We Make Your Success Our Business

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Why should I introduce Cover Your Accounts to your Clients or Networking Community?

Cover Your Accounts is a team of certified bookkeepers and accountants who have over 30 years of history of delivering accounting and financial results to businesses in most industries. 
 
Cover Your Accounts provides recommendations on your processes. We strive to add value and advise a strategy to move forward toward business goals. With our introduction, it strengthens your relationship by acting as a proven trusted advisor, not just a commodity. 
 
Cover Your Accounts Circle of Influence and Power Networkers, include individuals in the accounting and finance industry to include CPAs, Fractional CFOs and great networkers.

Our Ideal

Client

Services We Provide

Managed Accounting and Bookkeeping to include the following:
 
  • Business Bookkeeping and Account Categorization(Daily/Weekly/Monthly)
  • Business Bank Reconciliation (Monthly)
  • Credit Card Reconciliation (Monthly)
  • Loan or Line of Credit Reconciliation (Monthly)
  • Other Balance Sheet Account Reconciliations (Quarterly/Yearly)
  • Maintaining Electronic and Paper Files (Daily/Monthly)
  • Monthly Financial Review Meetings
  • Long Term Goal Setting
  • Retirement Planning
  • Introduction to Business Partners
  • Quickbooks Online Setup
  • Conversion from QuickBooks Desktop to Online
  • QuickBooks Training and Coaching 
  • Accounts Receivable(A/R): Customer Invoice Entry, Send Invoices, Record Customer Payments, Provide Monthly Aging Detail
  • Accounts Payable(A/P): Vendor Bill Entry, Bill Payment
  • PayrollEnter Time, Enter or Sync Payroll and Benefits Journal Entry, 1099s 
  • Reporting: Detailed General Ledgers, Financial Statements –
  • For Profit- Income Statement/Profit and Loss, Balance Sheet
  • Non Profit – Statement of Activities and Statement of Financial Position
  • Year end reports to tax preparers (by end of February)
 

Services we do NOT provide:

  • Federal and State Taxes
  • Routine Federal and State Payroll Filings
  • Sales Tax Filings
 

But we can introduce a business that can help with the above services we do not provide.