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The firm's principals are Steven and Theresa
Weil, a husband and wife team.
Steven Weil, has a PhD in Finance and is an
Enrolled Agent (EA). He has a strong background in business operations, marketing, and
consulting to assist clients in expanding their profitability.
Theresa Weil, has a PhD in Finance and is also an
Enrolled Agent. She oversees the accounting and administrative functions of the firm while
using her background in banking to assist clients in obtaining financing.
Enrolled Agents are then part of a select few who can represent clients in all fifty states before all levels of the Internal Revenue. As Enrolled Agents (EAs), they are highly qualified to assist clients with all tax matters, including tax planning, estate planning, audit representation, and tax preparation. For more information about EAs see www.naea.org.
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| What We Do... |
We will not make you feel like a square peg in a round hold. Let us custom tailor a bookkeeping service plan that fits your need. Whether you just need some help getting your books reconciled or you want us to handle everything our menu of services lets you choose the services that fit your needs best at a cost that fits your budget.
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| Services Offered |
Accounts Payable
- Check Writing
- Invoice Posting
- Imaging & Filing
- Tracking
- Aging
- Handling Vendor Phone Calls
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Accounts Receivable
- Invoicing
- Statements
- Payment Processing
- Interest & Late Payment Fees Posting
- Late Notices
- Aging
- Collections
- Handling Customer Phone Calls
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Costing / Client Funds Advances
- Track Expenses by Job , Project or Client
- Track Payroll by Job or Project
- Track Revenue by Job, Project or Client
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Month End / Period End Processing
- Reconciliation of Bank Accounts
- Financial Statements
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Sales Tax Processing
- Business Improvement Notes
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Payroll Processing
- Check Writing
- New Hire Reporting
- Tax Reporting
- Workers Comp Reporting
- Garnishment Processing
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Trust & Escrow Accounting
- Review of Settlement Statements
- Tracking of Deposits & Payments
- Reconciliation to Bank Account
- Reconciliation to Client Funds in Trust
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Cash Flow Management & Tracking Job |
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| Service Options |
Service Frequency
- Daily
- Twice a Week
- Weekly
- Bi Weekly
- Semi Monthly
- Monthly
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Choose how you want to receive Information from Bookkeepers Now:
- Web Based Access to All Documents, Reports, and Back-up Information
- E-mail Delivery of Reports
- Fax Delivery of Reports
- Paper Reposts Delivered By Mail
- Paper Reports Delivered By Fed X
- Fax Delivery
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Choose how you want to send your information to Bookkeepers Now:
- Scan & Up Load to Secure Web Portal
- Fax to Toll Free Fax Server
- Scan & Email
- Mail in Prepaid Envelope
- Federal Express
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