services offered financial services

8/8/2019 Services Offered Financial Services

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Profitwiseaccounting.com Craigslist Ad Posting Project

Objective:

Would like to have about 5 to 10 ads that get posted to craigslist San Diegoeach day under: services offered ± financial services.

http://sandiego.craigslist.org/csd/fns/

Result:

Would like to generate at least 1 new client inquiry per week. 1 New clientevery 2-3 months as a result of this effort.

Targets:Would like to target ads or subject lines in the following areas/sorted byimportance.

1. Bookkeeping Services2. Online Bookkeeping Services3. Bookkeeping Clean Up / Catch-up Multi Years4. QuickBooks Help/Consultation/Training/Clean Up5. Corporate Tax Preparation

6. Income Taxes7. CPA or CPA Firm8. CFO Consulting Services

Outcome:

Would like ads to be developed that will maximize directresponse on Craigslist.

Some Ideas for teasers:

y Free QuickBooks Classy Free Report 7 Biggest QuickBooks mistakes that may

be costing you money



y 7 Tax Tips that will save you moneyy Link to youtube.com video, etc.

Here are some ads that I found on craigslist. Thereseem to be 3-4 companies that tend to post every day.From 1 to 3 different ads per day. We are probably onthe more expensive end in terms of most of thesecompanies. I figure if we post 10 ads a day we should beable to beat them out.

Certified Bookkeeper---Affordable and ReliableBookkeeping Service (San Diego-All areas)

Date: 2010-09-26, 2:09PM PDTReply to: [email protected]

[Errors when replying to ads?]

Certified Bookkeeper---Affordable and Reliable Bookkeeping Service for Small Business:I love your mess! I enjoy taking a pile of papers and organizing it for you. You can do something

else that you enjoy. Hourly basis or Monthly flat fee.Do you need a great bookkeeping? I am a licensed Certified Bookkeeper and I am an expert in



QuickBooks Pro and Microsoft Office. I have 16 years experience as a bookkeeper for small businesses. I am detail-oriented and reliable and can work as many or as few hours as you need.

Some of the areas I can help you with are: (Remote access is available)

1. Chart of Accounts set up and clean up

2. Accounts Payable Process: Pay bills - Mail retrieval, sort, review, process for payment3. Accounts Receivable Process: Customer Billing, deposit preparation, application of payments4. Payroll process through QuickBooks software or through ADP website. Payroll

Administration: Timesheet management and commission check calculations; Payroll taxliabilities, W2, W3, Form 941, 940, DE6, DE7. Payroll Workman¶s Comp.

5. Bank Reconciliations. G/L Reconciliations6. Agency Related:1096, 1099, Property Tax Payments, Form 571-L.

7. Journal Entries.8. Month-end/Quarterly Reports and Budgeting

9. Financial Statements. Year End Accounting and Sales Tax etc.10. Income tax service for your individual or Cor. LLC. S corporation.

I am available to work in your office as well as from my home-office in Carmel Valley. I can set

up remote access for your bookkeeping. My rates are reasonable and I can travel throughout SanDiego all areas.

I can begin helping you get your business or personal finances organized as soon as tomorrow.Please call me to arrange an initial meeting to discuss your needs!

Please Call: Lucy at (858)382-2168Certified Bookkeeper

MULTI YEAR ACCTNG CLEAN UP AND TAX PREP

Date: 2010-09-26, 11:59AM PDTReply to: [email protected]


I SPECIALIZE IN MULTI YEAR ACCOUNTING CLEANUP - IF YOU HAVENT FILEDTAXES FOR A COUPLE OF YEARS AND NEED YOUR COMPANYS ACCOUNTING

INFORMATION PULLED TOGETHER I CAN SET YOU UP ON QUICKBOOKS BRINGALL YOUR ACCOUNTING CURRENT AND THEN TRAIN YOU TO MAINTAIN YOUR

SYSTEM. I HAVE BEEN DOING THAT FOR 14 YEARS. I HAVE A DEGREE IN FINANCE

AS WELL AS AN MBA AND I AM LICENSED TO PREPARE TAXES AND HAVE BEENSINCE 1994. RIGHT NOW I AM OFFERING A SUMMER SPECIAL - I WILL EXTEND ATOTAL JOB RATE AND TURN THE JOB AROUND IN ROCKET SPEED TIME AND DO

YOUR TAXES. I HAVE MANY REFERENCES AND WILL BE GLAD TO EXTENDTHOSE UPON REQUEST.

