Services

CPA Cloud Keeper, Inc currently services small to mid-size businesses in a variety of industries. Call or email us to schedule an appointment to discuss further and to get started. We will be happy to provide you with references upon request. Our goal is to free up your time to grow your business by handling your back office accounting and bookkeeping.

We can set up your QuickBooks or accounting software to correctly fit your business model and provide the reporting functionality that your business requires. We will help to create custom financial reports of key financial figures and deliver these reports to you daily, weekly or monthly. We will identify any changes in your account activity and analyze and report them to you. We will also compare your budgets and actuals and provide the most useful financial tools needed to manage your business.

Once we set up your QuickBooks file or accounting software, we complete any required backlog work as well. Then we set up a shortcut on your computer desktop that gives you quick access to the server. This shortcut allows you to log in to your QuickBooks file to print checks, send payments via QuickBooks Bill Pay service or view transactions and reports. Our dedicated secure servers are safe and convenient. Authorized users get 24/7 access to data through any computer or mobile device using the latest Web browser for secure access.

Our Services Includes

• System Setup – implementation and setup of accounting software
• Set up and design Chart of Accounts as per industry and required by clients
• Reconstruction and correction of Books of Accounts in existing books/accounting software
• Recording of transactions and gross up payroll transactions
• Reconciliations – Bank, Credit cards, LOC, Payroll etc.
• Payroll Services Set up – Process weekly, bi-weekly, monthly and Federal State and Local Tax Filing
• Accounts Payable, Accounts Receivables and Billing
• Monthly & Quarterly Sales tax Filing
• GAAP Financial Statements – Balance Sheet, P&L, Cash Flow & MIS Reporting
• Month End, Year End Closings & Year End financials
• Budgets & Forecasting
• Financial Statement Analysis
• Audit Preparation & Fiscal Year Clean up
• 3rd Party Integration -Integrate your software with QuickBooks add-ons
• Quick Tune-up – review transactions for the year and clean up errors
• Data Entries / Completing backlog work (if any)
• Annual Bookkeeping an Write-up of books
• Special project services as needed