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Working with Financial Documents

Services

Bookkeeping

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Bookkeeping is the process of systematically recording, classifying and tracking financial transactions to provide an accurate picture of a company's financial activities. It involves the recording of financial transactions in a set of books, such as a journal and a ledger, and the use of accounting software.

The goal of bookkeeping is to maintain accurate and up-to-date financial records that can be used to produce financial statements, such as an income statement and balance sheet, and to comply with legal and tax requirements.

Bookkeeping provides the foundation for the higher-level work of accounting and finance, and is an essential aspect of running a successful business.

Software Setup

 

We can help set-up your new financial/payroll software and integrations. We can also perform conversions from one system to another so you can stay on the right track.

Retail Management

 

Let us help you get your inventory process in order!

We will analyze your unique situation in order to help you integrate the best Inventory management system to maintain accurate inventory.

Startup Development Team

Payroll Services

 

Bookkeepers handle the day-to-day financial transactions of a business, including payroll services. This includes recording and processing employee pay, calculating and withholding taxes, and issuing paychecks or direct deposits. They also keep track of employee vacation, sick time and other leave.

They may also handle the filing and payment of taxes related to payroll, such as federal and state income taxes and unemployment insurance.

Having someone handle payroll services is important for several reasons: meeting compliance standards, maintaining accuracy, save you time, improve security, and can be cost effective.

Forms 1099

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Businesses are responsible for creating and filing 1099 forms, which are used to report certain types of income to the Internal Revenue Service (IRS).

This includes income from non-employment sources such as

  • rent

  • dividends and interest

  • payments made to independent contractors and other self-employed individuals.

     

    The 1099s must be filed with the IRS by the deadline. We can make sure that the forms are accurate, conform to the tax laws, and are filed by the IRS deadline.

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DIR Compliance & Prevailing Wage Reporting 

 

DIR Contractor Registrations, assistance with wage determinations, weekly compliance reporting, monthly payment of training funds, and more.

Let us take the burden of DIR compliance off of your hands!

Retail Integrations

 

We offer Bookkeeping integration with

  • Shopify

  • Square

  • other Merchant Accounts & POS systems

    To keep your business running smoothly!

Training

 

We offer group and one-on-one training services for

  • QuickBooks Desktop

  • QuickBooks Online

  • QuickBooks Online App Integrations

  • as well as bookkeeping training from Accounts Payable to Accounts Receivable, bank reconciliations, sales tax filing, and more. 

Sales Tax

 

Processing refers to the practice of conducting and completing a set of financial and/or operational tasks on a regular basis. This can include activities such as preparing and analyzing financial statements, reconciling accounts, and reporting on business performance. The purpose of processing is to provide regular, up-to-date information on a company's financial status and help ensure that it is in compliance with regulatory requirements.

 

We Offer

  • Quarterly Processing

  • Monthly Processing

  • Annual Processing

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Hours

Monday — Friday
9:00 am — 6:00 pm

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Saturday — Sunday
By Appointment

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Contact Us

Susan@centralvalleyaccounting.com


13061 Rosedale Hwy, Suite G431

Bakersfield, CA 93314

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