Accounting Firms San Antonio AlternativeWhat owners ask about the month

Questions these pages should answer first

Can you close the month I am actually in. Can payroll be set up without you running payday forever. Does the return come from those closed months. If the answer to any of those is a speech instead of a yes or a not yet, keep reading. What follows is the plain answer to each of those three.

Can the month be closed if older months are messy

Yes, if we can find one month that matches the bank statement. We start there and move forward. Older months are a separate cleanup, priced on their own, and they do not have to be perfect before a current month is useful. A bid that needs a current number should not wait on a five year archaeology project.

The mess we see most often is a bank feed that was accepted and never checked, a loan posted as income, and sales tax guessed as one flat rate. Each of those can be unwound. None of them is a reason to hide the month.

Do you run payroll

No. We open the provider account and then stop. The provider is in your name. You run payday, or the provider you picked runs it under your direction. Deposits, new hire setup, and the choice of provider are part of the opening conversation. The weekly rhythm after that is yours. If a page anywhere on this site sounds like we process payday, that sentence is wrong, and you should call and have it rewritten.

What if the letter wants an audit

Then that signature goes somewhere else. That limit comes up before anyone writes a scope, in the same first talk. Statements you can read, a close the bank matches, and a return prepared from those months can still be done here. An opinion on the statements cannot. Mixing those up is how people get surprised in a lender meeting, and we would rather spoil the surprise in the first call.

When should the conversation happen

While the year is still open enough to change a decision. Owner pay, an equipment purchase, and a slow quarter are easier to see in October than in March. February in this city belongs to the stock show and rodeo, and that month gets busy for hotels, food, and anyone selling to the crowds. The books for that busy month still have to close, and the conversation is better before the next busy month arrives.

The Alamo at night is a quiet picture of a loud history. You see the chapel. We see a landmark people travel for, and a weekend when downtown deposits do not look like a Tuesday. The close gives that weekend a name. The chapel can stay a point of pride for anyone who grew up near that stone, while Monday's card batches still need their own lines in the close.

What a call costs.

That first call is only a conversation about the month. No fee is born on that call, and no engagement is born there either. The price lives in the signed scope, and that signature is when the work begins. If we can tell from the first sentences that you do not need the work yet, we will say that and you can leave it there.

Where this month continues.