WE FOCUS ON THE BOOKS
So you can focus on your dreams!
WE WANT TO HELP YOUR BUSINESS GROW
Your life will be easier and your business more profitable when you hire a bookkeeper….here’s why!
YOU’LL HAVE MORE TIME
…to focus on sales, marketing and customer retention, thus increasing your new and recurring income!
YOU’LL HAVE PEACE OF MIND
…knowing that you can call us with any question, comment or concern that affects your business or personal situation and we’ll be there to help!
YOU’LL BE ABLE TO PLAN
…whether it’s for taxes or for other life investments, you’ll always know where you stand with monthly financials at your fingertips!
Amanda Clay
CEO – Azle Bookkeeping
My focus as your bookkeeper is to provide clean books and accurate financial statements for ease of mind for you in your business health. I am detail-oriented, great at multitasking, and believe in open and honest communication. I have a genuine passion for the services I provide that will allow business owners more time and energy to focus on growing their businesses.
I have three beautiful children, a teenage daughter and boy/girl twin toddlers who all keep me on my toes, and an amazing husband who supports me in every aspect of this business. I look forward to speaking with you to discuss your business needs.
682-261-2124
WHAT OTHER BENEFITS DO YOU GET?
In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits…
Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won’t have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment…while small businesses that are disorganized and unprepared get put on extension.
VIRTUAL BOOKKEEPING SERVICES
Here is a quick glance at all the things we can help you with!
QUICKBOOKS ONLINE SUPPORT
We can get your subscription at discounted prices and train you on the program.
FINANCIAL REPORTING
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!
STRATEGY SESSIONS
We are happy to do monthly strategy sessions to help you work through issues and new ideas to plan the future of your business and to discuss the financials in detail.
PAYROLL AND SALES TAX FILING
Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.
INCOME TAX HELP
We partner with CPA’s that offer stellar tax planning meetings and tax preparation for your business and personal tax returns.
LEGAL NEEDS
You can book a consult with our legal team to see if your business is fully compliant. We can help you setup your LLC, incorporate your business or register you for any tax ID number you need.
HOW DO I GET STARTED?
It’s easy! Just follow these 3 steps!
SCHEDULE A CALL
This basic bookkeeping package includes monthly tracking of your income and expense transactions for all business checking, savings and credit card accounts.
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
***QBO subscription is required but can walk you through that later.
SCHEDULE ONBOARDING MEETING
After you sign up for the basic bookkeeping package, we will schedule an onboarding meeting to set up access and review processes in your business.
Don’t worry…we fully expect to do all the heavy lifting but there are some things we need from you to get started.
KICK BACK AND RELAX
With our team at your fingertips, you no longer need to stress or worry about your business’s financial health.
ENJOY running your business and lean on us when you need it!
FREQUENTLY ASKED QUESTIONS
What’s included in the Basic Bookkeeping package?
Every month we will categorize all business-related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business’s past to make decisions on your business’s future. They are required in order to do any tax planning or to fund your business with midyear loans. Unlimited email and text support are also included.
What’s not included in the Basic Bookkeeping package?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-ons include: detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, and sales tax filing.
How do I request additional services?
We can discuss additional services during the initial consultation.
What qualifications does your team have?
We are Certified Pro-Advisors and partner with CPAs and legal professionals. You can rest assured that you are working with the highest quality professionals. We also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
What information do I need to share?
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for an accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
If I have a question, how long does it take to get an email response?
We pride ourselves in being very responsive to our client’s important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.
What hours do the bookkeepers and other team members work?
Due to the flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Is Quickbooks Online required to sign up for the Basic Bookkeeping package?
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping. Versions – Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, I can send you a link to sign up. You will receive a discount on the subscription for the first 12 months. We highly recommend signing up for Essentials or Plus to start.
Do you require a contract?
Nope! No contract is required. However, there are no partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required. You will receive an email from a secure site to review and sign the engagement letter, then it will be available for download once all parties have signed.
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