Thanks for your inquiry at Meru Accounting
We are really happy to help you out for your complete Bookkeeping, Accounting and Tax return requirements.
You can view our entire Video presentation
Below would be the next steps
Step 1 : Your Business Understanding
Step 2 : Schedule an Introductory Call
Step 3 : Quote Finalization & Signing off
Step 4 : On boarding call with your Point of Contact
Step 5 : Work gets Started
Step 1 : Your Business Understanding
You would need to fill out the checklist here so that we know more about your Business Accounting Structure.
Checklist Here
Checklist Here
Step 2 : Schedule an Introductory Call
You can schedule a call here. If any of this is not suitable, do let us know your Convenient time. (Mornings are preferable)
Can you choose the suitable time from below link:
Step 3 : Quote Finalization & Signing off
Please share your Last 2 months Bank & Credit card statements for us to give you a quote.
We shall send you a fixed price proposal for the work and once the Engagement letter is signed we shall start working.
Step 4 : On boarding call with your Point of Contact
We shall give you one point of Contact who would be working as your Accountant.
Step 5 : Work gets Started
Daily/weekly/monthly work updates as discussed will be sent to you once we start working followed by a Management report.
Below are some the main tasks we can help you with
- 1. Setting up from Scratch or Migration of books from one software to another.
- 2. Bank, Credit Card, and Payment Gateway reconciliations
- 3. Payables/Bills Processing & Regular reporting
- 4. Receivables Processing and Regular Reporting
- 5. Class/Location/Job/Project Tracking
- 6. Financial reporting on a monthly basis (Key Performance Indicators analysis and Profitability analysis)
- 7. Payroll processing through Bill.com or any similar software.
- 8. Various Addon integrations with QBO, Xero, etc.
- 9. Tax Ready year-end finalization
- 10. Liaison with your CPA for Tax return finalization
- 11. Federal & State Tax Returns Preparation and online filing with our Associated CPA
- 12. 1099 Preparation based on W2 forms.
