At Tom Vignali CPA, Inc., we offer a variety of customized Bookkeeping Service Plans that allow business owners to focus on their operations and customers while ensuring their company’s daily bookkeeping needs are met.
Our Basic Bookkeeping Plan is customized to provide essential bookkeeping services, leaving the responsibility for billings, collections, and payments to the client. The fixed monthly fee makes it easy for clients to budget for our services. Should we detect any issues that are potentially problematic, we bring them to our clients’ attention. And we make recommendations regarding the operation and profitability of the business, including tax-planning strategies, when appropriate.
Although limited in nature, the Basic Bookkeeping Plan provides access to our full range of CPA services on a negotiated basis and can be adjusted to meet specific needs.
Basic Bookkeeping Plan services include:
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- Wholesale subscription to QuickBooks Online (lifetime 33% off list price)
- Bank and credit card reconciliation
- Posting of all transactions
- Payroll processing, report filings, withholding and tax filings
- Fixed asset accounting and calculation/recording of depreciation expense
- Class tracking if more than one location
- Financial statement preparation
- Sales tax returns and payment
- Annual filing of Secretary of State annual report
- Annual filing of town/city tangible tax return
- Seamless year-end preparation of federal and state income tax returns
Our comprehensive Controllership Bookkeeping Plan is designed to be all-inclusive, offering services to handle all of the financial activities of a business. With this plan, we also provide direct guidance and advice to the client to ensure maximum profitability.
One of the primary objectives of the Controllership Bookkeeping Plan is to free up clients from financial accounting duties, allowing them to concentrate their efforts on the management and operation of their business. The enhanced services offered in this plan, including performance measures and metrics, provide the client with accurate and timely reporting on a variety of issues to inform and facilitate critical decision-making regarding operations, sales, pricing, human resources, and tax planning strategies.
Controllership Bookkeeping Plan services include those of the Basic Plan, plus the following:
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- Assistance with client invoicing
- Bill payment
- Assistance with pricing strategies
- Management of subcontractors, including obtaining, maintaining, and updating files
- Coordination of annual workers’ compensation audits
- Coordination of general liability insurance audits
- Development of annual operating budget and reporting
- Job costing and profitability reporting by project
- Calculation of FTE labor costs and billable rates required
- Identification and reporting of key performance measures, including cash flow, percentage of completion, etc.
- Quarterly meetings to review financial statement and key performance metrics
- Tax planning strategies for business and ownership
If you would like to further discuss these services or any other accounting issues, please do not hesitate to contact us at: Tom Vignali CPA, Inc.
Contact Us:
Thomas W. Vignali CPA Inc.
118 Point Judith Road
Narragansett, RI 02882
T: (401) 415-0798
tom@tomvignalicpa.com
www.tomvignalicpa.com
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