All new clients will go through our Good Books Quick Start™ process before we can begin delivery of your selected monthly and one-time accounting and bookkeeping services. We recommended your checklist items be completed in the order listed below. Some checklist items may not be required and will be checked off for you as needed.

  • Create a Lend A Hand Accounting Account

  • Add A Payment Method

  • Connect QBO Account to LHA Platform

  • Check Your Good Bookkeeping Score™

  • Complete LHA Online Client Intake

  • Select LHA Monthly and One-Time Services

  • Send QBO Accountant Invitation

Security and Privacy of your Financial Information

Some firms will manage and store your account login ID’s and passwords and use your credentials to download account statement and transactions. We will never ask you for this confidential information. Your privacy and the security of your accounts is very important to us. We will send you a notification requesting your account statements and missing transactions to upload into your account. This request will show up on your client dashboard. You will securely upload the requested information into a folder within your document upload portal. We use Stripe to process payments for your services. Your accountant will upload the financial reports for your business into the From my Accountant folder located within your secure document upload portal.

Monthly Subscription and One-Time Service Charges

Our monthly subscriptions and one-time services are invoiced and charged to the credit card account on file at checkout. Monthly subscription fees are automatically charged every 30 days. You can update your monthly service subscriptions at anytime. Credits for your monthly subscription changes are prorated based on the number of days in the month that your subscription was active. Credits will be automatically applied when new services are added or when the next monthly subscription fee is charged. We recommend making monthly subscription changes at month-end to avoid service interruption. Changes to monthly services are effective immediately and will start or stop on the date of change. Consult with your accountant before making changes.

Client Communications and Document Sharing

We have designed a custom platform to deliver your bookkeeping and accounting services. Our platform stays connected to your QBO account so that we can quickly and easily manage your books. We have developed a document upload portal for our clients to securely share documents with their accountant. Your accountant will send notifications requesting information and documents that will show up on your client dashboard. You will make selections from existing lists in your account and add information into forms directly within the requests for information on your client dashboard. Your dashboard requests include an option for two-way messaging. You can call, chat, text or email your dedicated Lend A Hand Accounting dedicated accountant anytime.

Client Consultations and Hours of Operation

Lend A Hand Accounting hours of operations are Monday to Friday 9 am to 5 pm (PST). Services outside normal business hours are available by appointment only. Our firm offers free client consultations by appointment. There is no charge for client consultations under 1 hour. A surcharge applies to client consultations over 1 hour. We are closed on New Year’s Eve, New Year’s Day, Thanksgiving Day, Christmas Eve, Christmas Day, Independence Day, Labor Day, Martin Luther King Jr Day and Memorial Day.

Monthly Bookkeeping and Accounting Service Offerings

Our firm has developed the most advanced accounting and bookkeeping service selection platform available. We offer pricing tailored to your needs and budget. You can select services immediately and pay as you go with no long term commitments. You can easily start or stop monthly services directly within your client dashboard. We have designed our monthly services to provide you with clarity and understanding of the specific bookkeeping and accounting tasks that we will manage in your account. We offer flat-fee pricing, which makes it easy to manage your monthly accounting budget. Our firm shares the details of each of our monthly service offerings, including the what, when, why, how and where everything will be done. Our firm works hard to maintain our standard of service in excellence. All of the accounting and bookkeeping work we do is transparent and audit-proof. We believe that accounting services should be affordable, efficient, and flexible. At Lend A Hand Accounting, we’ve found a formula that really works!

Monthly Bank Feed Categorization

Before we can start categorizing your bank feed transactions, you will need to connect your business bank and credit card accounts to QBO. If you have more than 90 days of account transactions, you will login to your accounts to download the missing transactions for a specified date range into an Excel or csv file. You will upload the transaction files into a folder within your document upload portal. Your accountant will upload the missing transactions into your bank feeds to categorize, match and add transactions to your account registers. We use the Uncategorized Income and Uncategorized Expense accounts as holding accounts for transactions that we cannot categorize. Your accountant will send you a notification requesting account information for Uncategorized Transactions that will show up on your client dashboard. You will select accounts from your existing chart of accounts list and add information to help your accountant correctly categorize your bank feed transactions. Your accountant will match money received to sales receipts and customer invoice payments. They will match money spent to vendor bill payments and manual expense entries. And they will correctly transfer money between accounts within your bank feeds. Your accountant will also create custom bank rules to automate your bank feed categorization process.

