simply accounting
TRANSCRIPT
HELPING YOU GROW YOUR MONEY TREE
Our company is a full service tax, accounting and consulting firm. Our services cater to small to medium size clients ranging from individuals to medium-sized corporations.
Our specialty areas are payroll and accounting services, including tax return preparation and bookkeeping.
Simply Accounting & Bookkeeping Services, LLC
Bridget M. Chandler, Principal/Accountant
Bridget has managed and performed accounting and financial
management services for private, small to mid-sized
companies for over 25 years. She has worked with some of
the largest accounting firms in the capital district. In
addition, she has significant experience in accounting
software in many industries including wholesale, retail,
manufacturing, construction, service, and non-profit
organizations. She is a certified QuickBooks Advanced
ProAdvisor and a Certified Sage Accountant.
Ms. Chandler is an IRS Authorized Tax Practitioner and Efile
Provider, Registered NYS Tax Practitioner, and NYS Licensed
Notary Public in Rensselaer County. She is a member of the
Southern Rensselaer Boy's and Girl's Club Board of Director's
and chair of the Finance Committee, member of the
Northeastern Girl’s Scouts Board of Director’s, is named
Whos' Who in 2005 Top Executives and has attended
professional seminars and software training in order to be up
to date with the latest procedures and technologies.
YOUR ACCOUNTING TEAM
Katrina Lampkin, Jr. AccountantKatrina Lampkin started as an intern with Simply Accounting in July 2008 and became an employee as of November 2008 as a Junior Accountant. She earned her Associate Degree in Business Administration from Fulton Montgomery Community College in May 2006. She completed her Bachelor of Business Administration (Technology Management: Financial Services) in December 2008 from the State University of New York at Cobleskill.Katrina has held many leadership positions over the years. She was the Student Government Treasurer at SUNY Cobleskill for the spring 2008 semester. She served the same position at FMCC for the 2005-2006 school year. She has been the Treasurer of Florida Reformed Church since May 2009. She serves as a board member of the Fulton Montgomery 4-H Youth Development Committee and the Alumni Committee of FMCC. She volunteers numerous hours with other groups and functions throughout the year.
YOUR ACCOUNTING TEAM
Jingru Xu, InternUniversity at Albany
Jingru Xu , a graduate student from the University at Albany, is an intern with Simply Accounting since May, 2010. She is in her second year of her Master of Accounting program and will graduate at the end of 2010. She works closely with her supervisor at Simply Accounting on bookkeeping, tax preparation and other accounting services.Originally from China, Jingru has worked in real estate for three years after she earned a Master of Law degree at Fudan University, Shanghai, China. She has changed her career field into accounting and believes that she will provide a comprehensive professional service with her combined background in accounting and law.
NEW BUSINESS FORMATION SERVICES
ACCOUNTING &
BOOKKEEPING SERVICES
ACCOUNTING INFORMATION TECHNOLOGY
(Software Implementation & Training Services)
TAX SERVICES
NEW BUSINESS
FORMATION SERVICES
•BUSINESS FORMATION: Sole Proprietor,
LLC, LLP, CORPORATION
•TAX ELECTION: Sole Proprietor,
Partnership,S Corp & Corp
•BUSINESS IDENTIFICATION NUMBERS:Federal Tax Identification,
Employer Registration, Sales Tax Registration
Assistance with Business and Employer Insurances:General LiabilityProfessional Services and othersWorkers Compensation and Disability
ACCOUNTING &
BOOKKEEPING SERVICES
Accounting Services:Accounts Receivable and Payable ManagementCheck writing (disbursements) and Ledger EntriesGeneral Ledger ReconciliationFixed Asset ManagementBalance Sheet PreparationPayrollFinancial and Management ReportsHuman Resources and Employee Benefits
Bookkeeping Services:Data EntryBank ReconciliationTrack income and expendituresBilling and Collections
ACCOUNTING INFORMATION TECHNOLOGY
(Software Implementation & Training Services)
oWe help you choose the right accounting and other relative business software to help you manage your business
oComplete Installation and Set-Up Services and SupportSimply Accounting is certified in almost all accounting programs
o24 hour/7 days a week Troubleshooting and Tech Support
Simply Accounting provides a full range of training programs.
