A decision tool, rather than a compliance process
Our philosophy, personalized service and expertise in accounting have made us a leading provider of BOOKKEEPING services for small businesses.
Regardless of industry, needs or remote location, we will make sure your bookkeeping is done efficiently and accurately, and always up-to-date.
JUST WHAT YOU NEED
Every business is different, so are their bookkeeping needs. We first listen, then we suggest the type of bookkeeping service your business needs
FINANCIAL REPORTS
Our financial reports are timely, accurate and descriptive. You will receive them every period (weekly, monthly, quarterly or yearly) and they will show you exactly what your business looks like financially. And the good thing is that we prepare these reports in a way you can understand them.
MINIMAL INPUT FROM YOU
Thanks to our organized and efficient approach to accounting, we will require minimal input from you. You will only be bothered in case something is not normal or clear. We take care of the rest.
PERSONALIZED SERVICES
We will start with an INITIAL meeting to know you and evaluate your business needs. Then, after creating your books and compiling accounting records, we will have a «get-it-together» meeting to give you our impressions and suggestions on what to improve. Later, we will have periodic “financial analysis” meetings to go over your finances, explain them to you and give you our objective conclusions of your business’ performance. Knowing how your business is doing is empowering, and having personalized attention from your accountant makes a big difference.
ANALYSIS OF FINANCIAL REPORTS
As a client of us, you will meet with us periodically to analyze your financials in order to see HOW your business is doing, WHERE it is going, and WHAT can be improved. You will be able to anticipate fluctuations in revenue, pinpoint the areas that need improving and have your ducks in a row before income taxes have to be filed. These meetings are eye openers and game changers.
SALES TAXES
Our knowledge and efficient filling system will ensure your sales taxes are filed and paid timely and accurately.
CLIENT SUPPORT
As a client of Ueltschi & Co., if you have any question or need a financial report of your company, we are always an email or call away.
PIECE OF MIND
Each member of our team specializes in a specifics area of accounting. Being bookkeeping, payroll or taxes, you can rest assure you will only deal with an expert.
REMOTE BOOKKEEPING
Our advanced and efficient system allows us to do your accounting remotely. This makes the process seamless and requires minimal input from you. We currently have clients in other states and countries. And the great news is this does not affect our services even a little.
FREQUENCY
The frequency of our services is the one you and your business need. After our initial meeting, we will be able to suggest the frequency your business needs, not the frequency we want. This can be weekly, bi-weekly, and every 3, 6 or 12 months. Your business will tell.
ACCOUNTS PAYABLE
Not only we can pay your bills efficiently and accurately, we also provide you with reports that give you complete control over every single payment. It will feel as though you paid those bills, minus the paying.
ANYWHERE-ACCESS REPORTS
You will be able to access the financial reports of your company any time, anywhere, and on any device. Your financial reports are always on a secure cloud.