Monthly Account Reconciliations

Before we can start reconciling your accounts, we need account statements and all transactions need to be added to your account registers. If transactions are missing, you will login to your accounts to download the missing transactions for a specified date range into an Excel or csv file. You will upload your account statements and any missing transaction files into a folder within your document upload portal. Your accountant will upload the missing transactions into your bank feeds to be categorized, matched and added to your account registers. If you are not subscribed to our monthly Bank Feed Categorization Service, you will complete this task. Your accountant will send you a notification requesting missing transactions, account statements, and other information needed to reconcile your accounts that will show up on your client dashboard. Your accountant will reconcile your accounts and upload the reconciliation detail reports into the From my Accountant folder located within your secure document upload portal. Your accountant will work with you to clear any Uncategorized Transactions or Reconciliation Discrepancies in preparation for your monthly Financial Reports.

Monthly Financial Reports

This service is only offered to clients who select our monthly Bank Feed Categorization and Account reconciliation Services. Your accountant will send you a notification requesting missing transactions, account statements, and other information needed to prepare your financial reports that will show up on your client dashboard. Your accountant will prepare a Custom Management Financial Report Suite and upload it into the From my Accountant folder located within your secure document upload portal. There is no limit to the quantity or customization of the reports that can be included in your package. You can select both cash and accrual reports types and all report packages include a Profit and Loss, Balance Sheet and Statement of Cash Flows report.

Monthly On-Demand Bookkeeping Support

This service is offered as a value-add service for clients that have a minimum of the Basic Starter Package, which is $175.00 per month. With this service, small business owners will receive up to 2 hours per month of monitoring, advisory and and support services to complete specific bookkeeping tasks in your QuickBooks Online account. This service is limited and only offered to small business owners that are not Accountants or Bookkeepers. You will have a dedicated accountant that is a Member of the QuickBooks ProAdvisor Program. You can initiate a support request by calling, texting, chatting, messaging or emailing your accountant anytime. During normal business hours, your accountant will send you a notification requesting a meeting and additional support information that will show up on your client dashboard. You will enter support information directly into the request on your client dashboard. Your bookkeeping support service will be provided via a screen share Meeting or by phone. Your accountant can assist you with completing specific bookkeeping tasks, including correcting bookkeeping errors, setting up projects, creating classes and locations, connecting apps or accounts, creating sales and purchase forms, and customizing your accounts and company settings. This service is a huge value-add to business owners using QuickBooks Online, as it will provide them with peace of mind that expert advice on-demand.

Monthly Bookkeeper Backup and Accounting Support

This service is offered in addition to rest of our monthly and one-time services. With this service, you will receive up to 2 hours per month of support for your in-house or outsourced bookkeeper to complete specific bookkeeping tasks in your QuickBooks Online account. You bookkeeper will have a dedicated accountant that is a Member of the QuickBooks ProAdvisor Program. Your bookkeeper can initiate a support request by calling, texting, chatting, messaging or emailing their accountant anytime. During normal business hours, your accountant will send your bookkeeper notifications requesting a meeting and additional support information that will show up on a client dashboard. You will provide your bookkeeper with access to a client dashboard, or the bookkeeper will have their own client dashboard for this purpose. The bookkeeper will enter support information directly into the request on the client dashboard. Bookkeeper support will be provided via a Screen Share Meeting or by phone. Your accountant can assist them with completing specific bookkeeping tasks, including correcting bookkeeping errors, setting up projects, creating classes and locations, connecting apps or accounts, creating sales and purchase forms, and customizing your accounts and company settings. We provide your with a checks and balances system for your Company books. Your accountant will audit, track and review the money received and the money spent that comes through the bank feeds. Your accountant can show you how to create a Management Financial Report Suite each month. This service is a huge value-add to business owners and Bookkeeping Firm owners using QuickBooks Online with an in-house or outsourced bookkeepers, as it will provide them with peace of mind that their books are accurate and audit proof.

Monthly Accounts Payable and Expense Entry

Your Products and Services List and your Vendors must be setup before we can perform this monthly service. You will upload your vendor bills, receipts and check copies into a folder within your document upload portal. Your accountant will send you a notification requesting your product, service and expense account information that will show up on your client dashboard. Your accountant will enter vendor bills, checks, credit card charges and other business expenses. Your accountant will upload an Accounts Payable Aging Report into the From my Accountant folder located within your secure document upload portal. You will pay your vendor bills and your accountant will match your vendor bill payments, checks, charges and expenses to money spent in your bank feeds.

