Bookkeeping
For a client who does not have sufficiently experienced or available staff for routine bookkeeping duties, these services, and more, can be arranged by Sun Mountain.
Online business is revolutionizing industry and forcing traditional offline companies to take notice and reevaluate their business strategies. If your company wabts to successfully compete in the increasingly Internet-dependant business arena, not only do you need to take advantage of the opportunities the Internet presents - you need to do it well. The majority of our work will involve the intensive use of computers. We have modified and used software programs to simplify the routine aspects of accounting work. Sun Mountain is confident we can use this experience to simplify or improve the reporting processes at your facility.
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Several Bookkeeping options are available, including:
Full charge bookkeeping: All accounting transactions are performed by Sun Mountain with monthly reports sent to management.
Quarterly on-site reviews: your staff performs accounting tasks as usual, but on a quarterly basis, Sun Mountain will come to your site to perform a review of the transactions from the last quarter, make adjustments as necessary, and train staff, as time permits. This will help elimate erros over time. This will provide client management with reliable and meaningful accounting reports on a quarterly basis and will also train staff over time to prevent major fluctuations in account balances throughout the year.
Monthly packet reviews: An initial on-site visit is usually required to start this service. At that time, account balances will be adjusted to the appropriate amounts. In addition, an example packet of monthly information will be prepared for staff to reference in future months. This packet will include all statements/documents that should be copied each month and sent to Sun Mountain, along with a backup copy of your quickbooks filr or general ledger detail report, if not using Quickbooks. Each month, your staff will send the packet to Sun Mountain and we will review it and compare it to values in your accounting software to determine what, if any, adjustments are necessary to keep the accounting records in order. An annual visit may still be necessary to ensure no major changes have taken place, to prepare for your annual audit, and/or to train staff as necessary.
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(We can also tailor a bookkeeping package that combines several of the items above. We can make one that is unique to your needs!)