Accounting Information TechnologyEntrepreneurship
Business Tax Compliance
Full Service Training Facility
TAX SERVICES CORPORATION
Complete Tax Service
Income Tax Preparation:
1040 Schedule C and E1065 Partnership1120 CorporationPreparation for all states.
Other business taxes:
Payroll TaxSales Tax
Heavy Highway TaxBulk Sales Tax
Alcohol/Tobacco TaxExcise Tax
Plus many more…
TAX SERVICES
INDIVIDUALS
Unless studying the tax code and keeping up with government reporting requirements are your favorite hobbies, you need a tax expert to prepare your returns. It takes an expert to sort out these government regulations to their satisfaction. Monthly, quarterly and annual reports are governed by strict regulations. Failure to prepare and file them correctly could cost you heavy penalties and interest.
Individual Tax Preparation
Debit Card Refund Program Available
Walk in or by appointment.
Home based tax service available for disabled.
Senior Discounts
FREE E-File
Watch for specials during tax season in the Advertiser and Troy Record.
Who do you turn to help you strategize your business goals?
To help you meet your business goals you depend on many
people. Your banker, your accountant, employees and maybe a
social network group to name a few.
What is important is how you make your selection. When you
hire an employee, you interview. When you look for a bank you
look for the best rates. How did you or would you select your tax
preparer, accountant, or bookkeeper? We help you with the
available options to help you decide who is right for you?
Tips for choosing an accountant
1)Choose an accountant that has experience with your business industry or financial needs. If your business generates a large number of transactions (for example, an online shopping service), make sure the accountant has experience with dealing with companies in your sector if possible.
2) Make sure your accountant is fully qualified. Most likely, these qualifications will be displayed on any promotional material or the company's website, otherwise make sure you ask.
3) It is essential that your accountant works with small business clients.
4)What other services does the accountant provide - can they complete your self assessment returns? Do they provide business advice or further information to help grow your business?
More Tips for choosing an Accountant
5) As a small business, we find that the best accountants are also likely to be smaller in size. They will understand what it's like running a small operation and will have the resources and time you require to run your finances properly.
6) Ask to speak to existing clients before signing up. A decent accountancy firm should be happy to arrange this.
7) Make sure your accountant keeps in touch with your business -not just at year end! If you feel your current accountant no longer meets your requirements for whatever reason, get a new one!
•The burden of tax and financial reporting is the responsibility of the independent businessowner. Each month and/or quarter, most likely you are required to report to governmentagencies.
•With very few exceptions, the tax and financial reporting requirements of a small business are similar to that of a large one.
•Larger businesses have an accounting department to help them deal with tax and reporting requirements. Typically smaller businesses do not.
ARE YOU OVERWHELMED WITH PAPERWORK??
DID YOU KNOW? Having organized recordkeeping can save you money and improve cash flow.
You may have a good recordkeeping system but if you have to spend countless hours we are confident that you are unable to get to the numbers as efficiently as you could.
Accounting software makes it easier for you to track you business income and expenses. It is very helpful to have real-time information reporting all year round… not just at tax time!
We can help you with your software purchase.
ASK FOR A FREE DEMO
SIMPLY ACCOUNTING
CERTIFICATIONS
Why Use a Certified QuickBooks Expert?
Many QuickBooks customers say their experience with QuickBooks is better when they work closely with a QuickBooks expert.Certified QuickBooks ProAdvisors are typically CPAs, accountants, small business advisors or consultants who have been tested and certified on QuickBooks.
ProAdvisors help businesses customize QuickBooks for their unique needs and help them get the most out of the software. ProAdvisorsare also a great resource if you run into trouble with QuickBooks. ProAdvisor fees are typically reasonable and many businesses feel the investment is valuable.
Chances are there's a ProAdvisor in your community.
SIMPLY ACCOUNTING CERTIFIED
PREMIER ADVISOR
You have access to CPAs, Bookkeepers and Accountants who are active Premier Advisors associated with the Sage Accountants Network, which means they can support you on whatever Sage product you are using, including Peachtree.
HOW DO I GET STARTED
WORKING WITH A PROADVISOR?
