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​​​​​INVOICING

  • Setup Customers
  • Set up Estimates, Sales Orders, & Invoicing Systems
  • Enter Purchase Orders and Sales Orders
  • Create Estimates
  • Issue Invoices
  • Enter Sales Receipts and Receive Payments
  • Issue Credit Memos/Refunds
  • Author & Distribute Collection Letters

REPORTING AND ANALYSIS

  • ​​Generate Standard Reports & Statements
  • Establish Financial Performance Metrics
  • Custom Reports and Statements
  • Financial Statements
  • Budgeting
  • Forecasting

BANKING

  • Segregating Business & Personal Expenses
  • Write Checks
  • Enter Credit Card Charges
  • Record Debit Card Transactions and Manual Checks
  • Record ACH Transactions
  • Petty Cash Reconciliations
  • Bank Reconciliations
  • Credit Card Reconciliations

PAYROLL

  • ​Payroll Provider Selection
  • Setup & Modify Employee Payroll     Information
  • Payroll Entries
  • Payroll Processing
  • Payroll Management

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FILING TAX FORMS

  • Issue W-2, 1099 & 1096 Forms

  • Quarterlies (IRS & State of California)

​​BILLING

  • Set up Vendors
  • Set up Independent Contractors
  • Enter Bills and Pay Bills
  • Pay Schedules

The Books Plus can help you stay focused on continuing market growth by providing custom Human Resource assistance allowing you to focus on your core competencies. How you maintain your employee information is imperative towards remaining compliant under state and federal laws. Hiring a full-time or even a part-time HR Assistant or Manager can be costly and in some cases unnecessary.

 

​For early-growth businesses, establishing your HR practices can seem cumbersome and tedious. The Books Plus has the tools needed to get you ramped up quickly. From creating your employee handbook to researching benefit providers, The Books Plus has the experience to get these tasks completed quickly and without the headache.

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Some of the human resource services we offer include:

 

  •     Employee Handbook Creation
  •     New Hire & Orientation Process
  •     Setting-up Employee Files in Compliance with State & Federal Laws
Human Resources Support & Marketing Assistance​
Property Management Support
PROPERTY MANAGEMENT 

  • AppFolio or QuickBooks Support

Bookkeeping Services


Bookkeeping service packages range from weekly assistance to quarterly assistance. The Books Plus is committed to meeting whatever bookkeeping needs you may have today and identifying what your needs may be as your business continues to grow and expand.

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