Bookkeeping Services

Managing Your Business Finances

Business owners gain crucial financial and legal knowledge to make vital decisions about their business. In addition to enjoying the peace of mind knowing their financial records are in order, owners also have access to the legal system so they can make sound legal decisions, allowing their business to grow while alleviating the stress of making a financial decision.

For the small business owner seeking quality accounting and tax preparation services, Heather Klaus with Diversified Financial Solutions has years of experience in serving small businesses with the personal touch they desire. Unlike traditional financial professionals, Heather Klaus with Diversified Financial Solutions focuses on building a strong relationship with each client, while helping them to achieve their financial goals.

Heather Klaus with Diversified Financial Solutions provides superior tax, accounting, and small-business services to individuals and small businesses. Whether your needs are personal or professional, our focus is to help customers build, preserve, and protect their wealth, while building a strong relationship with clients to make your experience with me pleasant and rewarding. Services are available virtually, in your office, or your home, which sets us apart from other tax-preparation companies. Diversified Financial Solutions is dedicated to providing a secure and safe service as you place your information in my  hands.

Heather Klaus with Diversified Financial Solutions offers an array of bookkeeping services that are perfectly suited for almost any sized business – some smaller businesses just need basic bookkeeping; others might need more complex solutions, like payroll and similar. And still others just might need a little help with Quick Books – Diversified Financial Solutions can work with all of these businesses, and get them exactly what they need. Diversified Financial Solutions can work with other accounting software suites as well.

 

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Planning and organizing is critical to the success of any business.

Heather Klaus

SERVICES THAT WE OFFER

Accounts Receivable/Payable
  • Maintain vendor records.
  • Enter bills into QuickBooks and other bookkeeping software.
  • Prepare checks for print / or online bill pay.
  • Prepare Form 1099 Misc at year end.(does not include cost of forms, envelopes, postage, etc.)
  • Enter all transactions for the entire year.
  • Reconcile all bank and credit card accounts.
  • Make all general journal entries.
  • Prepare all year end reporting – includes W2’s and annual reconciliation returns (additional fee)
    • Up to 4 bank accounts and / or credit card accounts.

 

Payroll Services
  • Maintain employee records.
  • Process weekly / bi-weekly / semi-monthly / monthly payroll.
  • Provide pay stubs for distribution to employees.
  • Provide summary and / or detailed payroll reports. Provide summary and / or detailed payroll reports.
  • Prepare 941 deposits with instructions on how and when to pay.
  • Prepare all monthly and quarterly federal, state and local payroll returns.
  • Provide instructions on how and when to pay payroll taxes and where to file returns.

 

Payment Terms
  • Payment for monthly and quarterly services are due upon receipt of invoice.
  • A 50% deposit for annual bookkeeping is due before work is begun, balance due upon completion and delivery of work.
  • Payment for all other services is due at the time of the service. All invoices will be emailed.
  • All payments thirty (30) days past due will be subject to a 24% APR late fee.
**Pricing may vary depending on the complexity of the work and/or large volume of transactions
**Ask me about my monthly, quarterly, or annual prices.**

 

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