Try providing them with any of the following information:
Inform the ProAdvisor of what version of the program you’re using, how long you’ve been using it, and how many computers use the program on a daily basis.
Share with the ProAdvisor what specific questions you have about QuickBooks. ProAdvisor’s are technical minded generally and are looking for problems to solve and this will help them to understand the nature of your issues.
Plan to communicate how involved you want the ProAdvisor. Services range from an accounting technician to resolve a few hang‐ups or provide targeted training, to someone who will manage your accounting, make recommendations, and prepare your tax returns.
HOW TO WORK WITH A
QUICKBOOKS PROADVISER
Tell the ProAdvisor how involved you or your staff plan to be in the consulting. If there are several errors that involve many transactions, will the ProAdvisor be the one to correct each one, or you, or your staff?
Inform the ProAdvisor of how you use your accounting. Is it simply necessary for tax return preparation? Do you want to measure gross margin every month and determine employee productivity?
Tell the ProAdvisor how you currently rate your confidence in using and understanding the program and where you want to be. You may consider yourself a 6 on a scale of 10 and you don’t have an interest in getting better because you would rather manage your business than your accounting. You may consider yourself a 3 on a scale of 10 and you want to be an 8 so that you can be in control and manage your business through your accounting.
Help the ProAdvisor assess what your budget is for their assistance. Not in dollars specifically, but indicate whether you can’t be bothered and you just want it taken care of or that you have a specific budget in mind.
WHAT QUESTIONS SHOULD I ASK THE
PROADVISOR TO DETERMINE IF HE/SHE IS
A RIGHT FIT FOR ME AND MY BUSINESS?
1. How do you go about identifying what is wrong with my QuickBooks file, and how much might I expect to prepare for that initial investigation? 2. How are you able to demonstrate to a small business owner who is not an accounting professional, that the work you do has been executed correctly? How will I get comfort about your competence without knowing accounting and without knowing QuickBooks? 3. How do you distinguish yourself from other ProAdvisors on the site? 4. What are your rates? How do you bill for your services and what payment terms are available to your clients? Do you accept credit cards? 5. What do you require of clients to engage your services? 6. How would you assess your rate for services performed in relation to others providing similar services?
Try asking any of the following questions:
Welcome!
Welcome
Simply Accounting Plus
Business Training Center
A collaboration of
Professional Trainers…
“Education is for improving the lives of others and for leaving your community and world better than you found it.” Marian Wright Edelman
PROFESSIONAL TRAINERS• Bridget M. Chandler
Accountant/Certified QuickBooks ProAdvisor
Owner/Simply Accounting Plus Training Center
Simply Accounting & Bookkeeping Services, LLC
• Katrina Lampkin
Jr. Accountant/QuickBooks & Turbo Tax Consultant
Simply Accounting & Bookkeeping Services, LLC
• Wayne Higdon
Certified QuickBooks ProAdvisor
Micki Mauger, Certified QuickBooks ProAdvisor25th Hour Accounting Solutions
• Brian Wiese
Enterprise Solutions Provider/QuickBooks ProAdvisor
By The Book Solutions Inc.
“THE WHOLE PURPOSE OF EDUCATION IS TO TURN MIRRORS INTO WINDOWS.” SYDNEY J. HARRIS
TRAINING CENTER PROGRAMSScheduled Workshops
Customized Training Workshops
Information TechnologyQuickBooksPeachtree & otherSage ProductsMicrosoft Office
Entrepreneurship
Business Tax Preparation & Compliance
Practical TrainingAt
Practical Fees
Quality TrainingWith
Qualified Trainers
Flexible HoursFor
Flexible Schedules
Groups that we have trained:
University at AlbanySmall Business Development Center – QuickBooks Contractor’s Edition Workshop
Rensselaer Regional Chamber of Commerce – QuickBooks Pro Basic Seminar
Columbia High School, East Greenbush – Adult Education Program, Entrepreneurship
Adirondack Combustion Technologies, Inc. – Intuit Enterprise Solutions
Chatham Synagogue – QuickBooks Not for Profit
Hennessy Homebrew – QuickBooks Point of Sale
Some Girls Boutiques – QuickBooks Point of Sale
Integrated Medical Technologies, Inc. – QuickBooks Manufacturing
Smith’s Paving – QuickBooks Basic, Year End Processing, and Microsoft Excel
Rensselaer Boy’s & Girl’s Club – QuickBooks Not for Profit
ACCOUNTING INTRO WORKSHOPS:
What you should know as a business owner:
Principles of Finance
Intro to Management andOrganizational Behavior
Business & It’s Environment
Financial Accounting
Managerial Accounting
Accounting Information Systems
Cost Accounting
Accounting Theory & Practice
Business Taxation
Is your business overwhelmed with paperwork?
