1. JP Recordkeeping & Accounting
Your Record Keeping and
Accounting Solution
2. About US
JP Recordkeeping & Accounting
is a small company with over 15
years of progressive experience
in accounting and recordkeeping
working for many different
industries both for profit and
non-for-profit organization.
Joselito, the Principal has been
working with small business and
corporate organizations meeting
the accounting and
recordkeeping needs: Accounts
Payable, Receivables, Sales,
Loan Packaging, Staff Training,
Financial Reporting and
management.
Joselito got his BS in Business
Technology from Salem State
College and his MBA from
Belford University.
3. The Need
Is your office cluttered
with estimates, vendor
invoices, credit card
drafts, bank statements,
and piles of paper all over
your desk and office?
Not ready for your
accountant to prepare
your taxes?
Have to paid extra monies
to sort just to paid even
more in taxes, interest
and penalties?
We are here to Help
4. Why do I need your services?
It is required by law. The IRS requirement
all individuals and businesses report their
income and paid taxes on it.
Provide a health analysis of your business.
Good record keeping shows you were is your
business lacking and where is succeeding.
Financial statements. When dealing with
bank and creditors the main document that
they would want to see are the financials.
These include income (profit and loss)
statements and balance sheets.
Identify source of receipts. You will receive
money or property from many sources. Your
records can identify the source of your
receipts. You need this information to separate
business from non-business receipts and
taxable from nontaxable income.
Keep track of deductible expenses. Many
individual and small business over paid taxes
due to poor record keeping.
Support items reported on tax returns. You
must keep your business records available at
all times for inspection by the IRS.
5. Services
Business Incorporation Sales Order processing
Business Planning Updating Chart of accounts
Payroll Management Maintaining ledger accounts
Reconciling your bank Generating Trial Balance
accounts and providing and closing accounts
cash balance reports Preparation of financial
Accounts Payable/ statements- income
Receivable Processing statement, balance sheets
Preparing reports for loan and cash-flows statements
applications Meeting with you on a
Preparing all required regular basis to discuss the
business tax reports and financial reports and any
filings questions you may have.
Preparing any customized
Review of Internal Controls
reports you find useful Manage your business and
QuickBooks Clean-Up increase your profitability.
Services
6. How much does it Cost?
You are likely to save 40% more
than our services cost. Your in-
house staff needs will be
reduced, so you will also reduce
the associated employee costs
such as payroll taxes, employee
benefits, training time and
expense, equipment, software
costs and employee
management costs.
Best of all, your bookkeeping
and accounting functions will be
taken care of so you can
concentrate on running your
business.
7. How do we work?
We provide services based on your needs, so you
only pay for those services only, hence saving
cost.
We meet with your staff and provide a easy to
follow management system to organize data and
submit for processing.
We analyze your current financial &
administrative system and make the necessary
recommendations.
You decide how much control you have over the
critical transactions, i.e. accounts payable, payroll
processing, receivables.