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3 facts you should know about bookkeepers
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3 facts you should know about bookkeepers

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Sometimes called an accounting clerk, the real bookkeeper's role is often unknown or unappreciated Individuals and business owners miss good opportunities to take full advantage of a bookkeeper. …

Sometimes called an accounting clerk, the real bookkeeper's role is often unknown or unappreciated Individuals and business owners miss good opportunities to take full advantage of a bookkeeper.
Learn what a bookkeeper is and how he/she can help you.

Published in: Economy & Finance, Business

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  • 1. 3 Facts You Should Know AboutBookkeepers Image: Ambro / FreeDigitalPhotos.net Marks Bookkeeping Services 40 West 24th Street, Suite 3F Join us New York, NY 10010 http://www.marksbookkeeping.com Contact: Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved info@marksbookkeeping.com 1
  • 2. Sometimes called an accounting clerk ,the real bookkeepers role is often unknown orunappreciated Individuals and business owners miss good opportunities to take fulladvantage of a bookkeeper.Learn how a bookkeeper can help you. Summary What is a bookkeeper? What does a bookkeeper do? Where can you find a bookkeeper? Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 2
  • 3. What is a bookkeeper? Education • A high school diploma or equivalent included courses in bookkeeping or accounting • A college program in accounting Certifications Recognition by professional - accounting program Certified Bookkeeper (CB) Professional associations Example: http:www.aipb.org Image: sippakorn / FreeDigitalPhotos.net Understanding Of GAAP (Generally Accepted Accounting Principles) • Effective communication skills • Aptitude to assigned responsibilities • Knowledge’s of computers and software’s (Spreadsheets, bookkeeping softwares) Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 3
  • 4. Full-charge Bookkeeper• Maintains and handles all book through the adjusted trial balance• Records assets, leases ,expenditures and bank reconciliation• Analyzes and corrects current-period errors in the general ledgers• Does the payroll, can prepare federal and state payroll tax returnsand computes related deposits Minimum of 4 years experience Can be certifiedBookkeeperHandles the day-in-day-out financial record keeping and reporting(accounts receivable and payable and bank reconciliation etc.) Minimum of 2 years experienceAssistant Bookkeeper Works under supervision of full-charge bookkeeper or certified bookkeeper Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 4
  • 5. What does a bookkeeper do? Handle financials data’s and maintaining good records and verifying procedures accuracyOverview A Bookkeeper , Summarizes financials • General ledger or statements • An Accountant Journal • Analyzing and • Cashbook • Trial Balance reporting • Vendor ledger • Customer ledger Classifies Transmits to transactions Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 5
  • 6. In detailsBookkeeping for Profit and Not-For-Profit businessesAssessment of Current Recordkeeping Process to facilitate a smoother flow of financial recordsInstallation of QuickBooks and a tailored program to fit the needs of the clientInitial Set-up for New CompaniesClean-up for existing companiesManagement of Books in the clients office or in oursController Services: + Cash flow management + Financial analysis + Business performance evaluation + Budgeting and forecastingStaff Training on an individual basis or in seminar formatChart of Accounts set-up Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 6
  • 7. In detailsDesign, Customization and Generation of estimates, invoices and credit memosAnnual 1099 and W-9 ProcessingRecording Payroll and Tax Payment Transactions from payroll reportsAccounts Payable - entering and paying bills, printing and collating checksAccounts Receivable - tracking overdue accounts and processing collectionsBank and Charge Card ReconciliationsPreparing Monthly Financial Statements: + Profit & Loss, + Trial Balance, + Balance Sheet, + Statement of Cash Flows, + Detailed account activity reports for any period or range of timeMaintaining Petty Cash RecordsSecuring Client Data using backup procedures and password features. Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 7
  • 8. Where can you find a bookkeeper?Businesses find bookkeepers in various ways.Therefore your bookkeeper choice will depend on your needs, expectationsand constraints linked to your industry and your business size. Hire a BookkeeperOutsourcing solutions Accounting Firms Bookkeeping Companies Freelance Bookkeepers Small businesses and start-ups Middle-size businesses Largest business structures Business sizes Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 8
  • 9. For more on bookkeeping services, information and tips Visit our Website Visit our Blog Please leave comments below Join us http://www.marksbookkeeping.com Copyright© 2012 Marks Bookkeeping Services, LLC. - All Rights Reserved 9