Take your books from the past…And move into the future…
ACCOUNTING TECHNOLOGY
Accounting Software Training for the end user and for accountants:
Intuit Premier Accountant Edition
++++++++++++++++++++++++++++++++++++++Sage Premier Accountant Edition
ENTREPRENEURSHIP
•New Business Formation•Federal & State New Business Guidelines•Operations & Management•Taxation & Compliance•Federal & State Employer Guidelines•Insurance Requirements•Three/Five Year Business Plan•Permits & Licensing•Recordkeeping/Accounting•Small Business Resources•Referral Network of
Professional Providers•Payroll, Human Resources,
& Employee Benefits
“Education is the ability to meet lifes’s situations”Dr. John G. Hibben
“It is possible to store the mind with a million facts & still be entirely uneducated.”Alec Bourne
“A person is educated when one has learned how to learn and change.” Carl Rogers”
“INVEST IN YOURSELF, IT IS A LIFETIME INVESTMENT!”
Watch our calendar of classes or schedule a custom tailored training program to meet you personal development and business needs.
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Created by Simply Accounting & Bookkeeping Services, LLC
Bridget M. Chandler
Certified Point of Sale QuickBooks ProAdvisor
41
Intuit QuickBooks and Quicken Affiliate Merchant
Special Discount Pricing on ALL INTUIT Products…
Ask for product costs…
42
Certified Advanced QuickBooks ProAdvisor
43
Certified QuickBooksProAdvisor Since 2008
Get Started with a Certified QuickBooks ProAdvisor
Consider these facts:
Over 2.5 million businesses use QuickBooks… 86% of QuickBooks customers say it’s easy to use… and 9 out of 10 QuickBooks users would recommend the software to other businesses.
With figures like these, it certainly seems worth your time to take a closer look at QuickBooks.
WHY
QUICKBOOKS?
Don’t be fooled by the low price tag…QuickBooks is an easy-to-use accounting powerhouse.
QuickBooks has become the leading business
accounting software. These products are growing
popularity. They are easy to learn and use, very
flexible, and offer features useful to any business
with a computer.
Did you know?
Three out of four accountants recommend QuickBooks to their business clients.
Track thousands of customers, manage vendors, get inventory, do payroll, online banking, and more.
Do you know which product is right for your business?
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QuickBooks Options:
Products Industry Solutions Add-on Products
Simple Start (free
edition)
Accounting
Professionals
Accept Credit
Cards
Simple Start
Basic
Manufacturers,
wholesale & distributorsOnline Banking
Shipper Manager
Pro Contractors Time Tracker
Premier Not-for-Profit Cash Register +
Premier for
accountants
Professional
Services
Online backup
service
Enterprise
Solutions
Retail Customer
Manager
QB Online Bill Pay Manager
3rd Party Apps
•ViewMyPaycheck
•Advantage SmartRoutes
•Jewel Mate
•Customer Explorer
•PaperShare
•QXpress Scheduling
•Microsoft Outlook
•Microsoft Excel
•Microsoft Word
•Microsoft Access
•Star Service
•PDG Commerce Web Store w/Real Time
•ZoeWise Cars
•RentRollProfessionals
• Intuit Small Business Scheduler
•DreamFactory
•EventGenie
•HR System Monitor
•Task Manager
Your QuickBooks Experts!
