Accounting Services in Hamden, CT
Accounting, Bookkeeping and CFO Services
Accounting is at the heart of every well-run business. QuickBooks Accounting has become the premier software offering for small to mid-sized enterprises today for good reason – despite its relative ease of use, it covers virtually all the bases a business owner needs.
However, you have many more important issues to address. Why not concentrate on those. We handle your essential business information systems, so you can focus on your operations. QuickBooks essentially comes in two primary varieties – desktop or online. The desktop version, while available in multi-user format, is limited to just one user per purchased license. To collaborate with other users, in or out of your office, each user needs a separately purchased license for your specific edition. Consequently, most business owners are usually relegated to doing all of their own bookkeeping and accounting processes on their own. You also must ensure your version is kept up-to-date, and periodically (every 3 years) re-purchase a new version, as many internal functions are “sunsetted” and are no longer supported, or may even cease to function altogether.
Hence - The Benefits of QuickBooks Online
Many of our small business clients have converted their financial records to the Cloud. While we still support QuickBooks Desktop, we cannot access client computers while they are also currently active on their computer. We believe migrating to QuickBooks Online (QBO) from QuickBooks Desktop provides small business owners numerous benefits and greater flexibility:
- Faster System – QBO allows multiple users to log into the financial records for updates, research and financial analysis without experiencing common slowdowns of in-house computers.
- Accessibility – Small business owners may review real-time results from anywhere – their desktops, laptops, phones and tablets (iPhone, iPad, Android).
- No More Upgrades – Intuit handles upgrades in the background, ensuring availability of the most current features and functions.
- Free Secure Storage – Financial data is protected and routinely backed up on remote servers.
At C. W. Hermann Financial Services, we get you established on QBO, upload your company file if you already use QuickBooks Desktop software, and efficiently maintain your data.
Whether you wish to remain on QuickBooks Desktop, or realize the benefit of migrating your file to the Cloud, C. W. Hermann Financial Services has your back!
As was stated earlier, don’t you have better issues to attend to?
Service Offerings
- Streamlined data entry – We connect bank and credit card accounts to QBO and set rules to automate transaction coding.
- Reconcile your bank and credit card accounts every month for you.
- Prepare and file on your behalf state/local sales tax returns.
- If you have employees to pay, we optionally offer and integrate payroll services, and process all necessary tax filings on your behalf.
- Less paperwork – By maintaining results remotely, we maintain the digital form of documents for easy access.
- Routine financial results – By automating key tasks we reduce bookkeeping hours to deliver meaningful and timely financial results.
- Work with you to design meaningful information reports to better aid your understanding of your business activity.
Regardless of your needs, we can design a service package that will allow you to:
Concentrate on Your Business!
Let us do the other tasks for you.
Our package offerings typically range from about $150 – $500 or more per month, depending upon transaction volume, complexity, and ongoing consultancy needs. There is never a contract, you are free to leave at any point, and fees remain valid for a year. However, we reserve the right to modify the fee structure if activity levels change for two or more consecutive months in an annual period.
If you are not happy with our service, please tell us. If you are happy, tell others!
Core
from $399 per month*
Good for small businesses: up to 50 transactions/mo. Or $50k Gross Revenue.
e.g. 20 customer invoices, 20 checks/debits, 10 credit card charges.
Monthly review with you.
Includes your own licensed copy of QuickBooks Plus Online.
Standard
from $599 per month*
Good for expanding businesses: up to 100 transactions/mo. Or $100k Gross Revenue
e.g. 40 customer invoices, 40 checks/debits, 20 credit card charges.
Monthly review with you.
Includes your own licensed copy of QuickBooks Plus Online.
Mature
from $899 per month*
Good for active businesses: over 100transactions/mo. Or $100k+ Gross Revenue.
Custom designed reports.
Additionally, we will provide unlimited business/tax strategy sessions.
Includes your own licensed copy of QuickBooks Advanced Online.
No Contracts. Additional Or Spacial Requests Are Subject To Extra Charges Fee Is Redetermined Annually, or Following A Second Consecutive Month Of Revised Activity. Full Process Payroll Can Be Added To Any Package For $50 Per Month + $5/Paycheck. If Payroll Is Required, But You Elect To Remain With Your Current Provider, Additional Fees May Be Necessary to Integrate Data Into QuickBooks.