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ABOUT US

Your Bookkeeping and Business Finance Experts

When we say we are passionate about your business and the numbers, we mean it. Our focus has always been, and will continue to be, providing the accounting services our clients need, when they need them. Running a business is hard enough without having to worry about whether your payroll went through on time, if your sales tax is being collected properly, or that your transactions are categorized correctly. The Paper Plan-it works as an extension of your business and gives you peace of mind that your financial business is in order.

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BOOKKEEPING+

We take pride in being math nerds. What can we say, we love numbers! In fact, a proper balance sheet looks like a work of art to us. So, if this isn’t true for you, we can help you create a solid foundation of business accounting. We provide peace of mind that your books will be clean and correct.

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  • Account reconciliation

  • Financial reports

  • Accounts payable & receivable

  • Sales tax computation & filing

  • Transaction entry

PAYROLL

We get it – margins are tight. Hiring a full-time (or even part-time) payroll specialist often isn’t practical. This is where we shine. We make sure that your employees get paid, the W-2s and 1099s get printed and mailed, and that it all gets reported to the IRS correctly.

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  • Processing

  • Tax reporting and payments

  • W2s and 1099s

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FINANCIAL TRAINING

QuickBooks is the ideal business accounting software for small to mid-sized business owners. It’s a stable and reliable product that is used by literally hundreds of thousands of business owners. We continually educate ourselves so that not only do we know QuickBooks inside and out, but we can teach you how to use it as well. We also provide continuing support so when you or your employees run into an issue, we are only an email or phone call away.

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  • QUICKBOOKSâ„¢ and financial management software

  • File setup

  • Training & consultation

  • Qbox subscription service

  • Client-to-Office remote access

NEWSLETTERS

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SUMMER 2022 NEWSLETTER

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SPRING 2022 NEWSLETTER

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WINTER 2022 NEWSLETTER

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FALL 2021 NEWSLETTER

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