CALL NOW 858.206.2108



QUICKBOOKS EXPERT

I have been working with QuickBooks for 14 years and specialize in year end clean ups which I extend a

job rate to do if I do the work in my office. I also can maintain your file in your office for an hourly rate

and that rate would depend on how many hours you require.

I have worked in accounting since graduation. I specialize in QuickBooks Pro software and have worked

with QuickBooks for approximately 15 years beginning with Version 2 for numerous small companies as

an independent contractor.

In addition to my degree in Finance I have an MBA and I am licensed, bonded and insured as a tax

preparer and am a commissioned Notary for the State of California. My availability is immediate. I look

forward to hearing from you.

Call me 858.206.2108

San Diego Accountants (San diego, city of san diego)

Date: 2010-09-26, 8:32AM PDT

Reply to: see below

File May & June; Minimize Penalties

PHONE : (2 3 9) 3 9 8 - 3 6 3 7 REPLY EMAIL ADDRESS : [email protected]

WEBSITE : www.sjcfinance.com

I am an experienced tax professional and accountant with over thirty years experience

practicing, and an MBA in accounting and taxation. I provide accounting, bookkeeping, and tax

preparation services at reasonable rates. I handle the incorporation of and extensively work



with many businesses per year, including C-Corporations, Non-Profit Corporations (501C), Sub-

Chapter S Corporations, and LLCs.

My services include, but are not limited to the following:

Handling unfiled tax returns Setting up installment plans

Assisting in the removal of liens, levies, and garnishments

Beginning offer and compromise

Helping small businesses start up (Non Profits/501C Corporations, LLCs, C-Corporations)

Quickbooks assistance and implementation

Financial planning (short and long-term)

Organizing disorderly books

Innocent spouse protection applications

I have extensive experience assisting self-employed individuals and independent contractorsfile taxes. I also work with many small business owners on filing taxes, tax and financial

planning, and late return processing. If you have been late on your taxes, missed filing during

certain years, or have had to pay the IRS penalties as a result of poor or improper tax handling, I

can help. We will sit down together and discuss your situation and your options.

Here are some of the things I can do to help:

Assist you with budgeting (simple and in-depth) and forecasting

Explaining long-term cash management

Small business planning and cash flow analysis

Bank reconciliations

Financial statement preparation and analysis

Year-end clean-up

New business incorporation (Non-Profit 501 C Corporations, C-Corporations, Sub-Chapter S

Corporations, and LLCs)

Bookkeeping assistance for individuals and businesses. Monthly, quarterly and yearly profit and

loss statements are provided. I have saved many tax-payers thousands of dollars through my

clear approach of explaining forms and educating clients about taxation laws.

Please contact me today to learn about how I can help with your situation.

ESTABLISHED CPA OFFERS FREE CONSULTATION



Date: 2010-09-25, 1:41PM PDT

Reply to: [email protected] [Errors when replying to ads?]

CPA IN MISSION VALLEY WITH OVER 25 YEARS OF EXPERIENCE OFFERS FREECONSULTATION FOR TAXES, SMALL BUSINESS QUESTIONS OR AUDITREPRESENTATION. I AM LOCATED IN MISSION VALLEY. PLEASE CALL ME

MONDAY THROUGH FRIDAY BETWEEN 9 AM AND 5 PM.

WORK (619)294-9876

BRENT HOAG, MBA, CPA, APC8885 RIO SAN DIEGO DRIVE, SUITE 215

SAN DIEGO, CA 92108-1626

CPA Firm - TAX - QUICKBOOKS - Hillcrest __619.295.2637

Date: 2010-09-25, 12:03PM PDT

Reply to: see below

Steven Wendroff CPA

Bookkeeping Tax Preparation and Outsourcing

Hillcrest

For information or a free quote go to:

www stevewcpa com

or Ca11 619 295 2637

Serving the San Diego community for more than 25 years Steven Wendroff CPA is aFull Service Accounting Firm We offer bookkeeping outsourcing tax planning and business advisory services.

