cpa@bobbrowdercpa.com

901-538-8500

ACCOUNTING, BOOKKEEPING, AND ONLINE QUICKBOOKS WORK

We offer three (3) Levels of Accounting, Bookkeeping, and Online QuickBooks Services / Work (A,B,&OQBs):

1) “Monthly” A,B,&OQBs Services / Work

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements every month
  • We prepare your monthly adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various monthly third-party reports and statements, such as, if applicable, monthly bank statements, monthly credit card statements, monthly line-of-credit (LOC) statements, monthly payroll reports, monthly sales tax returns, and other monthly reports/statements such as:
    • we have a local Chamber Client and we balance to their monthly Chamber Report(s)
    • we have a FedEx Trucking Client and we balance to their monthly FedEx Reports
    • we have a State Farm Insurance Agent Client and we balance to their monthly State Farm Reports
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other loan long-term statements at year-end, if applicable
  • We save various monthly Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • We will work on your Monthly A,B,&OQBs Work at least twelve (12) times a year
  • Our goal is to have the Monthly A,B,&OQBs Work done by the 15th of the following Month
  • After we see what all is involved with your “Monthly” work, we will set an agreed upon “Monthly “ fee that you are Billed / Invoiced monthly upon completion of the monthly work
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $399.00 without a monthly follow up meeting. This has been and continues to be our norm.
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $525.00 with a monthly follow up meeting. Some of our new clients have requested this.

2) “Quarterly” A,B,&OQBs Services / Work

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements by the end of every quarter
  • We prepare your quarterly adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various quarterly third-party reports and statements, such as, if applicable, quarter-end bank statement(s), quarter-end credit card statement(s), quarter-end line-of-credit (LOC) statement(s), quarterly payroll reports, monthly/quarterly sales tax returns, and other quarterly reports/statements.
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other long-term loan statements at year-end, if applicable
  • We save various quarterly Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • We will work on your Quarterly A,B,&OQBs Work at least four (4) times a year
  • Our goal is to have the Quarterly A,B,&OQBs Work done by the 20th of the following Month
  • After we see what all is involved with your “Quarterly” work, we will set an agreed upon “Quarterly” fee that you are Billed / Invoiced quarterly upon completion of the quarterly work
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $599.00 without a quarterly follow up meeting. This has been and continues to be our norm.
    • The minimum fee, based on one to two accounts (example, one bank account and one credit card account) is $725.00 with a quarterly follow up meeting. Some of our new clients have requested this.

3) “As Needed on a Continuing Basis” A,B,&OQBs Services / Work

This is mainly for our current and continuing clients who only needs / wants this work done once or twice a year.
Examples are for year-end taxes, during-the-year loan application(s), etc.

  • We download/transfer all your bank account(s) and if applicable, credit card and line-of-credit (LOC) account(s) data/transactions into your Online QuickBooks
  • We make sure all of these transactions are recorded into the correct Chart of Accounts (COA), sometimes referred to as the “Various Buckets”
  • We balance all of your bank account(s) and if applicable, your credit card and line-of-credit (LOC) account(s) to the monthly statements by the end of the period of the work
  • We prepare your adjusting journal entries (AJEs) as needed, if applicable, such as ones for payroll, sales taxes, etc.
  • We make sure your Online QuickBooks (OQBs) are in balance to various third-party reports and statements, such as, if applicable, period-end bank statement(s), period-end credit card statement(s), period-end line-of-credit (LOC) statement(s), period-end payroll reports, monthly/quarterly sales tax returns, and other period-end reports/statements.
  • We make sure your Online QuickBooks (OQBs) are in balance to your year-end bank and other long-term loan statements at year-end, if applicable
  • We save various Online QuickBooks (OQBs) Reports in your “Custom Reports” Online QuickBooks Section
  • You are Billed / Invoiced upon completion of the work

OTHER ACCOUNTING AND BOOKKEEPING

  • Day-to-Day / Monthly / Quarterly / Annually
  • Account Reconciliations such as Monthly Bank and Credit Card Recs
  • General Ledger Maintenance
  • Prepare Quarterly Payroll Tax Returns (Federal and State)
  • Prepare Annual W-2’s and 1099’s
  • Prepare Other Various Forms and Reports as needed (Business Tax, Corporate Annual Reports, Personal Property Tax, Sales & Use Taxes, etc.)

CFO / CONTROLLER

  • Maybe you do not need a Full Time CFO / Controller but just once a Week or once or twice a Month or Quarter
  • Leave of Absences such as Maternity or Sick Leave

CONSULTING FOR BUSINESSES, INDIVIDUALS, AND NON-PROFITS

  • Accounting Software Selection and Implementation
  • Buying / Selling a Business
  • New Business Startups, including Entity Type Selection
  • Business Management and Control Systems Review
  • Business Shutdowns
  • Financial and Retirement Planning
  • Crown Financial Ministries Trained Financial Counselor
  • Dave Ramsey Trained Financial Counselor
  • Litigation Support – Divorce and Other
  • Training and helping you perform better in your work duties or areas of weaknesses

FINANCIAL STATEMENTS

  • Prepared – Based upon client information provided and used primarily for internal use only
  • Effective November 2024, Compiled and Reviewed Financial Statements are services that we no longer offer for various reasons. Mainly because we have morphed into a CPA Firm that specializes in Tax Services with some Accounting, Bookkeeping, Consulting, Other, and Prepared Financial Statements Services. The expenses, oversight, and time commitment are getting out-of-hand to be able to offer Compiled and Reviewed Financial Statements as a profitable service, and our Peer Reviewer retired (lucky him).

NOTARY PUBLIC SERVICES

  • State of Tennessee Notary Public since the 90’s.  My current Notary Public Commission is good through July 14, 2026.  For my clients and friends, I offer FREE Notary Public Services. View My Notary Document Here.

QUICKBOOKS CONSULTING

TAXES – PLANNING, PREPARATION, AND REPRESENTATION

Business Entities

  • Corporations, both C and S (1120 and 1120S)
  • Partnerships and LLC (1065)

Individuals

  • with Businesses (Sch. C, etc.)
  • with Investments (Sch. D, etc.)
  • with Real Estate Activities (Sch. E, 4835, etc.)
  • with Farms (Sch. F, etc.)
  • with Military Taxes
  • with Minister Taxes
  • that haven’t filed taxes in a while

Other Entities / Types

  • Estates and Trusts (1041)
  • Fuel and Vehicles Taxes for Bus and Trucking Companies (4136, 8849, 2290)
  • Gift Taxes (706 and 709)
  • Homeowner Associations (1120-H)
  • Not-For-Profits (990 Series)

Federal and States Taxes

  • All Federal (IRS) Taxes
  • All State Taxes

Advocacy and Representation – I am on Your Side

  • Federal (IRS) – All types of Audits, Tax Notices, Back Taxes, Liens, Etc.
  • All States
  • Various Local Government Entities