Carter Billing Services, LLC
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  • Testimonials
  • Packages
  • Want to Start a Business?
  • Contact Information
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YOUR CART

how can I help?

Although each client's needs are unique and I cater my services to each individual business, the general process falls into two steps:
 
Step 1: “Set Me up for Success” Package
  • Discussion re: type of business & accounting system
  • Open business bank account (add myself as signer, if appropriate)
  • Check that business is properly registered with Corporation Division
  • Start up a QuickBooks Online file
  • Input monthly business transactions into QuickBooks
  • Organize & input existing paperwork & receipts
  • E-mail financial snapshot of catch-up months to client (usually in form of Profit & Loss Statement)
  • Establish A/P & A/R process, if needed
 
Step 2: Client Chooses Between 3 Options
  
          1. Client Takes Over Bookkeeping (client maintains QuickBooks Online file) OR
  
          2. “Time to Exhale - I've Got it Covered” Package OR
               a. Download monthly transactions into QuickBooks Online
               b. Input “Owner’s Investment”/"Loans from Shareholder" (biz expenses paid with personal funds or cash)
               c. E-mail monthly Profit & Loss Statement to client
               d. Help client develop financial workflows to more efficiently run their business. 
               e. Remind client to renew business licenses & registration at proper times & assist them with paperwork 
               f. Daily Accounts Payable and Accounts Receivable including follow-up w/client's customers and vendors
               g. Serve as liaison between client & accountant throughout year
               h. Run payroll through QuickBooks Online and take care of payroll tax payments.
               i. Basic HR functions such as setting up new employees & coordinating insurance benefits with insurance reps.
               j. Issue 1099s to independent contractors, landlords & anyone else who requires a 1099 at tax time. 

          3.    “Just Get Me Ready for Tax Time” Package
               a. Download monthly transactions into QuickBooks
               b. Input “Owner’s Investment”/"Loans from Shareholder" (biz expenses paid with personal funds or cash)
               c. E-mail monthly P&L Statement to client
               d. E-mail financial statements and/or QuickBooks backup file to accountant before taxes are due
 
What I Don’t Offer
  • Legal business advice (I can refer you to excellent small business lawyers)
  • Tax preparation (I will serve as a liaison between you & your accountant and submit financial reports to your CPA at tax time)
  • On-site bookkeeping; I work from home since I'm the full-time caregiver of my kids. I don't mind meeting in-person occasionally, but the actual work will be performed at my home office.  




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