Support | M-Th 7-4
Weekly Receipts
YOU:
Each week you supply your Supporting Documentation, including all Expense Receipts, Deposits, and W9s.
BS:
Bell Solutions will review all Supporting Documentation and apply the latest tax code to enter cash-based transactions in your QuickBooks Online system.
Monthly Statements
YOU:
Each month you supply your Statements (or logins) for all balance sheet items and payment platforms used by your business, including but not limited to Checking Accounts, Saving Accounts, Credit Cards, Loans, SBA / EIDL, Online Payment Platforms (Paypal, Venmo, Stripe, Square, etc.), and Employee Benefit Accounts (Retirement, Health Insurance, etc.)
BS:
Bell Solutions will post all monthly accounting entries and complete financial reconciliations.
Compliance Checks
Compliance is rewarded at Bell Solutions!
To deliver our guarantee that your small business is always tax and audit ready, Bell Solutions will conduct financial and system audits strategically throughout the year.
ACCOUNTING SERVICES
After 60-days of not meeting any of the terms of your CFO Services, your Services may be downgraded to Accounting Services for a period of 90-days, or the end of the current tax year, whichever is sooner.
Financial Reporting
Up to date with your documentation?! Your small business financials are always ready for your use in your QuickBooks Online to the extent that documentation has been provided.
By navigating to 'Reports', then selecting 'Profit and Loss' from the Standard reports tab, you can view your income and expense records. Need help? Just let us know!
QuickBooks Compliance
Compliance is rewarded at Bell Solutions!
To ensure the accuracy, functionality and compliance of your accounting system, Bell Solutions will complete all cash-based accounting entries and provide the maintenance of your QuickBooks Online.
When changes are made to bookkeeping data, system settings, financial structure, or other non-accrual entries in your QuickBooks system, 1) discounts will be removed from your billing, 2) your user rights will be reduced, and 3) your CFO Services will be immediately paused. To continue with CFO Services, Prerequisites must be successfully redone.
Year End
At the beginning of each year, Bell Solutions will prepare a year-end packet for your business with everything needed to file your business income taxes. If eligible, you can sign up for annual tax services, including Income Tax Services and 1099 Filing Services.
Tax & Audit Ready
To Save Money & Ensure Accuracy:
- Send your receipts weekly. (Notes are not receipts.)
- Send, or provide online access to, your business account statements each month.
- Never enter, or edit, cash transactions in your QuickBooks system, even if your app tells you to categorize transactions.
- Never alter the settings in your QuickBooks system.
- Notify Bell Solutions when new users need access to your system.
