Your bookkeeper is the person who handles the day-in-day-out financial record keeping in a consistent fashion. Your bookkeeper maintains your business General Ledger where all sales and expenses are recorded.
Your accountant specializes in analyzing the information previously compiled in your General Ledger and produces financial models using that information. Having a good bookkeeper is just as important to your growing business as having a good accountant.
A successful combination of bookkeeping and accounting services contributes to the long-term financial success of the business
Yes. Simply ask us for a quote. It does not cost a thing.
Yes, we can take any QuickBooks file, correct it as needed and make it work properly. If you need training for QuickBooks, we do that too.
Yes; Elements Accounting does not provide actual tax services nor do we file your tax forms. We work with the CPA of your choice to prepare everything they need to file your tax returns. We save you money in that your CPA billable time is greatly reduced because they have all your information - correct, organized and properly laid-out. If you should need a referral to a CPA, we are happy to provide one(s).
A QuickBooks Advanced Certified ProAdvisor is an individual who has demonstrated a high level of product knowledge; has proven, documented and tested advanced troubleshooting skills and has the ability to handle complex scenarios and implementations. A QuickBooks Advanced Certified ProAdvisor must have at least three years of QuickBooks Certifications and has passed a rigorous testing process.
A QuickBooks Certified ProAdvisor is an individual who has passed the certification exam with at least 85% or higher.
A QuickBooks ProAdvisor is an individual who has signed up for Intuit´s QuickBooks ProAdvisor Program and pays an annual fee. A QuickBooks ProAdvisor has not necessarily received any training or passed any certification.
As often as your business and your business needs require. We do recommend establishing a regular contact schedule to keep us updated on your business plans as this allows us to better address specific business needs.
Yes. One person is assigned to your account on a fulltime basis. Your personal accounting person is familiar with, and responsible for, all your needs, requirements and books. Additionally, you have the advantages that come with a solid team of bookkeepers and the back-up of our administrative and support staff.
Our office is open Monday-Friday 9:00 a.m. to 5:00 p.m. You are always able to reach us within those hours; if your specific account person is not available at the time of your call, be assured he/she will get back to at the first possible moment and always within no more than 24 hours of your call. We also can be reached via email and text throughout the day.
Absolutely! Discretion and privacy are important to our firm and are guarantees we proudly make to our clients. Please refer to our privacy policy for further details.
With high standards and a diligent screening process, we make sure that anyone working on your books is capable and trustworthy.
We have outstanding security and backup procedures throughout our system. We have qualified and experienced network administrators that take care of the data you have entrusted to us. All your data is secure and available on demand.
We're always looking for highly talented and qualified staff. We only hire the most capable full-charge bookkeepers and accountants who, in addition, are experts in QuickBooks and Excel. All of our full-time positions are salaried with benefits. Elements Accounting is an equal-opportunity employer
Clients must take responsibility for reviewing all reports for clarity and accuracy. This is because it is important that you understand your books. Clients are responsible for the maintenance of supporting transaction documentation – hard copies of receipts, etc.
Client should have their own financial advisory team (or be sufficiently financially literate) and not rely on Elements Accounting to manage internal regulatory compliance and behavior.
Absolutely! We will transfer all of your information back to you or your new accountant upon your written request.
Yes we do. In the discovery process we will determine if it is best to continue with the QuickBooks that you currently have and simply update it or if it is more to your benefit if we create a new company QuickBooks file.
Not by any means. Thanks to technology all you need is an internet connection. We work with you online. Every Elements Accounting client has a secure, password protected cloud based workroom designated strictly for their accounting needs. Only you and your accountant or bookkeeper has access to the space and all the documents therein. Besides, we like working in casual clothes as much as you do!
Determination of a set-up fee, if any, is contingent on exactly what is required for each client. After your free consultation we assemble an accounting or bookkeeping customized package detailing exactly what services Elements Accounting will perform on a monthly basis. Your package will include monthly costs and an explanation of the one-time set-up fee if it is required. You decide if you accept our offer.
We can work with your existing accounting firm so there is no need to change existing relationships. Our staff is well trained so that your financial records are in great shape each month of the year, which can provide the benefit of lower year-end accounting fees. Your accountant will be pleased you integrated Elements Accounting into your financial management.