Bookkeeping and Accounting Packages

    Retainer Support - Ideal solution for a business that has in-house bookkeeping, but has periodic accounting and tax questions.  Year around phone and email support along with mid-year tax planning is provided.  You have prepaid for a specific number of hours of support.  Which you can use as you need.  Should you not use all that you have paid for during the year, you can apply the balance towards your tax preparation or carry forward to the next year.  Grow faster that expected and you can simply increase your retainer to accommodate your businesses growing needs.  You can also use this to request QuickBooks support.

    Semi-Annual Accounting - Ideal solution for clients with limited budgets but need actionable accounting information prior to tax deadlines.  Accounting services are performed semi-annually with mid-year tax planning services.

    Quarterly Accounting - Ideal solutions for most small businesses that need actionable accounting information at quarterly intervals.  Year around tax planning is provided with phone, email, and meeting support.

    Monthly Accounting - Ideal solution for businesses that need accounting information in real time (or who have significant activity).  Year around tax planning is also provided along with phone, email, and meeting support. 

   Full Service Bookkeeping and Accounting (with Bill Pay and/or invoicing services) - Ideal solution for businesses that  do not want to take on the expensive overhead of admin office and accounting staff.  This offers all the same benefits of our monthly accounting services along with the ability to outsource their accounts payable and accounts receivable functions. 

It is so simple.  You submit your vender invoices, receipts for electronic transactions you have done and Customer Sales through our client portal on a daily or weekly basis.  We will:

• Pay your venders
• Update your bank balance
• Update your accounts payable
• Invoice your sales
• Collect and deposit your customer's payments
• Provide you with a cash management plan
• Provide you with access to your information 24/7

Add payroll to this plan and you have best of all worlds.

We will keep your records in QuickBooks.  All clients are backed up nightly.  Your accounting files are always yours and always kept confidential.

Each business is unique and so are their requirements.  This is why we prefer to provide you with a quote based on just what you need. 

Please allow us the favor of providing you a quotation

B Zimmer & Company

A full Service Accounting Firm
1237 Lorene Drive, Pasadena, MD 21122
info@bzimmercpa.com

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