Monthly Purchase Order Entry

Your Products and Services List and your Vendors must be setup before we can perform this monthly service. You will upload your purchase order details into a folder within your document upload portal. Your accountant will send you a notification requesting your purchase order information that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information into a form within the request on your client dashboard. Your accountant will create your purchase orders with the provided information. Your accountant will upload Draft Purchase Orders into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Approved Purchase Orders to your vendors upon request. Your Purchase Orders can easily be Copied to Bill when the purchased products and services are received from your vendors.

Monthly Customer Estimate Entry

Your Products and Services List and your Customers must be setup before we can perform this monthly service. You will upload your customer estimate details into a folder within your document upload portal. Your accountant will send you a notification requesting your estimate information that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information into a form within the request on your client dashboard. Your accountant will create your customer estimates with the provided information. Your accountant will upload Draft Customer Estimates into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Approved Customer Estimates to your customers upon request. You can easily Create Invoices from customer estimates once they have been accepted.

Monthly Customer Invoicing Plus Billable Expenses

Your Products and Services List and your Customers must be setup before we can perform this monthly service. You will upload your customer invoice details into a folder within your document upload portal. Your accountant will send you a notification requesting your customer invoice details that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information into a form within the request on your client dashboard. All billable time and expenses must be entered and categorized before your accountant can mark transactions as billable to pull into your customer invoices. You must identify all billable time and expense entries and provide the markup percentages for each invoice line item. You must provide any applicable tax rates to be applied to each customer invoice. Your accountant will mark all identified time and expenses as billable and pull include them into your customer invoices. Your accountant will create customer invoice payments and deposits to match the money received in your bank feeds. Any outstanding customer deposits or payments will be applied to the oldest open invoice. Your accountant will upload Draft Customer Invoices into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Approved Customer Invoices to your customers upon request.

Monthly Standard Customer Invoicing

Your Products and Services List and your Customers must be setup before we can perform this monthly service. You will upload your customer invoice details into a folder within your document upload portal. Your accountant will send you a notification requesting your customer invoice details that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information into a form within the request on your client dashboard. All billable time and expenses must be entered and categorized. You must identify and mark time and expenses as billable and enter the markup percentages for each invoice line item. You must provide any applicable tax rates to be applied to each customer invoice. Your accountant will pull the identified billable time and expenses into your customer invoices as instructed. Your accountant will create customer invoice payments and deposits to match the money received in your bank feeds. Any outstanding customer deposits or payments will be applied to the oldest open invoice. Your accountant will upload Draft Customer Invoices into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Approved Customer Invoices to your customers upon request.

Monthly Sales Receipts

Your Products and Services List and your Customers must be setup before we can perform this monthly service. You will upload your sales receipt details into a folder within your document upload portal. Your accountant will send you a notification requesting your sales receipt details that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information about customer payment methods into a form within the request on your client dashboard. You must provide customer payment information any applicable tax rates to be applied to each sales receipt. Any deductions for merchant processing fees related to the sales receipt will be entered by your accountant. Your accountant will create bank deposits to match the money received from groups of sales receipts in your bank feeds.Your accountant will upload Sales Receipts into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Sales Receipts upon request.

Monthly Point-Of-Sale Data Entry

Your Products and Services List and your Sales Tax Agencies and Rates must be setup before we can perform this monthly service. You will download your third-party point-of-sale data into an Excel or csv file each month and upload it into a folder within your document upload portal. Your accountant will send you a notification requesting your point-of-sale data that will show up on your client dashboard. You will additionally be able to select product and service items from a list and enter information about your point-of-sale data into a form within the request on your client dashboard. You must provide the product and service items sold, gross sale amounts, taxes, refunds, deposits, credits, discounts, merchant fees, cities, states, countries and payment methods to your accountant per transaction. You must identify taxable and non-taxable sales separately. Your accountant will create entries to record your income, expenses and sales tax liability each month.Your accountant will upload Sales Receipts into the From my Accountant folder located within your secure document upload portal. Your accountant will update and email Sales Receipts upon request.