•Set-up and Customization
•Consultation
•Training/Seminars
•Business design and setup restructure
54
Bridget M. Chandler, Instructor
Simply Accounting & Bookkeeping Services, LLC
1676 Columbia Turnpike
East Greenbush, NY 12061
518.512.3632
www.simplyaccounting-bookkeepingsvcs.com
Intuit QuickBooks Enterprise Solutions
Intuit QuickBooks Enterprise Solutions 9.0
Providing leading edge, easy to use accounting and business management solutions
Intuit QuickBooks Enterprise Solutions 56
Midsized businesses need…Multiple Users, More User Control & Access
• The users have more defined tasks so they
need differing levels/rights of access to data
• Some users are not at the physical location so
they need access from other locations
• The actions of the users need to be monitored
better with activity tracking (audit trail)
Using QuickBooks Payroll
58
Learning Objectives
Activation and Set-up
Select a Payroll ServiceEnter Payroll Codes Enter Year-to-Date InformationDefine Company Rules/Preferences
Routine Payroll Functions
Enter Timesheet DataReview and Create PaychecksCreate Payroll Tax PaymentsPrint and File Tax Forms
Payroll Reports
A Simple Start to Managing Your
Business Finances
A Guide to the Essentials
QB_10/2004_01
60
1. Introduction to Financial Management
2. Why Accounts are Important
3. Using Reports
4. Managing Essential Tasks: Practice Session
5. Tips and Resources
6. Appendix: Additional Concepts & Terms
Financial Management Essentials
61
Your QuickBooks Experts!
• Set-up and Customization
• Consultation
• Training/Seminars
• Business design and setup restructure
Sage Peachtree – First Accounting
Basic accounting tools to create invoices,
record customer payments, write checks,
track expenses, produce customer
statements, and generate financial
statements
Peachtree by Sage Pro Accounting
helps improve your productivity with
standard accounting features that can
automate invoices, checks, and track
employee payroll. You can record customer
payments, create budgets, and track sales,
inventory, and expenses. It provides 100+
reports and financial statements.
Get where you're going fast with user-friendly interface and simple navigation.
Manage Cash Flow
Analyze and forecast your expected payments and receipts. Confirm that you have enough cash to meet current and
upcoming obligations. Export forecasts to Microsoft Excel.
Accurate and Efficient Accounting
•Invoice customers/Pay bills/Track receipts
•Run up to 15 checks on your data with the Internal Accounting Review
•Set E-mail4 Alerts to let you know what requires attention
Peachtree is based on real, double-entry accounting
principles with module-level security and automatic
accounting checks. You get the accuracy and
control you need to improve results—and truly
understand how your business is performing.
Peachtree by Sage Complete Accounting combines robust core
accounting with features like job costing, time and billing, in-
depth inventory capabilities, and analysis tools. Its multi-user
option helps improve productivity while providing control over
who accesses data. Peachtree Complete Accounting 2010
provides 125+ customizable business reports and financial
statements.
Peachtree is based on real, double-entry accounting principles with screen-level security, audit trails, and automatic accounting
checks. You get the accuracy and control you need to improve results—and truly understand how your business is performing.
Accurate and Efficient Accounting
Invoice customers/Pay bills/Track incoming receipts
Manage inventory using a variety of costing methods
Control Your Business Data
New: View the details you need, all in one place, to better manage and service your customers
Run up to 15 checks on your data with the Internal Accounting Review
•Set E-mail3 Alerts to let you know what requires attention
Manage for Better Results
Set E-mail Alerts to let you know what requires attention
Run key reports directly from the screens you use most
Analyze and forecast expected payments and receipts
New: Peachtree Business Analytics
See how your company is performing compared to the competition
Compare key, up-to-date financial trends, such as Total Revenue, Gross Margin %, Days Sales Outstanding, and much more
•key reports directly from the screens you use most
•Analyze and forecast expected payments and receipts
Peachtree by Sage Premium Accounting is a comprehensive solution that provides
premium features like multi-company consolidations, advanced budgeting, serialized
inventory, and Crystal Reports®. It provides a multi-user option for improved productivity
with screen-level access control, plus analysis tools, and 140+ customizable reports and
financial statements.
Save Time on Routine Transactions
New: View the details you need all in one place to better manage and service your customers
Stay organized by attaching files related to your Peachtree records
New: Store virtually unlimited contacts for every customer in Peachtree!