The firm prides itself on economical solutions and exceptional customer service to

provide the best service to its clients to help them grow their business and reach their professional goals Steven Wendroff CPA provides smart financial solutions and thinks

of its clients throughout the year not just at tax time.



Services we offer

Tax Preparation

IndividuaUCorporate Partnership Trusts

QuickBooks TrainingOutsourcingBookkeeping

Financial Statement PreparationFinancial Analysis

Payroll ServicesSales Tax Returns

Budgeting

____ _NEED A BOOKKEEPER_ _____ (San Diego -

On Demand Remote Support )



Are you looking for a great local bookkeeper?

Call Doug or Marisol at 619-722-1654 or email this listing for a free consultation. You can brief us on your objectives and we can help you determine what services may be needed to

achieve them. For more information you can visit our website, http://www.mikaylasolutions.com or simply read below.

We can provide help with these accounting & bookkeeping services - Levels Offered: Review,

Lite & Ongoing, Catchup, Personal Finances, Heavy "Full Charge" & Ongoing, or Hybrid:



y Accounts Payable Process: Pay bills - Mail retrieval, sort, review, process for payment,disburse, archive, assistance with workers compensation audits, liaison between vendors

and owner)y Accounts Receivable Process: Customer Billing, deposit preparation, application of

payments, archive, collections, receivables reconciliationy

Payroll Administration: Timesheet management, submission, ledger breakout,commission check calculationsy Human Resources: Administration of required forms at hiring and dismissal, Medical,

Dental and 401K administrationy Bank Reconciliations

y G/L Reconciliationsy Credit Card Tracking: Expense Breakout and Reconciliations

y Loan reconciliationy Journal Entries

y Financial Statement Preparation: Profit and Loss, Balance Sheety Year End Accounting

y Data Entry

y Company Set Up: Including Training and/or Maintenance

y Company Clean Upy Customer Set Up and Clean Up

y Vendor Set Up and Clean Upy W-9 Administration (needed for 1099 purposes)

y Sales Taxy Corporate Budgeting & Bookkeeping

y Personal Budgeting & Bookkeepingy Sales Tax Reporting

y Capital Expendituresy Interest Capitalization

y Cash Flow Analysisy Agency Related: 1096, 1099, 1098¶s, Property Tax Payments, Form 571-L, Secretary of

State submissionsy Tax Agency Representation

y Corporate troubleshooting

Love information - Keep reading«

Level of Support

We offer all levels of support. If you only need one of the services listed and it requires 4 hours,

this works for us. If you require the entire list of services monthly, this also works for us. Wehave tailored our business to be fully flexible based on the individual needs of each client.



Level Name Example (you talking):

A Review

"I'd like to do all the day to day functions in Quickbooks but need

someone to look over my work and do the more complexquickbooks entries."

B Lite & Ongoing

"I plan to handle all the day to day bookkeeping functions

manually "by hand" (pay the bills, make the deposits, etc.) butneed someone to integrate my information into an accounting

program on a monthly basis."

C Catchup"I'm one year behind on my bookkeeping and need to playcatchup."

D Personal Finances

"I'm at a point in my life that I do not want to hassle with paying

my bills" or "I still want to pay my bills but want to know wheremy money is going allowing me to have a clear picture of my

financial status."

E

Heavy "Full

Charge" & Ongoing

"I need someone to do all (or many) of the listed tasks on this ad

on a monthly basis."

FHybrid of A, B, C,

D, and/or E"Any variation of the above tailored to your needs"

Why choose us over the others

y We are not robots, you can consider us partners.

y We don¶t just punch numbers, we act as your eyes & ears & advise you just as a trusted partner would.

y We review your Financial Statements (Profit and Loss / Balance Sheet) with you to

ensure you understand them. By doing this it allows you to make informed long termgrowth decisions.

y We understand most businesses have revenue cycles to contend with & rest assured wehave strategies to manage these cash flow swings.

