Business accounting tailored to your specific needs

Tracking your business income and figuring out the tax deductible expenses can be daunting tasks. AAA Accounting & Bookkeeping can take on as much or as little of your accounting and bookkeeping duties as you wish. Our array of services includes recording deposits, checks, debit and credit card transactions; reconciling bank and credit card accounts; preparing payroll and sales tax returns; preparing financial statements; downloading QuickBooks and training you how to use it.

 

We remove financial tracking headaches for commercial real estate

For commercial real estate investors, the property management function is extremely time consuming. We offer a package of accounting and bookkeeping functions that allows you to focus on keeping the property well-maintained and fully rented.

We will handle rent collection and deposits; cut checks to pay bills ready for the investor’s signature; and provide the owner with past due rent reports, monthly financial statements and periodic reports to lenders.

At year end, we will prepare the annual common area maintenance (CAM) reconciliation to determine if CAM, insurance and taxes have been over or under-funded by the tenants. Finally, we can prepare the tax-free Section 1031 exchange calculations when the property is sold and gain recognition is deferred.

 

Association maintenance fee tracking and accounting

Many homeowner and condominium associations prefer to manage and oversee the maintenance activities which keep the community beautiful and sustain the property values. However, board positions are volunteer and the time and effort it takes to stay on top of maintenance fee collection may be more than the treasurer wants to take on.

We can help with the maintenance fee collection and tracking so the board can devote its time to the more pressing maintenance issues. In addition to the business accounting services described above, our association accounting services include receiving and depositing maintenance fees, issuance of late notices, interface with bank lock box operations and cutting checks to pay bills for board signature and mailing.

 

Individual and business tax preparation made easier

Tax time for many individuals and business owners is just plain scary. Getting your taxes done and finding out that you owe the IRS is worse than going to the dentist. Our staff has years of experience in tax preparation, and we are sensitive to the anxiety our clients feel waiting for their taxes to be completed. That is why we make every effort to complete the return quickly. We offer a wide array of tax preparation services, including individual, corporate, partnership, estate, trust and not-for-profit tax returns.

 

QuickBooks software set-up, training and consultation

To help the growing number of business owners who are “doing it themselves” and for new business start ups, we help set up QuickBooks files properly right from the start with a custom chart of accounts. We also provide basic training to make sure you are prepared to properly enter the transactions in the software correctly. For all business owners who maintain their own QuickBooks file, we are available for telephone consultation if a questions arise on how to properly record a transaction.

With our LOG ME IN service we can review and make adjustments to your QuickBooks file remotely while you observe on your own computer.

 

CPA Secure Aging helps seniors with their financial matters

As we age, we often find that bill paying and other routine financial management tasks become overwhelming. CPA Secure Aging takes the drudgery out of bill paying and paperwork management for seniors while providing the security of knowing that a trusted CPA is overseeing your financial matters. Our services include regular home visits to pay bills, review mail, file medical claims, balance check books and manage cash flow for our clients.