Three examples of the work, without the client names
Our team has supported a US accounting firm with the monthly bookkeeping, quarterly sales tax and payroll tax work of small-business clients. These are three of them: a gym, a restaurant and a construction company. Names, locations and figures are left out, so only what the team did is described.
The three clients
US gym
A fitness gym with a small team and steady monthly card and bank activity.
Payroll size: 3 to 5 employees
Result: bank accounts and QuickBooks matched; sales tax and payroll calculated and delivered on time.
US restaurant
A restaurant with high card-sale volume. Sales tax is collected on most sales, so the quarterly return carries the most weight here.
Payroll size: A larger payroll than the other two
Result: bank accounts and QuickBooks matched; sales tax and payroll calculated and delivered on time.
US construction company
A construction company with a small crew and a handful of regular vendors.
Payroll size: 3 to 5 employees
Result: bank accounts and QuickBooks matched; sales tax and payroll calculated and delivered on time.
The same routine for each client
- Accounts: 1 to 2 bank accounts and 1 to 2 credit cards each
- Software: QuickBooks Desktop, one shared company file on a virtual machine used from every computer in the office
- Bookkeeping: Monthly: bank and card transactions entered and reconciled to the statements
- Sales tax: Calculated every quarter and handed over ready to file
- Payroll: Payroll and payroll tax calculated monthly or quarterly, depending on the client, and delivered on time
Three different starting points
- New clients: QuickBooks set up from scratch and connected to the bank and card accounts.
- Existing clients: Every account reconciled against the statements, so the books agreed with the bank again.
- Long-time clients of the firm: Books that had been with the firm for a long time before the team took over, kept current each month.
How fast the work runs. With QuickBooks already connected to the bank, the team works through about 100 to 150 transactions an hour. If QuickBooks is not yet connected, connecting and matching it takes about 1 to 2 hours once. This is our working pace, not a promise for every client.
Other kinds of business the team has supported
Beyond these three, the same routine has been run for salons and barbershops, grocery and convenience stores, retail stores, wholesalers and traders, trucking and limo companies, real estate owners and brokerages, pharmacies and healthcare practices, and marketing and professional service firms. These are not written up as separate case studies. Each industry page lists what the monthly work covers.
What these examples are, and are not
- This was work done by our team, supporting a US accounting firm's clients. Client identity stays confidential.
- There are no client quotes, ratings or reviews on this page.
- Results vary with each client's records and software.
- RazaPro does not prepare or file income tax returns or give tax advice. Tax decisions and signatures stay with your firm.
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