Can JL Integrated Business Services do my tax returns?
While JL Integrated Business Services doesn’t provide tax preparation services internally, we work with a few exceptional CPA partners – and will arrange for your tax preparation to be done for you at a reasonable cost (and the books are conforming to our CPA partners’ requirements).
If you’d prefer to work with your own CPA, we will ensure your books are accurately updated throughout the year, so that they are in good shape to be passed on to your tax preparer.
What if I already have an accountant? What is the difference?
Contrary to popular opinion bookkeepers and accountants do distinctly different tasks for the businesses they serve. Bookkeepers are accountable for maintaining the general ledgers of their clients. A bookkeeper’s common responsibilities include:
Daily collection of information
In the general ledger, you can categorize the expenses.
Examining the general ledger to ensure exactness
Conciliating bank statements with the general ledger
Making financial statements
Accountants make use of the exact and up-to-date ledger that is maintained by the bookkeeper to provide advice services, for example:
The analysis of financial information for the company
Tax preparation for income tax returns
Tax planning advice
What other cloud-based tools are you using for small-sized businesses?
QuickBooks, Xero and Bill.com. ADP, Gusto. Recept Bank, ADP and many more.
Do you provide services to businesses with under 100k in annual revenue?
Yes. We provide bookkeeping solutions for small-scale businesses of all sizes!
What other financial services does JL Integrated Business Services provide?
JL Integrated Business Services provides the following services:
Money-in/revenue reconciliation: Recording deposits and matching them to accounts receivable. Control of cash flow
Expense management – Expenses categorization and accounts payable, receipt and mileage tracking
Bill payment – online bill payment Document storage
Payroll services Payroll software setup and reconciliation
Financial reporting – Producing and reviewing financial statements derived from GL (i.e. Income Statement, Balance Sheet
Which types of businesses do JL Integrated Business Services help?
JL Integrated Business Services serves all sizes of companies of all types, but we are best known for our expertise in the following four areas:
Services for professionals : Insurance agents, financial advisors, real estate agents and more
Home service contractors HVAC technicians, plumbers, electricians, painters, and more
Health and Wellness – Spas, gyms and much more
Restaurants – Fast-service, fine dining cafes, caterers and specialty food providers.
Supply Chain Management – logistics, trucking companies
Industrial and Commercial Manufacturing
Energy Services
What is the cost of JL Integrated Business Services cost?
JL Integrated Business Services charges a flat fee per month dependent on your requirements and revenue.
Please feel free to contact us for a consultation and quote.
What other business and financial services does JL Integrated Business Services provide?
JL Integrated Business Services provides the following services:
Money-in/revenue reconciliation: Recording deposits and matching them to accounts receivable. Control of cash flow
Expense management – Expenses categorization and accounts payable, receipt and mileage tracking
Bill payment – online bill payment Document storage
Payroll services Payroll software setup and reconciliation
Financial reporting – Producing and reviewing financial statements derived from GL (i.e., Income Statement, Balance Sheet
International Standards Organization consulting ISO 9001-2015 and ISO 14001-2015
Contract COO
Board member representation
Compliance Management
Management System Consulting
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