CUSTOM BOOKKEEPING INC
Helping Small Businesses Grow

 

Accurate and timely accounting information is a necessity for any successful business. CUSTOM BOOKKEEPING INC can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. Our goal is to be your "One Stop Shop". In addition to the traditional accounting and financial statement services, we offer the following:

- Financial Planning Services
- Tax Planning and Return Preparation Services
- Payroll Services
- Check Writing and Billing Services
- Client Portals & Software

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:
- Investment Consulting
- Financial Planning to Achieve Specific Goals
- Retirement Planning
- Estate and Business Succession Planning
- Insurance Consulting

Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities. Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns. We offer remote payroll entry, remote paycheck printing, direct deposit, atm debit cards for employees without bank accounts, view or print your payroll reports through our client portal {see the client log in page under DEMO}. SERVICE is our specialty

Check Writing and Billing Services

As with Payroll Services, Wouldn't it help if you relied on a trusted and accessible business partner to handle your check writing, billing and/or collection needs? It's like having your own in house controller, allowing you to concentrate more on what you do best-successfully manage your business.

Client Bookkeeping Software

Client Bookkeeping Solution (CBS) is uniquely designed to simplify your day-to-day bookkeeping and checkwriting needs. CBS is also available in Application Service Provider (ASP) version, enabling you to access your checkwriting and accounting software any time and from anywhere using the speed and power of the Internet. The best feature however is that WE support it. No other software has that feature. Ask us for our information brochure.

 

 

INFO@CUSTOMBOOKKEEPINGINC.COM