Here is a common list of services offered. During the initial interview we can go over these and determine what your needs are. You might also have need for additional services not shown here, which we can negotiate during the initial interview. The process normally progresses as follows:

1. Schedule Initial interview either via email contact (david.ramsey@davidramseybookkeeping.com) or use Calendly (LINK) to schedule the apt. 

2. Please fill out the initial information form to assist us in understanding your requirements (Link to FORM). 

3. We conduct the initial interview. 

4. If it is determined during the initial interview I could help by providing your company services we would together to clarify “what” services are needed, and collect information to create the engagement letter

5. Once the engagement letter is agreed and signed, we would start the onboarding process. 

That onboarding process can vary depending on the services your company selects.

Foundation & Setup: Bank feed setup, QuickBooks Online (QBO) optimization, and third-party software integrations.

Ongoing Management: Transaction categorization, vendor management, invoicing, and payroll processing.

Insight & Compliance: Monthly and year-end reconciliations, 1099 processing, and tax authority integrations.

Common Services:

• Transaction Entries – Most of the time the business will enter their own transactions
• Accurate Financial Mapping—Ensure every dollar is assigned to the correct account for error-free reporting
• Real-Time Visibility—Receive monthly reports that show exactly where your money is going.
• Bank feed setup – The company has to enable this feed on the bank side and we would handle the QBO setup for the bank feed. This can also be done by the company on the QBO side if they want.
• Vendor management
• Invoicing
• Payroll setup – This can vary depending on the payroll system in use.
• Reconciliations – End of month and end of year. Requires automated bank feeds or statements have to be provided by the company. Automated bank feeds are “highly” recommended!
• Month end reporting
• Year end reporting
• 1099 processing
• Third party software integrations.
• Tax authority integrations – Working with your Accounting and Tax professionals to automate the tax process and feed them information.

NOTE: I work directly with your tax professional to provide the clean, categorized data they need to maximize your deductions.