Background

Mikayla Solutions is an established family owned business that provides accounting services for

business owners and independent contractors. We set ourselves apart by providing hands-on, oneon one customer interaction. Our services have been tailored over time, in turn streamlining the

process to achieve your individual goals. We welcome the opportunity to help the leadership of your business by forming a partnership that will assist in keeping overhead manageable,

encourage safe growth, and allow you to stay focused on sales, managing the associates, or other



tasks at the forefront of your priorities. Mikayla Solutions looks forward to the opportunity toform a long-term high-quality relationship and is committed to earn your business.

Call Doug or Marisol at 619-722-1654 or email this listing for a free consultation.You can brief us on your objectives and we can help you determine what services may be

needed.

Thank you for your time and consideration.

Take The Confusion Out Of Your Bookkeeping with SDquickbooks Guru (SD County)



Are you "Confused" about how to use QuickBooks PROPERLY and the manual seems like aforeign language? Do you need help with set up or training on your QuickBooks Software? Do

you need to prepare for the tax year end and don't know where to start or if you even have thedata compiled correctly? Most "lost" tax deductions are usually due to erroneous postings and

missed Bank reconciliations. Most "bookkeeping" people are data entry clerks. They do notknow the ins and outs to set up a companies chart of accounts. The Chart of Account List along

with the Item List is the structure and backbone of your business and should be done by an

accounting pro. If you are posting incorrectly your foundation will end up failing and falling aswell as losing a great number of tax deductions. To reconstruct a mess will take days if notmonths to correct complicated entangled errors. CPA¶s expect the client to know how to

maintain their monthly bookkeeping and expect you, as the business owner, to know how to properly post your accounts correctly to effectively get the maximum tax deductions allowed by

the IRS. Your CPA will not poke around to see if you posted everything correctly or handle your bookkeeping tasks accurately. They don¶t get paid for checking your Bookkeeping, they get paid

to prepare your taxes based off the information you have given them. They only look at numbers;they don¶t "dig" into your books to double check that your bookkeeping is accurate. One big way

to catch duplicate entries (which can overstate/understate Income and Expense Accounts) is toreconcile the Bank and Credit Card accounts on a consistent monthly basis.

We specialize in reviewing your books for accuracy and to help you cut cost.

We offer on-site and off-site services.

Audit/ Fraud Control

Accounts Payable Process Tax Prep (income, LLC, S-corp, C-corp, Partnership)



Payroll Administration Human Resources - Employee Handbooks and legal docs

Bank Reconciliations G/L Reconciliations

Credit Card Tracking: Expense Breakout and Reconciliations

Loan reconciliation Journal Entries Financial Statement Preparation: Profit and Loss, Balance Sheet, Trial Balance

Data Entry - Correctly posting Company Set Up: Including Training and/or Maintenance