Monthly Full-Service Payroll

We require that you have your own payroll subscription and sign a tax authorization form for this service, your payroll subscription can be with any payroll provider, such as QuickBooks, ADP, Gusto or Paychex. Your payroll setup checklist and a tax authorization form will be uploaded into the From my Accountant folder located within your secure document upload portal. Your accountant will send you a notification requesting a Chime Meeting to setup your employee payroll together that will show up on your client dashboard. You will be able to add employee details into a form within the request on your client dashboard. Your accountant will customize your payroll chart of accounts and assist you with the setup of your employees for payroll processing. Once your payroll is setup, your accountant will begin sending you notifications each pay period for the salaries, hours worked, rates of pay, additions and deductions to gross pay for each pay date. You will be able to select employees from your existing list and enter information directly into a form within your request. Your accountant will process your payroll on-demand, as you can run payroll as many times as you need at no extra charge. The QuickBooks Full-Service Payroll subscription offers 24-hour and same-day direct deposit and includes calculating and paying your payroll taxes and filing your State and Federal Year-end forms. It also includes free W-2’s that are filed and sent for you, and it comes with a no-penalty guarantee. Once your payroll run is complete, your accountant will upload your Payroll Reports into the From my Accountant folder located within your secure document upload portal. Your accountant will also track and reconcile your payroll expenses and payroll liabilities each month. We can also send you routine reminders of upcoming bank withdraws for Net Payroll and Payroll Tax Payments upon request.

Monthly Owner Salary or Draw Posting

We require that you sign a tax authorization form for this service. A tax authorization form will be uploaded into the From my Accountant folder located within your secure document upload portal. Your accountant will send you a notification requesting Owner Salary or Draw Details that will show up on your client dashboard. You will be able to add details into a form within the request on your client dashboard. Your accountant will customize your payroll chart of accounts to record owner equity transactions and self-employment tax expenses and liabilities. If you are paid as an employee of your business using a third-party payroll provider, you will upload these payroll details into a folder within your secure document upload portal for your accountant. If you are taking draws for your wages, you will provide these details to your accountant by entering it into a form within your request on your client dashboard. Your accountant will create expense and liability entries for owner salary and calculate your self-employment tax liabilities. Once these entries are complete, your accountant will upload Owner Salary Reports into the From my Accountant folder located within your secure document upload portal. Your accountant will also track and reconcile your owner payroll expenses and owner payroll liabilities each month. You will make your own EFTPS (Electronic Federal Tax Payment System) payments. We can also send you recurring due-date reminders for Quarterly Estimated Self-Employment Tax Payments.

Monthly Payroll Journal Entries

This service is for making journal and bill entries for Owner and Employee Payroll processed by a third-party provider such as Gusto, ADP or Paychex. Your accountant will send you a notification requesting Third-Party Payroll Reports that will show up on your client dashboard. Your accountant will customize your payroll chart of accounts to record payroll expenses and liabilities. You will upload payroll reports into a folder within your secure document upload portal for your accountant. The reports should include direct deposit amounts and all wage and tax detail per employee per pay period. Your accountant will create journal and expense entries to record your payroll expenses and liabilities. Once these entries are complete, your accountant will upload Payroll Detail Reports into the From my Accountant folder located within your secure document upload portal. Your accountant will also track and reconcile your payroll expenses and payroll liabilities each month. Your EFTPS (Electronic Federal Tax Payment System) payments will be made by your third-party provider. Your accountant will match payroll expenses and payroll liabilities to bill and journal entries as money spent comes through your bank feeds.

Monthly State B&O Sales Tax Returns

We require that you sign a tax authorization form and provide your accountant with admin access to your Online State Tax Account for this service. A tax authorization form will be uploaded into the From my Accountant folder located within your secure document upload portal. Your accountant will send you a notification requesting authorization, account access, sales and tax Information that will show up on your client dashboard. You will be able to add details into a form within the request on your client dashboard. All supporting documentation to prepare your State Tax Returns will be uploaded into a folder within your secure document upload portal. This includes data from third-party e-commerce applications used for the sale of your products and services. If your sales and tax data in not already in your QuickBooks Online account, you will enter this data or subscribe to our monthly Point-Of-Sales Data Entry service. The data provided is to include the gross sales, tax, discounts, credits, refunds, merchant fees, deposits, items, dates, cities and states for each transaction. Your taxable sales will be separate from your non-taxable sales and the method of payment should be included for each transaction. You may be required to create an account and connect your e-commerce store with our external tax calculation tool provider. Once your accountant has prepared, filed and paid the amount due for your State B&O Sales Tax Returns with the account attached to your Online State Tax Account, they will upload a copy of your State Tax Returns and Payment Receipts with backup documentation into the From my Accountant folder located within your secure document upload portal. This service includes entering the bill and bill payment for your State B&O Sales Tax and matching them to the money spent that comes through your bank feed.

