Monthly bookkeeping
A regular way to organize transactions and keep the accounting work moving. Discuss the records you maintain, the software you use, and the tasks you want the firm to handle.
Services / Business accounting
More order in the books.
More room to think.
Monthly bookkeeping, financial statements, payroll reporting, and QuickBooks support for the work behind your business.
Talk about your businessYour records should help you understand the business you’re running. Keeping them organized is the starting point.
Zack & Company’s business accounting services bring together bookkeeping, financial statements, payroll reporting, and QuickBooks help. The right combination depends on the work you already do in-house and where you need support.
Help with the everyday details.
Financial statements
Financial information can give owners a clearer basis for questions and decisions. The office can discuss the statements appropriate for your needs and the records required to prepare them.
Payroll reporting
Running a team brings reporting responsibilities. Ask the firm how its payroll reporting support can fit with your existing payroll process.
QuickBooks setup, training & support
Whether you are getting started or working through a practical question, the firm’s published services include QuickBooks help.
Start with a conversation.
- 01
Describe your business
What do you do, how do you keep your records, and where is the accounting work taking too much time?
- 02
Identify the help you need
Discuss which tasks stay with you and which services you would like the firm to provide.
- 03
Agree on the next steps
Confirm the scope, fees, timing, and a suitable method for exchanging documents directly with the office.
Good questions to bring.
- Which records will you need from me?
- How will our current software fit into the work?
- Which services are included in the proposed engagement?
- How often should we review the information together?
This service presentation is an independent design sample based on the firm’s published services. Scope and availability must be confirmed with the firm.
The next conversation
Let’s make room
for what’s next.
Tell us a little about your business, your tax situation, or the question that brought you here.
Talk with the firm