Audra Marlow can provide full-service bookkeeping services to a variety of small businesses, non-profits, sole proprietors and individuals. Services are available on a weekly, monthly or quarterly basis depending on the client's needs, and may be provided on or off your site, utilizing Quickbooks for Windows, with Excel for specialized reporting.
Quickbooks is used to track income and expenses, loan payments, payroll, budgeting and bank reconciliations. Excel may be used to comprehensively track employee benefits or create customized reports.
A wide range of services are available, including:
Basic Bookkeeping: income and expense entry, bank and credit card account reconciliations, A/P, A/R, loan tracking, etc. weekly, biweekly or monthly depending on the client's needs
Year-End Accountant Preparation for individuals or small businesses who don't require ongoing bookkeeping support. Clients provide bank statements, receipts and other materials for entry into Quickbooks. Clients are then asked questions to further identify business and tax deductions and a spreadsheet summarizing all data is created for use with their accountant.
Individual, Partnership, Corporate, Payroll, and Sales Taxes: track collections and withholdings and provide monthly, quarterly and year-end filing and communication with the IRS as needed.
Overhead and Cost Analysis: vendor/supplier research, identification of cost-cutting measures, budget creation and analysis, and assistance managing cash flow and prioritizing payments.
Employee Benefit Tracking: medical benefits, sick, vacation and personal time tracking, retirement plan contributions, identification of employees eligible for the earned-income credit, and assistance researching and setting up retirement or health insurance plans.
Customer Invoicing: track project time and expenses (Architectural, Construction, Design firms, etc.) prepare invoices, provide sales tax collection and reporting, and follow-up on past due accounts, using Quickbooks or your existing invoicing system.
Subcontractor Issues: assist in correctly identifying subcontractors vs. employees and creating and maintaining an appropriate paper trail, including 1099's, certificates of insurance, and other documentation needed to support subcontractor status with the IRS or DET and to reduce excessive workers' compensation insurance premiums. This is especially important in the construction industry, where using subcontractors who don't have (or didn't provide proof of) their own workers' compensation and liability insurance can add a hidden labor 'tax' of 15-30% to a project, often well after completion, when an insurance audit is performed and additional premiums are due.
Quickbooks Training and Set-up: review materials from prior years, set up Quickbooks for your specific business and individual preferences, and provide one-on-one training using your actual data. Clients may chose to receive ongoing bookkeeping services or work towards being able to do it all themselves, with occasional on-site, telephone or email support or additional training sessions as needed.
Regular on-site services may be provided to businesses located in Orlando, Apopka, Winter Garden, Ocoee, Metrowest, Altamonte Springs, Maitland, Lake Mary, or other locations within 25 miles of Orlando. Audra Marlow is generally unable to offer weekly or bi-weekly on-site services to clients located further away but may be able to provide services virtually, special needs services, or Quickbooks training.
Marlow's Accounting Services
Lakeland, FL 33809
(407) 925-7253
FAX (407) 442-0720
audra@marlowsaccountingservices.com