Monthly QuickBooks Online Subscription Add-On

Our firm offers our clients the option of adding their QuickBooks Online subscription to our firm account. When you add your subscription to our firm account the cost will be included in your monthly subscription fee. We offer this add-on subscription for the QuickBooks Online Essentials, Plus, Advanced and Full-Service Payroll subscriptions. The cost for your subscription will be determined by the advertised price and may be discounted by our firm.

One-Time Bookkeeping and Accounting Service Offerings

We have designed our one-time services to provide you with clarity and understanding of the specific bookkeeping and accounting tasks that are needed to Setup QuickBooks Online, file Annual 1099 Forms, perform our Good Bookkeeping Audit & Clean-Up™, or complete an Amended State B&O Sales Tax Return. We offer flat-fee pricing for our one-time services, which makes it easy for you to plan and budget for these one-time expenses. Our firm shares the details of each of our one-time service offerings. Our one-time services are not refundable. Our firm has value-priced our one-time service offerings with your monthly bookkeeping and accounting needs in mind. We do not take a one-size-fits-all approach to our one-time service delivery. We understand that the same one-time services can be more complex and time consuming to complete for one client compared to another. We see this as an expected opportunity cost for our firm that does not need to be included in the price of our one-time service offerings. We may require a free consultation for your one-time service selections. There will never be hidden or unexpected fees for the delivery of your selected one-time services with Lend A Hand Accounting.

One-Time Customized Chart of Accounts

Your Chart of Accounts List is one of the first lists created in your QuickBooks Online account. A standard account list is automatically created based on your Industry when you start your QBO subscription. With this service, your accountant will customize this list for you so that you can create meaningful financial reports for your business. Your accountant will send you a notification requesting your Preferred Chart of Accounts list that will show up on your client dashboard. You will additionally be able to select accounts from a list and enter account information a into a form within the request on your client dashboard. Your accountant will also upload an Excel template into the From my Accountant folder located within your secure document upload portal. You can enter accounts into the template and upload it into a folder within your secure document upload portal. Your accountant will create your customized Chart of Accounts list and upload the list to review and approve into the From my Accountant folder located within your secure document upload portal.

One-Time Products and Services Plus Inventory Setup

Your Products and Services List is one of the first lists created in your QuickBooks Online account. You must setup your Product and Service Items before creating sales and purchase forms. With this service, your accountant will create your products and services, including on-hand inventory. They will also map your items to your Income and COGS (Cost of Goods Sold) accounts. Your accountant will send you a notification requesting your Product and Service Items that will show up on your client dashboard. You will additionally be able to select items to update from a list and enter item information a into a form within the request on your client dashboard. Your accountant will also upload an Excel template into the From my Accountant folder located within your secure document upload portal. You can enter products and services into the template and upload it into a folder within your secure document upload portal. Your accountant will create your products and services list and upload the list to review and approve into the From my Accountant folder located within your secure document upload portal. This is a one-time service that can be recurring as new products and services can be added at anytime.

One-Time Class and Location Setup

Your Class and Locations Lists are optional free-form lists. Classes and locations are used to tag transactions and transaction lines. Using classes and locations will provide you with more custom financial reporting options. With this service, your accountant will create your classes and locations with the information you provide. Your accountant will send you a notification requesting your class and location list that will show up on your client dashboard. You will additionally be able to select classes and locations to update from a list and enter class and location information a into a form within the request on your client dashboard. Your accountant will create your class and location list and upload the lists to review and approve into the From my Accountant folder located within your secure document upload portal. This service does not include the mapping of classes and locations to existing transactions.

