Call us and we can discuss whether R.O.A.D. is the right road for you. Then we can easily get started by reviewing your current bookkeeping procedures and records. From there we will recommend the services best suited to your operation. We will provide you with a list of the information you need to provide each week and which checks and reports you will receive in return.
How We Work With You
We know that management’s receipt of timely financial information can make the difference between being in or out of business. We pride ourselves on providing management reports to our weekly client’s within five days after their Sunday period end. Reports can be provided by email or by logging into our online Secure Report Management System where your reports are kept organized and available to you 24/7.
We can combine statements by location in an excel format for internal comparisons. Basically, if you can think of a way you want the data, we can provide it to you. We are the accounting department for our clients and handle all of their accounting needs including but not limited to:
Payroll Processing — Includes checks, tax payments, payroll registers, quarterly and annual government filings, tip allocations, garnishments, w-2, 1099. Payroll checks are sent to you by FedEx so you receive them as soon as possible and can track delivery online.
Tax Returns — Includes sales and business tax returns. One of our accounting firm’s Certified Public Accountants will provide tax projections and tax preparation.
Accounts Payable — Includes checks, reconciling vendor statements, bank reconciliations, adjustments to client’s checkbook balances.
Financial Statements — Weekly reports or reports customized to your needs, as well as financial statements for banks or other lending institutions.
Audits — Workman’s compensation and general policy audits.
We are truly a one-stop-shop for all your accounting needs.
Our fees fall into the following four categories. Our flat rates for document and data processing allow you to easily foresee and control your costs in a consistent and predictable manor.
Weekly Processing Flat Fee — This is a per-store, weekly fee which includes data processing for:
• sales and business tax returns
• financial statements for weekly, four week period or customized to your needs, an annual financial statement for banks or other lending institutions
• payroll checks, tax payments, payroll registers, quarterly and annual government filings, tip allocations, garnishments
• accounts payable checks, reconciling vendor statements, bank reconciliations, adjustments to client’s checkbook balances
• workman’s compensation and general policy audits
Per Document Flat Fees — An individual fee is charged for each document produced, including w-2 forms, 1099 forms, checks, state and federal income tax returns, etc.
Out-Of-Pocket Expenses — We will bill you for reimbursement of expenses such as freight, postage, check printing, etc.
Hourly Rate — As-needed services such as, federal or state income tax audits and litigation support will be billed at our normal hourly rates for bookkeeping and accounting services.
We will be happy to provide you with a detailed fee schedule for services needed for your company.