How We Can Help
Monthly Bookkeeping and Accounting
We will record all of your sales and expenses, reconcile your bank and credit card transactions, prepare a balance sheet detailing your assets, liabilities and equity, and provide you with a monthly profit and loss report that helps you understand the health of your business.
Year-end can be stressful. Your team at ARI is here to help alleviate that stress and help ensure your business is compliant with regulations. We will work directly with your tax preparer to provide all documents needed to complete your tax returns.
If requested, we can also prepare year-end statements, including 1099 forms for your subcontractors. There may be an additional charge for this service as not every small business has these needs.
Advice Any Time You Need It
We can help you interpret and understand the state of your business’s finances and you can take comfort in knowing that we are always available to answer your questions and address your concerns.
We will prepare your sales, use and property tax returns and interface with your tax preparer as necessary.
Bookkeeping vs. Accounting
Bookkeeping services include a variety of tasks from recording bank transactions and payroll to financial statement preparation and tax compliance. These services are primarily used by small businesses with cash-basis accounting.
ARI also offers comprehensive accounting services for businesses or non-profit organizations that require additional services, such as cash management, accrual-based accounting or CFO level support.
|Description of Services||Bookkeeping||Comprehensive Accounting|
|Bank Accounts and Credit Cards||true||true|
|Profit and Loss Statement||true||true|
|Profit and Loss Monthly Trend||true||true|
|Profit and Loss by Business Segment/Program||false||true|
|Accounts Receivable Reconciliation||true||true|
|Aged Accounts Receivable Review||false||true|
|Prepaid Accounts Receivable Review||false||true|
|Fixed Assets and Depreciation||true||true|
|Year-End Financial Statements||true||true|
|Board of Directors Meeting Participation||false||true|
|Financial Strategy Development||false||true|
Highly recommend Chris and his team at Accounting Resources. My questions, either by phone or email, are always promptly responded to. Even better, Chris at ARI knows my business inside and out and has been able to guide us through both tough times and unprecedented growth. Throughout the pandemic, he has kept us up to date on government programs, too. It's nice to have someone who seems to care about my business as much as I do.
ARI is amazing!! They saved me so much time and money over the years I can’t thank them enough. ARI is one of the #1 reasons my business has continued to grow. Customer for life!
I have been working with Accounting Resources, Inc. for over six years. They are extremely knowledgeable and efficient with their services. They helped me financially manage and understand the ins and outs of my business, kept me up to date and informed of all and any changes in rules and regulations, and guided me through an unprecedented year in 2021, as well as the previous five. Your access to your information is easy and fast. They have incredible support staff, from the front office to the tech support. They are quick, responsive and kind to boot. Accounting Resources is more than just an accounting firm and they go above and beyond for their clients and staff. Highly recommend.
We've been using Accounting Resources for our multiple businesses for over 11 years now. Chris and the ARI team are super detailed, always easy to get in touch with, honest and so speedy. I feel comfortable asking any question, Chris always knows the answer! ARI makes a point to understand your business and to really care about it. They're all really friendly and feel like a part of our team.
Common Bookkeeping Questions
Can I afford to hire someone to do my bookkeeping?
If I hired ARI to manage my books, how would I get started?
Can I maintain control of my bookkeeping?
Definitely. In fact, with ARI, you will have more control. Your accounting software can be hosted on our secure server so you can access your accounts anytime. And, each month, you’ll receive an easy-to-follow summary that helps you understand the state of your business financials.
What’s more, you will have one point of contact – a financial professional who will help you interpret the health of your business each month. He or she is always just a phone call away – ready to answer your questions or discuss your concerns
Will I be locked in to a long term contract?
With ARI, you are never locked in. We operate on a month-to-month basis with our clients. If you ever want to end our relationship, simply give us 30 days’ notice.
How can I be sure I’m compliant with sales and use and property tax requirements?
I received a tax notice from the state or IRS. How do I handle it?
This is one area where our clients quickly realize the benefits of having an experienced accounting professional on their side. If this happens to you, simply forward the notice to your team lead and he or she will determine how best to handle it.