Bookkeeping

& Payroll Services

Before you begin bookkeeping, your business must decide what method you are going to follow. When choosing, consider the volume of daily transactions your business has and the amount of revenue you earn. Generating financial statements like balance sheets, income statements, and cash flow statements helps you understand where your business stands and gauge its performance. For these reports to portray your business accurately, you must have properly documented records of your transactions. Keeping these records as current as possible is also helpful when reconciling your accounts. That is what we’re good at doing at CASTLES REFUND TAXES

Bookkeeping & Payroll

When you try to do bookkeeping yourself, it can quickly become overwhelming. The process includes data entry, record-keeping, verification tasks, monitoring, maintaining adjustments, reporting, and continuous research of new payroll and bookkeeping laws. Needless to say, it’s smart to have your bookkeeping managed by someone who understands everything there is to know about it. Our team will customize, update, and maintain your payroll and books, which will not only ensure that it’s done properly—it will also save you time for more important things.
 

When bookkeeping mistakes are made or the new payroll laws aren’t fully understood and executed, it can be a real headache to resolve the problems it can cause. This is why it’s smart to leave the accounting to the professionals. We have years of experience dealing with the system (which becomes more and more complex each year), and we can handle everything for you so that you can rest assured that every detail is being handled.

At Castles Refund Taxes, we offer accurate, easy-to-read payroll and bookkeeping reports for an additional, but reasonable, fee. This includes certified payroll, bookkeeping reports, workers compensation reports, union reports, and much more. Having this information is extremely helpful and smart for business owners to have on hand.

Payroll packages include:

  • Direct Deposit
  • HR Tools
  • New Hire Reporting
  • Labor Law Posters
  • Employee Portal and more…

OurPayroll Services

Payroll is a necessity for any business-you have to pay your employees, make the right tax deductions and then get everything paid and filed on time. This is a big task for small business owners and it isn’t how you should be spending your time.

Calculate, file and pay federal, state and local payroll taxes online-with tax filing guaranteed.

Fast, two-day standard processing time means you have less money in flux.

Set it up and let it run automatically. You can easily make changes when you need to.

Award winning services is available via phone, chat or email. Plus, in-product info gets you answers when you need them.

Frequently

Asked Questions

What is the benefit of bookkeeping?

Simple!

 

It allows you to focus on the parts of your business that bring you money that you love and truly let you be the visionary of your business.

 

I make sure you’re up to date on your numbers and give you snapshots, highlights, and insights about how your business is doing.

 

You will be empowered and *excited* to get these reports as you strive to beat your own profit goals and continue to improve your business.

What sets you apart from other bookkeepers?

Passion.

 

I am an online entrepreneur myself. I understand your systems, your struggles, and your drive. I believe in the limitless potential of your business. I’m here to help your business thrive because I think numbers are your road map to success.

 

Professionalism.

 

I am an Accountant with 11+ years of accounting under my belt. I also prepare income taxes and can guide you along the way to make smart tax moves and make sure you’re in the hands of a trustworthy tax preparer.

Got questions on how to register your business, pay estimated tax payments, what you can write off, and what to do when you hire help? I’ve got the answers.

 

Productivity.

 

I am fast and efficient. I’m a ninja with systems and can show you your income by revenue stream. You will receive timely reports with useful detail, not just some sloppy data that doesn’t make sense to you.

Is my business too small for bookkeeping?

No way, Jose! If you’re serious about your business, you’ll take the numbers seriously.

 

Tracking your sales, costs, and profits is how you make intelligent business decisions and reach your goals.

 

You may be small today, but with my insight and your ability to focus clearly on the growth of your business, you will grow.

My books are a mess, do I need to do any work before becoming a client?

No, you don’t. I understand this isn’t your forte, and I take it off your hands.

 

Part of my onboarding process is to get you set up with clean books from either the first day of business or the first day of the current year, whichever you prefer.

 

I offer discounted catch-up services as a new client incentive.

 

I understand this is part of the process and am here to help.

Do I need bookkeeping software?

You don’t need to have it already. If you do, I will usually work with it to avoid too many changes.

 

Sometimes it’s easier to start with a clean slate, so don’t fret if you don’t have it yet. I will guide you as to the best fit for your needs and help you get set up.

 

My preferred software is Wave.

 

You can either pay for the software directly, or I will add it to our monthly fee as reimbursement.

What do I need to provide you with in order to handle my books?

I request read-only online access to banks, credit cards, PayPal, and your invoicing system (if separate).

 

Almost all of these allow a read-only accountant log in, and I will help you figure out how to set one up, so your data is secure.

 

This allows me to work efficiently and avoid bothering you for data requests or more information found within these banks/platforms.

 

I also have my own software that you can connect to for $25/monthly.

What can I expect from the monthly bookkeeping process?

Once your books have been set up, I maintain them monthly.

 

After the month ends, I will pull your reports and categorize your transactions.

 

You will receive one e-mail of questions/clarifications if needed, and once those questions are answered, you will receive your report with highlights of what the numbers are telling you.

 

You will have your books by the 15th of the month, if not sooner.

CONTACT US WITH EASE

Our Bookkeeping &

Payroll Services

This is where you can sign up virtually for payroll services with Castles Refund Taxes

Call us

(714)791-4838

Email us

CastleRefundTaxes@outlook.com