Get a Snapshot of Your Business
At a glance, the Business Status Center dashboard provides a high-level view of your
key business metrics: print data, create a PDF, or e-mail it.
View important information from a central location
Drill down to detailed information
Customize and sort data to suit your needs
Business Management
Receivables/Collections Tools
General Ledger Capabilities
Payment Processing
Manage Job/Project Costing
Inventory Tracking Capabilities
Premium Exclusive Feature: Use serialized inventory capability to
track warranty claims, recalls, and more
Choose LIFO, FIFO, Average, or Specific Unit Costing
All the tools you would expect in a multi-user system, such as:
Access to a 5, 10, 15, 20, 30, or NEW! for 2010 – 40 licensed, named user solution
Strong role-based security
Optimized database capacity
Send notifications to other users that they need to log out of Peachtree, or if necessary, manually log
them out
Avoid the high cost of implementation, training, and maintenance you
may incur by switching to a mid-market solution. By moving to
Peachtree Quantum, you will experience a new level of accounting
and business management, while maintaining a solution you are
familiar with already...all at a cost you can afford!
In addition to the accuracy, control, and results you need, Peachtree
Quantum Accountants Edition offers more with access to industry-
specific product capabilities for Manufacturing, Construction,
Distribution, and Nonprofits
Accounting software that does more than
crunch numbers–Peachtree by Sage can
give your business an edge with greater
visibility, enhanced analytics, and
streamlined processes
Peachtree by Sage Quantum Edition
Peachtree by Sage Premium
Accounting—Accountants' Edition
is the powerful, multi-user* ready
accounting solution accountants need to
service their Peachtree clients more
effectively and efficiently. Create, open,
modify and save client files from any
member of the Peachtree line, except
Peachtree Quantum, plus handle complex
tasks such as company consolidation,
compensation management and
comprehensive budgeting.
Peachtree Quantum Manufacturing Edition is the ultimate
high-performance Peachtree Accounting solution that
integrates accounting and manufacturing powered by
Manufacturing Information Systems, Inc. (MISys, Inc.®)
so you can easily control your inventory, effectively plan
your purchasing and production activities, and achieve
accurate accounting results – all at an affordable price.
Are you looking for a manufacturing software solution that
is simple to install, quick to implement, and easy to use?
Peachtree Quantum Manufacturing Edition can help you
reduce your inventory holding costs, avoid painful
purchasing mistakes, and prevent costly production
delays.
Peachtree Premium Accounting for
Nonprofits 2010 includes all the features
from our Peachtree by Sage Premium
Accounting 2010 product, plus:
Unified Chart of Accounts
United Way-based Chart of Accounts
Welcome Letter and Fundraising Letter
Templates
Track Donation Receipts
Track Member and Pledges Fees
Outstanding
Nonprofit-Specific Operational Reports
Peachtree Premium Accounting for Construction includes all the
features from our Peachtree by Sage Premium Accounting product,
plus:
Subcontractor Insurance Tracking
Store insurance expiration dates within Peachtree, so you’ll get a warning when you try to pay
a subcontractor whose insurance has expired. Store and report on company name, policy
number, and policy limit so you can easily review insurance expiration dates.
Labor Burden Assessment
Allocate a percentage of an employee’s overhead costs (such as taxes, insurance, benefits,
and more) to any job.
Retainage Management Using Accrual Based Accounting
Know what your clients are holding back, and how much leverage you have with your
vendors.
Progress Billing
Valuable if you bill against a contract. You can create invoices based on the job’s current
progress or specify that billing be based on a percentage of the job’s completion, a percentage
of estimated job revenue, or a percentage of each line item.
Construction-Specific Operational Reports:
Contract Transmittal Letter - Assembly Planning - Component Pick List
Peachtree Premium Accounting for Distribution includes all the
features from our Peachtree by Sage Premium Accounting product,
plus:
Quantity Price Breaks
Ensure that your volume discounts are applied fairly and consistently. Peachtree lets you
specify up to 50 prices per item.
Buy/Sell in Different Units
Make the calculations easy when you buy in one quantity (a pallet, for instance) and sell
in another (like a single unit).
