Halters Accounting and Income Tax Service is proud to offer its clients and prospective clients the opportunity to choose the level of services you prefer. (See next page) In addition, I am happy to quote you a fixed price on those single services or a customized service package that meets your needs, if you desire. (See list on third page) You will always know what you will pay upfront.
Free initial consultation. Meet with me and let me show you how I am different.
I offer quick, honest, reliable, and accurate service.
My work is guaranteed to be correct or I will correct it for free.
Guaranteed turn around time. You will never wait for your work.
I am never too busy to return your phone call or answer your e-mail in a reasonable time.
For your convenience I can come to your location saving you valuable time.
I can support most small business accounting computer software. Like QuickBooks, Quicken, and Peachtree.
I can produce customized personal computer spreadsheets to meet your needs.
Let me help you with your business headaches! Individuals Businesses Charities Farms Truckers SERVICE PACKAGES
Level 1: The basics: (Starting at an investment of $20 per month) or ($40 a quarter)
Compliance services What every business has to have done, including monthly transactional recording, and preparation of financial statements. Taxation Preparation of your personal income taxes, this includes schedule C business income taxes. Also, help you keep up with your government responsibilities. Bank services Monthly check book reconciliation.
Level 2: The basics + payroll: (Starting at an investment of $75 per month)
Compliance services All of the services provided in level 1 Payroll services What every business is required to do when they have employees. Weekly payroll processing, government reports and transmittals, and year end reports, W-2s, and 1099s. Also, have questions answered quickly by phone or e-mail.
Level 3: The bookkeeper: Like having a full time bookkeeper with part time cost. (Starting at an investment of $100 per month)
Compliance services All of the services provided in level 2 A/P, A/R services Keeping your A/P and A/R current by recording your transactions (Invoices sent, checks written, checks received, etc.) on a timely basis. Reporting to you what you owe and what others owe you. Informing you of what bills are due and what money should be coming in. Also, have questions answered quickly by phone or e-mail.
Level 4: The bookkeeper + Human Resources: Like having a full time bookkeeper and human resource person with part time cost. (Starting at an investment of $125 per month)
Compliance services - All of the services provided in level 3 Human Resources What every business has to have done when they have employees. All the paper work and filings associated with employees. Also, have questions answered quickly by phone or e-mail. Single Services Available Customize these into a fixed fee package that fits your needs.
Payroll Monthly Transaction Reporting Bank Reconciliation Investment Tracking Financial Statement Preparation Personal & Corporate Income Tax Preparation Government Remittances & Filings Budgeting Preparing Reports for Financial Institutions Phone, E-Mail, and On-site Bookkeeping Support Bookkeeping Training Product Costing Inventory Bookkeeping Software Software Consulting Hiring of Bookkeeping Staff Installation and customization of Small-Business Accounting Computer Software Preparation of Personal Financial Statements of Company Owners Required by Banks to Secure Loans
If you have a task that you need help with, that is not listed, just ask me and I may be able to help you with it.
Joseph L. Halter Jr. Resume
I have over twenty years of bookkeeping and income tax preparation experience running my own business after work. Seventeen years of successfully managing accounting departments as a hands on Controller/Accounting Manager. I have a total of nearly thirty years of accounting, bookkeeping, and income tax preparation experience, along with accounting software and P.C. spreadsheet experience, like Lotus 1, 2, 3 and Excel.