Company Clean Up Corporate Budgeting & Bookkeeping

Sales Tax Reporting Cash Flow Analysis

1099 filing

https://www.sdquickbooksguru.com

~~~~ INCOMETAXES~~~~ BOOKKEEPING~~~~ QUICKBOOKS~~~~ TAXES (all years)~~~~ (San Diego)

Date: 2010-09-24, 3:21PM PDTReply to: [email protected]




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income tax prep, tax preparer, income tax firm, income tax company, tax firm, tax company, accounting firm, accounting company, bookkeeping firm,

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bookkeeping, irs letter, irs letters, irs problem, irs problems, irs problem solving, irs accountant, taxes 2009, W9, W 9, worker¶s comp, worker¶s

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accountant, accounting service, accounting services, bookkeeping service, irs tax returns, income tax return, income tax returns

BOOKKEEPING AND TAX SERVICE SINCE 1975 (EASTCOUNTY)





MARTIN & MARTIN BOOKKEEPING AND TAX SERVICE is a locally owned family

business specializing in personal service for your business and personal needs.

BUSINESS-financial statements including balance sheets and income statements

-general ledger,journals,payroll taxes-LLC and Corporate returns

-business consulting

INDIVIDUAL-tax preparation-property records and depreciation

-financial tax consulting

Call us at 619.669.1196 and see why many of our clients have been with us for over 30 years.

y Location: EAST COUNTY

y it's NOT ok to contact this poster with services or other commercial interests

PostingID: 1971445997

Accounting, Tax Preparation, Bookkeeping, Sales Tax,

Payroll



We are open All Year RoundServing All The SD Area!

Tel: (619) 286-9610PLS CPAs is a San Diego-based firm serving the entire San Diego Area, specializing in tax

planning and the needs of small- to- medium sized businesses and individuals. Because of our experience in accounting, taxation and business development, and tax consulting, we have

gained an impeccable client service record in addition to maintaining affordable prices for both business consultation and tax prep. We can:

***Prepare your Federal & State Taxes quickly, correctly, reliably, with strict confidentiality

***Prepare taxes and planning services for Individuals, S-Corporations, C-Corporations, LLCs,Partnerships, Limited Partners, Non-Profit Corporations, Business Entity, Estates, Trusts,



Fiduciary, Gift,***Payroll & Sales Tax,

***Prior Year Returns, Reconciliation and All Amended Returns***All Kinds of Bookkeeping

PLS CPAs Provides:*Licensed representation in IRS Audit & Tax Court, Franchise Tax Board, and Board of

Equalization (Sales Tax)*The very latest information on Federal and State Tax Changes

*Payroll, Business Accounting & Bookkeeping*Previous Years or Current Year Taxes

*Assistance in setting up & forming a Business Entity, writing Business & Marketing PlansTo serve you better with all your tax or accounting needs, we are open all year round. Not just 3

months of tax season.Office Hours are Monday through Friday 09:00 AM to 6:00 PM

Saturday & Sunday: By Appointment OnlyAddress: 2667 Camino Del Rio South plaza B, San Diego, CA92108

Tel: 619-286-9610

Your Temporary CFO (san diego)

Date: 2010-09-24, 8:55AM PDT


If you need help running your company:

I can serve as a part or full time, Chief Executive Officer or Controller and when needed serve asa member of the Board of Directors, The Executive Committee and the Audit Committee.

If you need help raising money;

I can act in an exclusive representative capacity as an independent agent and consultantspecifically for your project. In such capacity, I would without limitation consult with potential

individual and corporate joint venture partners, equity groups, financial institutions, venturecapital sources, investors and investment banking houses specifically in the representation of

your project.

What is the difference between being stuck and having the ability to move a company to the nextlevel? Often it is merely just pushing the company just a little bit more. Often times talent is

needed to achieve that next step, to move a company to the next level.

I have worked as CFO for two manufacturing companies with full P & L responsibilities as wellas COO of another SAS based company and COO of a retail chain. I have extensive experience

in revenue generation, marketing, business development, operational streamlining,



troubleshooting and strategic planning. Some of my abilities include:

Profit & Loss - Finance

Budget Forecasting

Branding / Image Identification Troubleshooting & Streamlining Operations by consolidating incompatible systems andeliminating system duplications

Sales Training, Forecasting, Follow Through

Market Research & Penetration Strategies Strategic Business Planning

Manufacturing, Distribution, Retailing Expertise Seasoned professional generating capital from asset based lenders and alternative financial

sources

BOOKKEEPING, ACCOUNTING, CONSULTING

Date: 2010-09-23, 10:14AM PDT


20 + YEARS OF PROFESSIONAL BOOKKEEPING/ACCOUNTING/MANAGEMENT

CERTIFIED BY AMERICAN INSTITUTE OF PROFESSIONAL BOOKKEEPERSQUICKBOOKS PROFICIENT

-EXPERTISE IN A/R,A/P, RECONCILIATION, BUDGETS, FINANCIAL STATEMENTANALYSIS/PREPARATION, FORENSICS, CONTROLS, FRAUD PREVENTION AND

PAYROLL--BS DEGREE IN BUSINESS

-EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS-EXCELLENT FOR SYSTEM SET-UP, TRAINING AND TUTORING

-WORD, EXCEL, AND OFFICE EXPERIENCE-CA LICENSED TAX PREPARER

-ENTREPRENEUR WITH SMALL BUSINESS EXPERTISE

-REASONABLE RATES

CALL ME AT 858 618-1184

RON SAWZAK

BOTTOM LINE BUSINESS MANAGEMENT www.bottomlinebm.com

services offered financial services

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