One-Time Accounts Receivable Clean-Up

This one-time service for writing off bad debt and fixing past invoicing or payment application errors. We include Contra-Accounting with this service for clients who have customers that are also vendors with outstanding balances that need to be reconciled together. You will identify the balances to be corrected or written-off to bad debt and provide reasons for each amount. Your accountant will send you a notification requesting the Accounts Receivable Clean-Up information that will show up on your client dashboard. You will additionally be able to select outstanding customer invoices from a list and enter information about these invoices into a form within the request on your client dashboard. Your accountant will perform the A/R clean-up work and upload an Transaction Journal and A/R Aging Detail Report into the From my Accountant folder located within your secure document upload portal.

One-Time Accounts Payable Clean-Up

This one-time service for updating or correcting vendor bills, payments and expense entries. We include Contra-Accounting with this service for clients who have vendors that are also customers with outstanding balances that need to be reconciled together. You will identify the transactions to be updated or corrected and provide reasons for each amount. Your accountant will send you a notification requesting the Accounts Payable Clean-Up information that will show up on your client dashboard. You will additionally be able to select outstanding vendor bills and bill payments from a list and enter information about vendor bills, payments and expenses into a form within the request on your client dashboard. Your accountant will perform the A/P clean-up work and upload an Transaction Journal and A/P Aging Detail Report into the From my Accountant folder located within your secure document upload portal.

One-Time Customer Deposit or Trust Account Setup

This one-time service for the setup of up to 5 deposit accounts or 1 trust account. You will upload copies of deposits, contracts, estimates, payments or agreements with customers into a folder within your document upload portal. Your accountant will send you a notification requesting the Deposit/Retainer or Trust Account information that will show up on your client dashboard. You will additionally be able to enter information into a form within the request on your client dashboard. Your accountant will turn on features and create entries and accounts with this service. Once the trust or deposit accounts have been created your accountant will upload a Custom Report into the From my Accountant folder located within your secure document upload portal.

One-Time Vendor Setup and Annual 1099 Prep Plus E-Filing

This one-time service is to setup vendors and prepare their annual 1099 forms. This service includes the E-Filing of your vendors 1099 forms. Clients are responsible to pay their own QuickBooks Online 1099 E-Filing fees. You will upload your vendors W-9 forms into a folder within your document upload portal. Your accountant can also send invitations to your vendors and contractors to securely enter their own 1099 tax information directly into your QBO account. Your accountant will send you a notification requesting your Vendor and Contractor information that will show up on your client dashboard. You will additionally be able to enter vendor and contractor information into a form within the request on your client dashboard. Your accountant will setup your vendors and map them to the appropriate 1099 fields. They will then create and E-File your vendors annual 1099 forms. Once complete, your accountant will upload copies of your Vendor 1099 Forms and Reports into the From my Accountant folder located within your secure document upload portal.

One-Time Customer Project Setup

Your Customer Projects are directly connected to your customers. Each individual project is assigned to a customer and all of your purchase and sale transactions are assigned to customer projects so that you can can perform job costing. Creating projects gives provides you the option of creating custom Project Profitability Reports in QuickBooks Online. With this service, your accountant will create customer projects with tasks and due dates and assign the projects to existing transactions as needed. Your accountant will send you a notification requesting your customer project information that will show up on your client dashboard. You will identify project transactions and enter project details directly into a form within the request on your client dashboard. Once complete, your accountant will upload Custom Project Reports into the From my Accountant folder located within your secure document upload portal.

One-Time Amended State B&O Sales Tax Return

We require that you sign a tax authorization form and provide your accountant with admin access to your Online State Tax Account for this service. A tax authorization form will be uploaded into the From my Accountant folder located within your secure document upload portal. Your accountant will send you a notification requesting authorization, account access, sales and tax Information that will show up on your client dashboard. You will be able to add details into a form within the request on your client dashboard. All supporting documentation to amend your State Tax Return will be uploaded into a folder within your secure document upload portal. This includes data from third-party e-commerce applications used for the sale of your products and services. The data provided is to include the gross sales, tax, discounts, credits, refunds, merchant fees, deposits, items, dates, cities and states for each transaction. Your taxable sales will be separate from your non-taxable sales and the method of payment should be included for each transaction. You may be required to create an account and connect your e-commerce store with our external tax calculation tool provider. Once your accountant has amended, written an explanation for the amendment, filed and paid the amount due for your Amended State B&O Sales Tax Return with the account attached to your Online State Tax Account, they will upload a copy of your Amended State Tax Return and Payment Receipt with backup documentation into the From my Accountant folder located within your secure document upload portal. This service includes entering the bill and bill payment for your State B&O Sales Tax and matching them to the money spent that comes through your bank feed. Note that amended returns may result is a refund or credit on your tax account.

