Services
The duties of a bookkeeper are vital to the financial success of a business.
Keeping track of a household budget is one thing. Keeping track of a business’ budget, its tax obligations, invoices, receivables and payroll is another matter entirely. We specialize in helping businesses manage accounting and bookkeeping requirements while reducing your workload.
Bookkeeping services
- Record income/expenses
- Categorize transactions
- Connect your bank and credit cards in Quickbooks to allow for automatic downloads
- Bank & Credit Card Reconciliations
- Email support
- Monthly Financial Reporting (Balance Sheet, Income Statement, Statement of Cash Flows)
Optional services
- Accounts Receivable (entry, invoicing, deposits)
- Accounts Payable (entry, bill paying)
- Sales/Use Tax Reporting
- Tax forms (1099-NEC, 1099-MISC)
- Historical Clean-up (Catch-up on prior period months/years)
- Inventory Management
Payroll Services
- Payroll Processing
- QuickBooks Online/Desktop
- Paychex
- Tax forms (W-2, W-3, 940, 941, TX C-3)
Set-Up QuickBooks New Company Account
- New Company Set Up
- Chart of Accounts
- Connect your bank and credit cards in QuickBooks to allow for automatic downloads
Services Available
Don’t be embarrassed, I have seen it all. Bring it all to me and we will have that shoebox looking empty in no time.
Payroll processing, time and attendance and tax support services is what Epley & Associates, Inc. can do for small and medium-sized businesses that want a personalized service from real people.
I can help navigate the sometimes rough waters of tax prep. I will prepare a year-end package and work directly with your CPA to make tax filing simple and seamless. This saves you time and money.
Keeping your books up-to-date saves you from overpaying on your taxes, shows how well your company is performing, and is certainly key to successful end-of-year reconciliation.
Our Services
Take a look at the list of services below and consider if your time
would be better spent letting us handle them for you:
- 1099-NEC/MISC Year-End Filing
- Accounting
- Cleanup of bookkeeping entries
- Bookkeeping
- Estate & trust bookkeeping
- Financial reporting
- Paychex Payroll
- QuickBooks Online/Desktop consulting
- QuickBooks Online/Desktop payroll
- QuickBooks Online/Desktop setup
- QuickBooks Online/Desktop training
- Business Startup consulting
- Business formation paperwork with appropriate agencies
Industries Served
Here are the industries I currently serve:
- Construction / Contractors
- Consulting
- Design / Architecture / Engineering
- E-Commerce
- Hospitality
- Lawn Care / Landscaping
- Manufacturing
- Medical / Dental / Health Services
- Non Profit
- Real Estate / Developer
- Restaurant / Bar
- Retail
- Salon / Beauty
- Veterinary Hospitals
- Wholesale Distribution
Testimonials
"Helped me take my home based business to an LLC - along with getting my accounting in order. Carla is a great business partner and I look forward to working with her long term."
Debbie HardingHome Crafted Candles
"Carla, has been my savior in getting my business finances and accounting on track. She made it easy for me every month. I highly recommend her services."
Melissa FordSkinfluence Frisco
"Carla is patient and trustworthy! Enjoy doing business with her!"
Melinda PorterMCP Counseling
"Fast, accurate and expert on QuickBooks. Carla is detail oriented. I am a CPA and I have worked with Carla for a number of years. She is one of the best bookkeepers I have worked with."
CPA, Inc
"Our CPA firm utilizes Carla's services on a regular basis. She is very hands on and doesn't miss anything. I highly recommended Carla for any business owner who wants to get a accurate picture of their company."
Office of Certified Public AccountantsAccounting, Bookkeeping, Consulting, Financial reporting, Payroll, QuickBooks consulting, QuickBooks PAyroll, QuickBooks setup, Startup consulting
"Carla is great to work with because she takes pride in what she does and she does it very well. As a small business, we are often stretched thin in handling all the things we need to do and having her is a big help in keeping things running smoothly and efficiently. Would definitely recommend her services to any business."
QuickBooks OnlineBookkeeping, QuickBooks setup, QuickBooks training