The Small Business Expert

AdminBooks is a different kind of accounting firm. We are a cloud-based accounting firm that helps small businesses with their bookkeeping, taxes, payroll, and support for QuickBooks Online users. We are passionate about using technology to give our clients better visibility to their financial situation.

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We help entrepreneurs:

Reduce amount you owe to the IRS
Increase your take-home pay
Grow your business

Our full-service firm educates our clients with:

laptop computer on glass-top table

Ever get stuck and not know what to do? Now you have access to bookkeeping specialists! AdminBooks can access your QB file remotely by way of a screen sharing program to provide the support you need.

We can:

Provide training and support for QuickBooks Users (Online)

 Give you homework by showing you how to fix problems

 Give you affirmation of what you are doing correctly

Fix more complex problems for you

Clients who have a support package in place are treated with priority.

Remote access is for both Windows and Mac users.

Step 1: Assessment for Cloud Accounting Services

The first step is for your account manager to perform a detailed assessment of your current accounting file to identify any errors, missing transactions, and/or catch-up work that needs to be completed.

This written assessment will answer the following questions:

When were the bank accounts last reconciled?

Are you using the proper chart of accounts for your entity?

Are there transactions that are reported incorrectly causing inaccurate financial statements?

Are your customer and vendor list properly set up?

Are there any old entries on the open invoice or open bills list?

Are your credit cards being reconciled correctly?

Are you posting fixed assets correctly?

Is your payroll split properly between wages and taxes?

Does your tax return match your financials?…and more!

The written assessment will be reviewed with you during a screen sharing session so we can explain the findings. We make a plan to move forward either in the monthly accounting work or first cleaning up and/or catching up the file to get it current.

Step 2: Kick-Off Meeting

Next, we’ll schedule a kick-off meeting with you and our Senior Account Manager. The purpose is to discuss your bookkeeping and business process to determine the best process in working together. This will determine the workflow, communication, client portal, online banking, receipts, expectations, etc.

Step 3: Onboarding

Once we’ve come up with a plan, we can quickly and accurately set up your QuickBooks Online file, migrate your QuickBooks Desktop file or start working in your QBO file in the cloud. Our Senior Account Manager will assign an account manager to your file and continue the onboarding process. Having two accounting experts familiar with your company ensures accuracy with a second set of eyes as well gives you confidence knowing you will be covered in times when an account manager needs to take some much deserved time off or if they are sick.

Step 4: Ongoing Services

Once the time of getting acclimated to working with each other has been determined and settled, AdminBooks will manage your accounting needs on an ongoing basis…providing you with peace of mind with your accounting needs!

  • Calculate payroll for your employees
  • Process direct deposit to employees’ bank account at your pay frequency = monthly, semi-monthly (5th and 20th) or bi-weekly (every other Friday)
  • Calculate and schedule federal and state payroll tax payments to be deducted from client’s bank account
  • Prepare quarterly federal and state tax forms: 941, DE9 & DE9C
  • Prepare annual federal and state tax forms: 940 & W-2’s
  • Provide online access to paystubs for all employees
  • Sync wages and taxes to your QuickBooks Online file

Cost:

The cost of the tax return is based upon the number of forms and schedules required. Once this cost is determined, we provide you 3 tax packages to choose from where we bundle our services. 

New Clients:

If you are considering using our services for the first time, we will provide you an estimate before we work with you. 

We work well with individuals who have more than a W2 form. 

Our goal is to provide education and advice to our clients specific financial situation.

Tax Organizer:

AdminBooks provides organizers (a list of yes and no questions) to help you gather all your information. Think of this document as a checklist. You can find this online document at the top header of our website. You can work on it a little at a time, saving your information as you go. Then, we you are ready, you can submit the answers to us securely online!

Timing of Documentation:

As you can imagine, the weeks leading up to the tax deadline are very busy for us. We operate on a first-in/first-out basis. If you give us your information on February 1st, it will probably take 2 weeks to complete. If you give us your information on February 1st, preparation time can take 1-2 weeks. If you give us your information on March 1st, we will need a full 3 weeks to complete your return. If you give us your information on April 1st, we will need to file an extension on your behalf and complete the return after the tax deadline.

We all like surprises, but not when it comes to tax returns. 

Planning ahead gives taxpayers the power to make choices. 

With managing withholdings, knowing profits in business, purchasing fixed assets or paying out bonuses, you can control the outcome of your situation. 

We take a proactive approach by using tax returns and financial statements as TOOLS to strategize with our clients.

Man with headphones on talking excitedly on a meeting.

See if AdminBooks Is the right partner for you and your business!

Schedule a free consultation to get acquainted with us and learn more about our processes.

Let’s Get Connected

Here is how we have eliminated stress from our client’s lives…

View all Testimonials
  • I’ve had an excellent experience with AdminBooks Tax Service! Their team is incredibly knowledgeable, professional, and efficient. They made the tax filing process stress-free and easy to understand, answering all my questions with patience and clarity. Their attention to detail and personalized approach gave me confidence that everything was handled accurately and in my best interest. I highly recommend AdminBooks to anyone looking for reliable and top-notch tax services!
    Paul Singh
  • I really appreciate this entire group. They are thorough, responsive, easy to work with, and exceptionally personable and friendly. Tax season is admittedly one of the most stressful seasons for our family, and this group eases that stress immensely. I would recommend AdminBooks to anyone!
    Tyler Williams
  • My struggles with finding the right team to help with my bookkeeping needs ended when I got in touch with AdminBooks folks. The team is extremely responsive and they understand your requirements that is followed up with the right suggestions/advice. They offer a bunch of services to suit your needs and the best part is they do not overcharge. Thank you Rhonda and Erika for everything and for the quick turnaround time.
    Siddharth Priyadarshi
  • I first started working with the founder of AdminBooks in 2014 as I was transitioning from a corporate job to some solo gig work after a massive reduction in force. AdminBooks helped me with some basic accounting guidance as a solopreneur. Ten years later, I’m working for myself fulltime, with enough business transactions to transcend my DIY spreadsheet approach. AdminBooks providing guidance and consulting support to get set up and managing my own QuickBooks account. I especially appreciated the ad hoc consulting support I needed to help me reconcile my accounts and make the right decisions about how I used various features of QuickBooks. They also provided consulting services related to Taxes (a separate team) and supported my 1099 filings.
    Jessica Grossmeier
  • AdminBooks has been an essential part of my business for well over a decade. Their friendly, helpful service and deep tax knowledge is an invaluable resource. Highly recommend for bookkeeping and tax services!
    Wendy Wood
    Wendy Wood Graphic Design
  • Love, Love AdminBooks! Several years ago when I first started my business, I attended a business women’s workshop led by the AdminBooks founder. They are very supportive of start-ups and small businesses and it was a great fit for my needs.

    Several years later, I am still working with AdminBooks and Erika Polley have been supporting my needs the past couple of years.

    Great Team. Try them for all your bookkeeping and accounting needs!
    Barbara Hvasta

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