Enhanced Kitting and Assembly Capabilities
Build pre-assembled kits to maintain in stock for rapid sales delivery. If you need to use
components for another order, you can disassemble finished kits and restock the
components. And if you require light manufacturing, you can set up multi-level kits and
even enter labor or outside services as a BOM component.
Order/Sell Using Vendor Part Numbers
Automatically create POs based on stocking levels, eliminating time-consuming
calculations. And Peachtree lets you order and sell using vendor part numbers (or your
own).
Inventory Management and Trend Analysis
Track your fastest- and slowest-selling items so you can adjust pricing for maximum profits.
Simplify your payroll and
reduce the risk of errors
• Paying Employees
• Enter your employee information once and Peachtree will calculate deductions and prepare
paychecks to print from your PC - anytime you want. Or use the convenience of direct deposit.
Paying Taxes
• When you enter a paycheck the Federal and State tax withholdings are automatically
calculated for you. You’ll automatically receive updates to tax changes when they occur to
ensure your tables are up-to-date.
Filing Taxes
• Prepare tax filings faster by using signature-ready forms provided in Peachtree7. The payroll
information is carried into your federal and state forms, so you can print them on plain paper
when you’re ready to file.
Get HR Advice powered by HR411
• Included in your subscription is access a HR411’s award winning suite of useful HR tools,
resources, and sample downloads provided that will start you on your way to protecting your
business.
Simplify your payroll and reduce the risk of errors
The ideal blend of in-house and outsourced payroll
Paying Employees
Enter your employee information once and Peachtree will calculate deductions and prepare paychecks to print from your PC -
anytime you want. Or use the convenience of direct deposit.
Paying Taxes
When you enter a paycheck the Federal and State tax withholdings are automatically calculated for you. You’ll automatically
receive updates to tax changes when they occur to ensure your tables are up-to-date.
E-Filing Tax Forms & Deposits
File taxes faster and more accurately using e-filing. The payroll information is carried into your federal and state forms in
Peachtree. With a few clicks your information is electronically sent to the tax agencies.
Includes over 230 Federal and State form filing such as W-2, 941, 940 and New
Hire.
Pay Your Employees
Paying your employees can be completed online in minutes. Simply enter your payroll information and
Peachtree Managed Payroll powered by CompuPay® handles the rest. We also offer phone and fax payroll
solutions for those more comfortable communicating payroll data directly to one of our trained payroll
specialists.
We File and Pay Your Taxes
Peachtree Managed Payroll includes full tax filing, payment and compliance for all federal, state and local
taxes and is guaranteed to be penalty free.
Peachtree Managed Payroll Services
The basic Peachtree Managed Payroll service includes online payroll access 24 hours a day, full tax filing
service, direct deposit, check signing and sealing, over 40 standard reports, online employee access to pay
stubs and W-2s, workers’ compensation and new hire reporting and ongoing assistance from our team of
friendly and helpful payroll specialists.
Additional Services
Peachtree Managed Payroll offers the following services for an additional fee:
•HR reporting and management
•Employee and manager self service features
•HR Essentials® online HR library
•Report writer
•Benefit accruals and accruals report
•Labor distribution
•401(k) file and reporting
•3rd party payment (non-garnishment)
•Certified payroll and job costing
► In the sum (shown below), the top row added to the middle row gives the bottom one. Working from top to bottom, remove one digit from each row, from any columns (closing the gaps) to leave three columns of digits, then a second digit from each row to leave two columns, and finally a third to leave one column so that a valid sum remains each time. What are the three sets of digits removed?
3826+2768--------6594
Answer to puzzle:
Reading from top to bottom, the order of the
deletions is : 8,7,6; 3,6,9; 6,8,5.
Isn't it appropriate that the month of the
tax season begins with April Fool's Day
and ends with cries of 'May Day!'?
“Success is the sum of small efforts,
repeated day in and day out.”
Efficiency is doing things right;
effectiveness is doing the right things.
Simply Accounting & Bookkeeping Services, LLC
Is your business overwhelmed with paperwork?
Take your books from the past…And move into the future…
Specializing in Small Business Accounting, Bookkeeping & Tax
Compliance…
Tired of Struggling with difficult payroll
calculations?
