Our Services2024-09-16T00:08:42+00:00

What we Offer

Our services can be provided a la carte or we can work out a package deal for you. Either way, you will find that we are only interested in mutually beneficial relationships where we are providing you the highest quality at a price that makes you smile. We take great pride in integrity being the basis of everything we do. Getting started is easier and more affordable than you think, and there are never any contracts locking you in to our services. We typically work with small to mid-size businesses across the United States, ranging from $50K to $25M in revenues. Below is an overview of the services we offer. To see more detail for any of these services, feel free to click the links above or scroll down. Our initial consultations are free of charge and we will never pressure you into anything that isn’t in your best interest. We know how hard it can be to run a small business and we want to make that easier for you however we can. If you see a service you are interested in below, you can either text/call us at 818-533-1228, email us at Team@JustCountingBeans.com, or fill out the form on our contact page. We look forward to helping you!

  • Basic Bookkeeping Services

  • Virtual CFO Services

  • Payroll Services

Basic Bookkeeping Services

First of all, you might be wondering what the difference is between bookkeeping and accounting. Bookkeeping is really focused on the recording of transactions within a business, while accounting focuses on the subjective interpretations of those transactions. In other words, bookkeeping is the initial basis for more in depth accounting to take shape. With a CPA led team, we are able to perform your basic bookkeeping, while also offering you the flexibility to have more in depth conversations about the impacts of certain transactions, trends, etc. that can help you better understand your business. Because small businesses really rely mostly on bookkeeping, we consider our service to be bookkeeping with an edge. And because we have helped file hundreds of tax returns for businesses, we understand the bigger impact of your transactions. Our basic bookkeeping service includes:

  • Determining the best business structure to save you on taxes.
  • Setting up a proper chart of accounts that will easily match up with the tax forms for your business structure.
  • Recording all of your transactions to the proper accounts for accurate financial statements, including performing any special entries for equity (contributions/distributions), payroll, loans, etc.

  • Reconciling the accounting records to the bank statements in order to ensure everything is accounted for.
  • Providing financial statement reports on a regular basis so you have insight into your business.

  • Access to our CPA for anything you have questions on, from discussing your best customers, what is driving your largest expenses, or just a tax question that you need help with.

Money and coins

Plants on Coins
Virtual CFO Services

If you reach a point where you realize you would like a bit more “oomph” from your bookkeeping, you might be entering the realm of accounting with our Virtual CFO Services. There is no one-size-fits-all approach to any of these things, so our business operates in a very flexible way, starting all clients with our Basic Bookkeeping Service and keeping an open dialogue as things become more complex. The difference between our Basic Bookkeeping Service and our Virtual CFO Service is a spectrum. The more your business needs shift from basic transaction categorization to managing vendors, customers, and business projections, the more you shift into the Virtual CFO Service realm.

  • All services included in Basic Bookkeeping Service, plus:
  • Accounts Receivable (Invoicing & Receiving)
  • Accounts Payable (Paying Bills)
  • Vendor 1099 Filing
  • Adjusting Inventory and Cost of Goods Sold Accounts
  • Business Forecasting and Projections
  • Legal Contract Discussions
  • Specialty Accounting – Law Firms, Sales Tax, Etc.
  • Greater CPA Involvement

Payroll Preparation

Paying employees is kind of an important part of running a business, but paying yourself is not a bad thing either. Whether you have 100 employees or it is just you, there are major benefits to running payroll, which we can discuss with you while we analyze the business structure you currently have to see if you are saving money on your taxes where you can. Most small business owners do not have the correct business structure to immediately take advantage of a huge tax savings right off the bat. We have partnered with Gusto to give you an amazing experience with payroll and offer your small business things that you might have never thought you could have, including:

  • Running payroll for you on a weekly, bi-weekly, or monthly basis.
  • Filing all state and federal payroll tax filings, state unemployment tax (SUTA), federal unemployment tax (FUTA), form 941/943, and W-2s/W-3s to the Social Security Administration.

  • Health insurance options for you and your employees.
  • Workers’ compensation insurance for your company.

  • 401K options for you and your employees.

  • A full team to help you migrate any existing payroll you already have and get your business properly setup for success with payroll.

  • Permanent access to W-2s for your employees.

Coins and Bills

Frequently Asked Questions

Have questions? See if there is an answer here. If not, feel free to send us a message here.

What software do you use for bookkeeping?2022-12-15T01:37:20+00:00

We have experience in both Quickbooks Online and Quickbooks Desktop. We also have experience in much more advanced accounting systems. Anything you want to use, we can work with, so you let us know your preference and we will make it happen. Quickbooks is the main option most people choose, but even within that you can decide if you prefer Online or Desktop. But there are many options out there, including Wave, Xero, Freshbooks, Melio, and HoneyBook, Zoho. We are happy to discuss whichever one you would like to use or we can recommend one for you.

Are you familiar with Quickbooks2022-12-15T01:37:11+00:00

We have experience in both Quickbooks Online and Quickbooks Desktop. We also have experience in much more advanced accounting systems. Anything you want to use, we can work with, so you let us know your preference and we will make it happen. Quickbooks is the main option most people choose, but even within that you can decide if you prefer Online or Desktop. But there are many options out there, including Wave, Xero, Freshbooks, Melio, and HoneyBook, Zoho. We are happy to discuss whichever one you would like to use or we can recommend one for you.

