Professional Services
Professional Services
DISCLAIMER: The information presented on this site should not be construed as legal, tax or accounting advice. We are not a CPA firm, but we work closely with your chosen CPA.
Professional Services
Professional Services
Professional Services
DISCLAIMER: The information presented on this site should not be construed as legal, tax or accounting advice. We are not a CPA firm, but we work closely with your chosen CPA.
We understand that accounting can be intimidating, overwhelming and can leave you vulnerable.
Let us keep your books in order.
We understand that accounting can be intimidating, overwhelming and can leave you vulnerable.
Let us keep your books in order.
We understand that accounting can be intimidating, overwhelming and can leave you vulnerable.
Let us keep your books in order.
Client Testimonials
Client Testimonials
We have been working with Shannon and her team for two years. From the moment they came onboard the organization and efficiency of our business improved. They are knowledgeable, thorough, organized and easy to work with. We are in the process of expanding our business and would not be able to do so without Redwood Consulting.
Shannon and Redwood Consulting is top notch. Meticulous, beyond well organized, sees the big picture and has the keen ability to get to know your business and actually understand the complexities behind it’s operations. Shannon goes above and beyond to help you understand the real numbers and make sense of them. Plus, she is funny, caring, extremely professional and an unbelievable person all around. I am so grateful she is a part of our team. I cannot recommend her services highly enough!
This business truly changed my life, and allowed me the freedom to spend time away from my work. Redwood Business Consulting has helped to organize and prioritize my business finances, and on the right track for the future. I can’t recommend them enough!
Pure numbers magic worker! Not only did Shannon help me organize my entire quick books but she has given me relief and removed the stress from having to figure everything out for myself. THANK YOU!!
Shannon is detail orientated and gets the big picture too. She has never let me down and I appreciate her take on things from a professional as well as a personal standpoint. In terms of skill set, her range is dynamic, if you throw it at her, she will take the ball and run with it. I strongly recommend you give her a chance to find the solutions that are right for you.
Client Testimonials
Client Testimonials
We have been working with Shannon and her team for two years. From the moment they came onboard the organization and efficiency of our business improved. They are knowledgeable, thorough, organized and easy to work with. We are in the process of expanding our business and would not be able to do so without Redwood Consulting.
Shannon and Redwood Consulting is top notch. Meticulous, beyond well organized, sees the big picture and has the keen ability to get to know your business and actually understand the complexities behind it’s operations. Shannon goes above and beyond to help you understand the real numbers and make sense of them. Plus, she is funny, caring, extremely professional and an unbelievable person all around. I am so grateful she is a part of our team. I cannot recommend her services highly enough!
This business truly changed my life, and allowed me the freedom to spend time away from my work. Redwood Business Consulting has helped to organize and prioritize my business finances, and keep me on the right track for the future. I can’t recommend them enough!
Pure numbers magic worker! Not only did Shannon help me organize my entire quick books but she has given me relief and removed the stress from having to figure everything out for myself. THANK YOU!!
Shannon is detail orientated and gets the big picture too. She has never let me down and I appreciate her take on things from a professional as well as a personal standpoint. In terms of skill set, her range is dynamic, if you throw it at her, she will take the ball and run with it. I strongly recommend you give her a chance to find the solutions that are right for you.
Quickbooks Setup
Quickbooks Setup
STARTER PACKAGE
STARTER PACKAGE
Monthly
- Post credit card and banking charges to correct accounts
- Reconcile Bank accounts and credit card accounts (NOTE: Banking access with “View Only” Permission is required)
- Reconcile Accounts Receivable and accounts Payable in QB. (Client is responsible for billing customers and paying vendors)
- Provide monthly financial reports via PDF or Excel.
- **Point of Sale services TBD
Quarterly
- Review P & L and Balance Sheet for completeness and accuracy of postings
Fiscal Year
- Complete review for accuracy of financials and submit to CPA with any major purchases or sales as well as details of accounts as needed
- Archive previous year’s data
SUSTAINABLE PACKAGE
Everything in the Starter Package PLUS:
Sustainable Package
Everything in the Starter Package PLUS:
Growth PACKAGE
Everything in the Starter Package, PLUS:
Growth PACKAGE
Everything in the Starter Package PLUS:
WEEKLY
- Review emails and mail – communicate with vendors
- Post and Pay vendor bills
Requires access to bill pay feature in bank or check printing or access to vendor websites for bill pay and review
- Process payroll from client approved payroll company
RBC is NOT a payroll processing company
- Review Accounts Receivable as needed.
AR is the clients’ responsibility.
Monthly
- Pay payroll taxes (Semi-weekly if client is a semi-weekly depositor)
- Pay Sales Tax Prepayments
- Pay Estimated Tax payments as prescribed by the CPA.
Quarterly
- File 941 / DE9 / DE9C / DE34
- File and Pay Sales Tax Reports
YEARLY
-
Process W2s / W3 and 1099s
-
File 940
