variety of industries.The Costliest QuickBooks MistakesAlthough QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly. Here are a few of the telltale signs where we can likely save you time, money, and headaches:? If you have account balances or financial statements that don’t make sense.? If your CPA or tax preparer says your file needs to be cleaned up before they can do your taxes, and you don’t know what to do.? If your file runs slow or displays error messages frequently.? If your statements are out of balance.? If you can’t get the reports you need to make good business decisions.? If you cannot get your accounts to reconcile.? If you frequently call the support line at Intuit.? If your bookkeeping is taking you longer than you think it should.? If your reports show items you know have already been paid or received.? And many more.There’s a long list of trouble spots that can occur in QuickBooks, and you’re not alone if you’re having challenges. That’s why we offer a data file analysis when you first come to us. That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.In-Depth QuickBooks Expertise These days, understanding how to best use QuickBooks has grown into its own set of skills apart from traditional bookkeeping experience. Even the best bookkeeper must spend extra time getting to know how to use QuickBooks in order to enter all of the transactions most efficiently and accurately.We’ve gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries. We can take all of the great ideas we see at training conferences and apply them to help you get your accounting done more effectively.Some of the ways we can help you make the most out of your QuickBooks software, including:? Helping you choose the right version so you get started on the right foot? Installation, setup, and customization for your specific business needs? Training and support for you or your bookkeepers to save you valuable time and money? Data and file analysis and troubleshooting, in case you’re experiencing problems? Customized reports to get you the business intelligence you need? Add-ons and upgrades, in case you need more functionalityDo You Need to Learn QuickBooks Fast(So You Can Get Back to Business Fast)?QuickBooks is a great software tool that we love for small business bookkeeping. There are many ways to learn QuickBooks so that you can use it effectively in your business:1. You can purchase a book.2. You can take a course.3. You can hire us for one-on-one customized training.4. You can wing it and try to figure it out on your own.The problem is, if you try to learn QuickBooks on your own, you might eventually stumble upon the best way to use it for your business, and you might not.Speed Through Your Learning CurveBy far, the most time-and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer - and that’s what we do.With our QuickBooks knowledge, gathered across multiple years, multiple versions, multiple companies, and multiple industries, we’ll help you speed through your learning curve so you can be productive fast.We can tailor a training session to your exact needs. We won’t spend time on what you already know; we’ll cover the gaps you need filled in to help you use the software in the most effective and efficient way for your business.Your Place or MineWe can come to your office (within 100 miles) and sit with you as you learn the software.Or we can avoid the travel expenses, log in to your computer remotely so we can see the screen as you type, and provide a remote training session that is just as customized as the one we’d conduct at your office. Technology is amazing, and will help you keep your training costs low.Mistakes in Your QuickBooks FilesThe great thing about hiring a QuickBooks trainer is that we can spot, correct, and prevent costly mistakes that your bookkeeper may be making when posting your transactions. If you go a whole year making the same mistake, correcting it at tax time can be a costly nightmare.When you hire us for training, we won’t let that happen; we can run your file through a checklist of common errors to make sure your transactions are recorded properly. Then we’ll train you on the right way to enter QuickBooks transactions so your financial numbers stay right and your QuickBooks data file stays clean all year long.Complimentary ConsultationIt’s comforting to have an expert available to contact when you need QuickBooks help. To set up a no-cost, no-obligation consultation, give us a call today at 248-499-7049.