What if my records are a mess or I am behind on taxes?2022-12-15T01:37:12+00:00

Some of our best client relationships have been formed with businesses in bad situations. Good people make bad decisions sometimes or other people get involved and make mistakes. We fully understand that and we are not here to judge you for the past. We just want to help you get everything cleared up and moving in the right direction. We have had clients behind by three years with over 11,000 transactions and we were able to get them fully cleared up within 3 months. The benefit to hiring us, especially when you are in a situation like this, is that most firms will charge you an exorbitant fee to catch your business up for prior months or years and we don’t think that is fair. You came to us to help you and any work we have to do to get your business caught up is built into the standard monthly fees. You won’t even pay us anything for your first month until we have everything we need from you to actually start working on your records.

How much does payroll cost?2022-12-15T01:37:13+00:00

We will discuss the size of your business (how many employees you are paying regularly) and if your company needs bookkeeping services as well. We are happy to chat about your needs and see what we can offer you. If you don’t currently have payroll, the chances are you are missing out on some tax savings. If you are using a provider like ADP and want to switch, we would be happy to help.

What makes you different from other bookkeepers?2022-12-15T01:37:14+00:00

A lot of things, but the most important is that you will have a seasoned CPA involved with your account, which is something most bookkeeping companies cannot say. Additionally, because we are a small team, you will get personalized service and not feel like you hired some cheap company who outsources your work and doesn’t care about you as an individual or as a company. Unfortunately, there have come to be too many scammy “bookkeeping firms” that are little more than fly-by-night operations that find work and outsource to the cheapest people available, meaning random people get assigned to your account and have access to all of your business information. You will get a VERY cheap price, but also very low quality work that can result in a lot of issues. Some of our best client relationships have actually been built by helping companies where multiple other bookkeepers were hired and screwed up their accounts. At Just Counting Beans, you will be working with a licensed CPA for a fraction of the price you would normally pay for these services.

How much do your services cost?2024-05-29T21:55:28+00:00

Our prices are probably cheaper than most people realize, but unfortunately pricing for these types of services is not one-size-fits-all. There are many factors involved in determining pricing, including how many employees the company has, how many transactions the company typically has per month, how many bank/credit card/loan accounts the company has, how complex some of those transactions are, etc. At the end of the day, we are here to discuss your needs with you and try to reach a price that we both agree is fair. We never want to be in a position with any client where they feel they are getting taken advantage of. Our goal is to make our clients happy in all aspects of our work, from quality of work performed to the price they are paying. We like to tell people that you can hire us for all of your bookkeeping and payroll needs for less than you would pay one full time employee.

Why hire a bookkeeping firm?2022-12-15T01:37:16+00:00

There are many reasons to hire a bookkeeping firm, but one of the major benefits is that when you hire an employee to handle these types of activities, you are responsible for everything related to that employee, including the employer portion of taxes, any health benefits, etc. The total cost to employ someone vs. hiring a bookkeeping firm is often more and you will often get far less experienced people who don’t actually understand how the bookkeeping plays into the taxes your business will file at the end of the year. When you work with a bookkeeper, you get more experience for less money. Our total cost per month, including bookkeeping and payroll, is less than if you hired one full-time employee with a salary of $20,000/year, which is only $10.00/hr. It is very hard to find high quality work for that amount. When you hire us, you get access to a CPA who has worked at one of the largest firms in the world (PwC), worked with the IRS to resolve tax dispute issues, managed over 100 small businesses, and helped international publicly traded companies with compliance.

What types of taxes do you have experience with?2024-11-21T00:04:47+00:00

For income tax preparation and filing, we have experience with individuals, sole proprietorships, limited liability companies (LLC), C corporations, and S corporations. We have experience with all kinds of companies in different industries. We currently do not perform tax returns, but our experience allows us to work very well with your Tax Accountant and make their life easier.

Are you able to offer more complex services than bookkeeping?2022-12-15T01:37:18+00:00

We have the capability to do as much or as little as you need, but we always like to add the caveat that we typically cater to bookkeeping clients simply because depending on the accounting needs, it can end up taking a full team of people to manage everything from accounts receivable to accounts payable, especially if you are looking to use accrual basis accounting. We are always happy to have the discussion and can even discuss controls you should have in your company to mitigate some risks around certain procedures.

What is the best business structure?2022-12-15T22:26:57+00:00

It would be nice if this question had a simple answer, but each business has many different factors to consider, including the state you operate in, the level of income being generated, flexibility of payment structure, etc. We specialize in helping businesses minimize their taxes through the proper business structure (C Corp., S Corp., LLC, LLP, Sole Prop. etc.). You might be shocked to find out which business type is typically going to save you the most money. We are happy to help you with this.

Do you offer services internationally?2022-12-15T01:37:19+00:00

We currently do not offer services internationally. This could change in the future as we bring on additional partners. Feel free to check back with us periodically.

What states do you offer services in?2022-12-15T01:37:20+00:00

The beauty of what we do is that we can offer services across the United States. We currently do not offer services internationally, but that could change in the future as well.

What types of business do you have experience with?2022-12-15T01:37:21+00:00

We have worked with clients in many industries, including telecommunications, transportation communication logistics, construction, manufacturing, distribution, real estate, law, hospitality, architecture, medical, valet, and insurance. We are always willing and able to take on clients in new industries as well.

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