We offer the following services to our clients:

Small Business Accounting Tax Preparation Payroll QuickBooks consulting General business or personal consulting

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Small Business Accounting

Bengtson & Associates will take care of your books, allowing you to focus on running your business and generating profits. We provide value-added services to provide you with information and knowledge that will add to your bottom line.

Bengtson & Associates will perform the following services each month or quarter:

• Generate an income statement
• Generate a balance sheet
• Reconcile your bank account
• Prepare all state and federal tax forms
• Provide consultation
• Pick up and delivery of your accounting records

We can also provide your business with payroll, tax planning, tax preparation, consulting, or any other of our services.

Income Statement

An income statement provides you with a list of all revenues and expenditures to show profit or loss for the period.

An income statement also:

• Displays the operating performance of your business by listing revenues and expenses
• Compares revenues and expenses with budgets to show actual vs. budgeted allocations
• Identifies each specific expense to ensure no details are unaccounted for
• Compares current period with previous periods and year-to-date statements
• Determines income tax liability

Balance Sheet

A balance sheet displays your company’s financial condition at a specific moment in time.

A balance sheet also:

• Lists assets, liabilities and owner’s equity at a moment in time
• Gives information needed to compute financial ratios used by banks and creditors to determine the strength of your company
• Displays cash and your business’s ability to pay current liabilities
• Determine if your business is in position to expand

Bank Reconciliation

Reconciling your bank accounts each month allows us to keep your records up-to-date and accurate.

A bank reconciliation also:

• Lets you know exactly how your business is doing. If you accounts are not reconciled correctly, your financial statements will not be accurate.
• Detects bank errors by preventing unjustified bank charges or incorrectly posted transactions.
• Helps to manage your cash more effectively, which will save you money.
• Allows you to sleep peacefully at night knowing that your accounts are reconciled and balanced.

Consultation

Please feel free to call us when you have any questions or concerns. Use us as a sounding board in all important financial decisions. This will help you make the right decisions and help you understand the new tax laws.

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Tax Preparation

The experienced professionals at Bengtson & Associates can take care of all of your income tax needs. Today’s tax laws are extremely complicated and filing a relatively simple return can be confusing. Even if you use computer software, it is easy to overlook deductions and credits to which you may be entitled. There is no substitute for professional tax assistance.

Bengtson & Associates will provide:

• Your tax return prepared and reviewed by our tax professionals
• A final review of the tax return using our computer software to check math and identify any potential problems
• Electronic filing of your tax return to ensure a speedy refund
• A list of potential and commonly overlooked deductions to limit your tax liability

Books a Mess?

We can provide bookkeeping and prepare a Schedule C or 1065 for your small business as well as your personal income tax return. We will help set up a system to keep your books organized for future years.

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Payroll

Let Bengtson & Associates handle your payroll so you can concentrate on running your business.

Why have us do your payroll?

Time Efficiency- There is no need to train your employees or use your personal time to calculate payroll. We are qualified and have experience doing payroll for many small businesses.

Cost Effectiveness- Avoid costly tax deposit mistakes or paying penalties. We guarantee that all your tax payments are made accurately and on time.

Automatic Deposit- No need to hassle with paychecks, we can automatically deposit employees’ paychecks into their bank accounts.

Tax Filing- Eliminate the risk of filing your own payroll taxes. Tax laws are continually changing and becoming more complex and our professionals will keep everything up-to-date.

What you will receive every pay period:

• Payrolls ready to sign and distribute
• Employee earnings statements complete with current pay period and year-to-date wages, taxes, and adjustments
• Payroll journals that detail current payroll information
• Report of cash needed to cover payroll expenses and tax liabilities
• Payroll worksheets to record your payroll each month
• New hire reporting

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QuickBooks

QuickBooks is the ideal accounting software for small businesses and we can assist with any of your QuickBooks needs.

Reasons to use QuickBooks:

• You will save considerable time on bookkeeping and paperwork by using the software because many entries and calculations are made automatically.
• Reports can easily be generated so you always know where your business stands.
• The software can be formatted to fit your customized business needs.
• It is compatible with other programs such as Microsoft Excel, Work, and Outlook, which will save you input time and eliminate transfer errors.
• It is an affordable, reliable, and proven product.

Bengtson & Associates will assist you by:

• Providing the initial set-up and installation of your QuickBooks program
• Educating you on how to use QuickBooks for your business
• Answering any questions you may have about your files
• Keeping a backup copy of your QuickBooks file on our network for assistance

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General Business and Personal Consulting

Please feel free to contact us with your specific questions about your business or personal financial situation.

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