Using Excel for tracking financial information?
Swamped with accounts payable &
receivable?
In need of Financial consulting?
In need to organize your books?
Are you…
We Offer………….
Experienced Bookkeeping at Affordable
Prices
Accounts Payable Service/Check Writing
Accounts Receivable & Collection Services
Financial Consulting
Payroll & Payroll Tax Service
Account Reconciliation
Services
Tax Preparation Business & Individual
Payroll
Sales
Fleet
Industry Related Taxes
Bookkeeping/Write-up Data Entry
Record Keeping
Audit Prep & Support- Internal and External
Additional Services
New Business Entity Formation Services
Notary Services
Staffing- short term or long term assignments. On a permanent or as-needed temporary basis.
Computerized accounting system analysis implementation, installation, and training.
Human Resources- Setup, Admin., Policies, & Procedures
Monthly Financial Reports
Profit & Loss
Balance Sheet
Cash Flow
Sales Reports
Budgeting
Job Cost Management
– Work In Progress Reporting
– Earned Revenue Reporting
– Job Cost Reporting
– Union Labor/Prevailing Wages
– Government Reporting
– Progress Billing/AIA Billing
– OSHA/ Insurance Requirements
– Subcontractor Reporting
Computerized Accounting
All systems supported
Installation & training
Implementation, conversion, and setup
System restore, data recovery, and rebuild
Disaster recovery consulting and restore services
Get Started with a Certified QuickBooks ProAdvisor
Consider these facts:
Over 2.5 million businesses use QuickBooks… 86% of QuickBooks customers say it’s easy to use… and 9 out of 10 QuickBooks users would recommend the software to other businesses.
With figures like these, it certainly seems worth your time to take a closer look at QuickBooks.
WHY
QUICKBOOKS?
Imagine if that mountain of financial
paperwork was a thing of the past.
Imagine the time & money you’d save.
Imagine your success.
Explore QuickBooks and see how it gives
you back time to spend:
Growing your business and making money
instead of bookkeeping.
Don’t be fooled by the low price
tag…QuickBooks is an easy-to-use
accounting powerhouse.
QuickBooks has become the leading business
accounting software. These products are growing
popularity. They are easy to learn and use, very
flexible, and offer features useful to any business
with a computer.
Did you know?
Three out of four accountants recommend
QuickBooks to their business clients.
Track thousands of customers, manage vendors,
get inventory, do payroll, online banking, and
more.
Do you know which product is right for your
business?
QuickBooks Options:Products Industry Solutions Add-on Products
Simple Start (free
edition)
Accounting
Professionals
Accept Credit
Cards
Simple Start
Basic
Manufacturers,
wholesale & distributorsOnline Banking
Shipper Manager
Pro Contractors Time Tracker
Premier Not-for-Profit Cash Register +
Premier for
accountants
Professional
Services
Online backup
service
Enterprise
Solutions
Retail Customer
Manager
QB Online Bill Pay Manager
3rd Party Apps
ViewMyPaycheck
Advantage SmartRoutes
Jewel Mate
Customer Explorer
PaperShare
QXpress Scheduling
Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft Access
Work Order Express
PDG Commerce Web Store w/Real Time
ZoeWise Cars
RentRoll Professionals
Intuit Small Business Scheduler
DreamFactory
EventGenie
HR System Monitor
Task Manager
Your QuickBooks Experts!
• Set-up and Customization
• Consultation
• Training/Seminars
• Business design and setup restructure
TOP 10 Reasons to Explore Our
Services• Affordable
• Help you save time and make money
• We can help make managing your business finances easy.
• Variety of accounting package options
• Enhance your bookkeeping & recordkeeping procedures
• Making accounting software products useable
• Get you ready for tax time with complete and accurate records – minimize taxes
• Let you know where you are making money and where you are not
• Reputable, Dependable, Local support
• PEACE OF MIND!
Need Assistance??
If running your business is getting in the way
of you growing your business…let us
crunch the numbers so you can get back to
business.
Call us for a FREE consultation (our location)
East Greenbush, Serving the Capital District
(518)512-3632
www.simplyaccounting-bookkeepingsvcs.com