Let Us Handle Your Day-to-Day Bookkeeping—So You Can Focus on Running Your Business

Accurate record keeping is a fundamental requirement of running a profitable business—but can also be complicated and time-intensive. Allow us to take it off your hands. We will become your external accounting department, offering complete relief from the never-ending flow of bookkeeping tasks. Rely on our skilled professionals for bill paying, sales deposits, bank statements and credit card reconciliation, financial statements, payroll tax preparation and reporting, and more. With your trusted partners on the job, there is never any concern about the reliability of the data. Your worries are eliminated.

Simply upload your financial information through the secure client portal found on our website, and we will perform your daily bookkeeping duties off-site. We take the guesswork out of your financial status with convenient online access to your information. A quick and accurate picture of your business activity is always just a few clicks away.

Download Our Bookkeeping Packages Sheet


  BASIC   STANDARD   ENHANCED   PREMIUM
               
Provide 24/7 online access to company's books and records through monthly subscription to QuickBooks Online ·   ·   ·   ·
Initial client training session ·   ·   ·   ·
Reconcile downloaded transactions into QuickBooks Online ·   ·   ·   ·
Reconcile bank accounts ·   ·   ·   ·
Reconcile credit card accounts ·   ·   ·   ·
Technical phone support     ·   ·   ·
Enter bank transactions     ·   ·   ·
Enter credit card transactions     ·   ·   ·
Access to paperless record keeping through Receipt Bank     ·   ·   ·
File Sales/Use/Meals Tax Returns         ·   ·
Enter and pay bills and process checks into QBO via Receipt Bank         ·   ·
Process customer invoices         ·   ·
Receive and post customer payments into QBO         ·   ·
Process payments for deposit         ·   ·
Send monthly statements to customers         ·   ·
Maintain loan accounts and amortization schedules         ·   ·
Prepare 1099's for independent contractors         ·   ·
Provide monthly financial reports         ·   ·
Assist with budget preparation             ·
Assist with annual workers compensation audit             ·
Annual client meeting ·            
Semi-annual client meetings     ·        
Quarterly client meetings         ·    
Monthly client meetings             ·

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Online)


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Our New Website

Stamm Advisors is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve...

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