Lodi, CA CPA / Affordable Accounting Solutions
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JOB COSTING

Many contractors and other trades need information on a job by job basis. We can help you to track all income and expenses for each job. This allows you to make informed decisions when bidding jobs and to see which jobs are the most profitable.

FILE SETUP AND ORGANIZATION

If you have boxes of papers or the file system you are using has become outdated, contact us for help organizing your information. We can help you to create a file management system that will be organized, efficient and easy to maintain.

PROPERTY TAXES

Even when you are renting, you still must pay property taxes on the office equipment and furnishings.  Our office can help your prepare the annual form and make sure that you pay no more tax than is actually owed.

SALES TAX

We have years of experience filing both online and paper sales tax reports in a variety of industries from restaurants to gas stations. We have experience with point of sale reports (POS) and using them to create financial statements. We can help you to create a system to track your sales. For example we could create a spreadsheet which would not only track your sales, cash paid outs, sales tax and even write the journal entry to post sales into your accounting software.

STAFF TRAINING

We can help train your staff on your accounting software, bookkeeping methods, file organization and maintenance. This saves you money because you would have our office as a resource and can hire a less experienced employee at a lower rate of pay.

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a Free Consultation.

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