One-Time Good Bookkeeping Audit & Clean-Up™

Our Good Bookkeeping Audit & Clean-Up™ service involves a deep-dive comprehensive audit and clean-up of your books for up to 12 months. This service is performed by a Member of the ProAdvisor Program with expert accounting and bookkeeping knowledge and hands-on experience. Your accountant will send you notifications requesting the information required to audit and clean-up your books that will show up on your client dashboard. You will make selections and enter information directly into the requests on your client dashboard. You will upload requested information into folders within your secure document upload portal. Once complete, your accountant will upload an Audit Findings and Transaction Detail Report and a Customized Management Financial Reports into the From my Accountant folder located within your secure document upload portal. our promise to you is that you will earn an A+ on your post-audit Good Bookkeeping Score™ with Lend A Hand Accounting when your accountant completes this one-time service.

One-Time QuickBooks Desktop to QuickBooks Online Conversion

Our QuickBooks Desktop to Online Conversion service is performed by a Member of the QuickBooks ProAdvisor Program with expert accounting and bookkeeping knowledge and hands-on experience. Your accountant will send you notifications requesting the information required to import your desktop data to QuickBooks Online and to create transactions, journal entries and lists as needed that will show up on your client dashboard. You will provide your accountant with the temporary admin user ID and password for your desktop file to perform the conversion process. You will complete outstanding account reconciliations and process payroll in your QuickBooks desktop file before creating a backup file for your accountant. You will upload requested information and backup file into folders within your secure document upload portal. Your accountant will complete the import and setup your new QBO account, including entering opening balances and outstanding transactions. They will make sure that your records match between systems. This service also includes a Screen Share Meeting with your accountant to connect apps, bank and credit card accounts and update your bank feeds. Once complete, your accountant will upload QBO List Reports and Financial Reports into the From my Accountant folder located within your secure document upload portal.

One-Time QuickBooks Online Account Setup

Our QuickBooks Online Account Setup service is performed by your accountant with expert accounting and bookkeeping knowledge and hands-on experience. Your accountant will send you notifications requesting a Chime Meeting and the information required to setup your new QBO account that will show up on your client dashboard. You will be able to enter information directly into the request on your client dashboard. Your accountant will also upload Excel templates for the setup of your vendors, customer, products and services and your chart of accounts into the From my Accountant folder located within your secure document upload portal. You can enter information into the templates and upload it into a folder within your secure document upload portal. Your accountant will create your vendors, customer, products and services and your chart of accounts list with the information provided. During the Chime Meeting with your accountant you will customize your QBO Company Settings, connect your bank and credit card accounts, connect third-party apps and update your bank feeds so that your bank balances match your register balances. Once complete, your accountant will upload QBO List Reports and Financial Reports into the From my Accountant folder located within your secure document upload portal.

One-Time Additional Service Charge Invoices

Our firm strives to meet all of the bookkeeping and accounting needs of our valued clients. We will do our best to provide additional one-time or monthly services outside the terms of our standard service offerings as needed. Some of our monthly and one-time services have specific limitations on the number of accounts and the number of transactions that can be included with the service offering. When one-time or monthly services are outside of our standard service offerings, a surcharge invoice is created. We will obtain your approval before performing services that result in a surcharge invoice.

Regina Pitts
Regina PittsPrincipal Accountant & Bookkeeper
Member of the QuickBooks ProAdvisor Program

Accounting and Bookkeeping Support by a QuickBooks ProAdvisor Program Member

I founded Lend A Hand Accounting because I believe accounting and bookkeeping services should be affordable, efficient, and flexible. We use flat fee pricing, which makes our accounting services a comfortable fit for any budget. At Lend A Hand Accounting, we’ve found a formula that really works! You select the accounting services you need, and control when you want to start or stop services. It is all in your hands! We’ve cut out the need for endless phone calls and long trips to the accountant’s office.

Feel free to call or text me now at 360-637-4799. We can also get started right away. Go ahead and create a free account and we can automatically look at your books and let you know where you stand.

We really appreciate your business and look forward to serving all of your accounting and bookkeeping needs. Thanks again!

Gina

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.