Your Business Snapshot, LLC.

Accounting, Advisory Services, Bookkeeping & Tax

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About us

Integrity - Efficiency - accuracy

Mission Statement
Our mission is to help your business sustain profitable growth by providing you a snapshot of your business.

What We Do
We specialize in taking care of your books either in accounting, advisory services, bookkeeping or tax.  So you could take care of your business. We also develop great experiences that'll make our client's lives simple.

What We Believe
We value our clients by establishing Integrity, efficiency and accuracy in everything we do so we could provide the highest level of standards.


Our services

Simplify Your Finances

INCOME TAX 

  • Income Tax Preparation
    Prepare income taxes in compliance with tax laws while assisting in the preparation of tax forms and show you the best ways you can avoid paycheck deductions.

    ACCOUNTING

    IT'S A SNAPSHOT OF YOUR BUSINESS FINANCIAL STATUS. 

    Balance Sheet

    Determine when your business can easily handle the normal financial ebbs and flows of revenues and expenses; could or should expand; has been slowing down PAYABLE to forestall an inevitable cash shortage and the need to take immediate steps to bolster cash reserves

    Recognize and analyze trends, specifically in the area of receivables and payables. A great illustration would be if your receivables cycle is lengthening, maybe you can collect your receivables more aggressively.

    General Ledger Report
    This is record of the check numbers, dates, payees and amounts of all expenses within each of your business accounts. 

ACCOUNTING


  • Form Preparations
    Sales tax, Estimated tax, Property tax, State & Federal and Worker’s Comp. Year-End Tax Filings – 1099 filing and reporting

    Income Statement

    Profit and loss statement also known as income statement, adds an itemized list of all your revenues and subtracts an itemized list of all your expenses to come up with a profit or loss for the period. How does this aid you are listed below:
  • Determine your income tax liability and what areas of your business are over-budget or under-budget.
  • Recognize exact items that are causing unexpected expenditures. Like phone, fax, mail, or supply expenses.

    Track dramatic increases in product returns or cost of goods sold as a percentage of sales, revenues and expenses so that you can determine the operating performance of your business.

  • QuickBooks Online 

BOOKKEEPING


  • Posting information to accounting journals or accounting software from such source documents as invoices to customers, cash receipts, and supplier invoices. 
  • Bank Reconciliation
    Keeping your bank account, accounting, and taxes up-to-date each month is bank reconciliation. How does this aid you are listed below: 

    Detect and prevent embezzlement of funds from within your company; excess/unjustified bank charges and ensures transactions are posted correctly by your bank.

    Recognize lost checks, lost deposits and unauthorized wire transactions. Manage your cash more effectively. Proper management of funds not only saves money, it makes money for you

ADVISORY SERVICES

    Advisory services include a range of service 
    and deliverables, from financial reporting, 
    to planning, strategy, and business 
    management. Whatever your business, 
    you will find one of our LivePlan growth 
    programs to suit your needs. 

    Each package has a level of setup, 
    planning, and feedback. The amount of 
    reporting information, strategic planning, 
    and feedback or business coaching 
    you’ll receive increases with each level of 
    package. 

Accounting & Bookkeeping

Start-up 

Building a strong foundation together!

Starting at $299 Monthly

  • Based on QuickBooks Online Simple Start or Essentials (subscription paid by client)
  • 1 bank and 1 credit card account
  • Applying customer payments
  • Importing transactions within Bank Feeds Center
  • Monthly financial reports
  • Monthly reconciliations
  • Semi-annual Revision with company owners.
  • Advise on how to use and sync third party apps with the software if needed.

Premium Level

Building on the foundation while developing efficiency within your business.   

Starting at $499 Monthly

  • Based on QuickBooks Online Plus (subscription paid by us. a $40/m value) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
  • 2 bank and 2 credit card accounts (Each Additional Account $99/mo)
  • Applying customer payments
  • Bill payment management 
  • Importing transactions within Bank Feeds Center
  • Monthly financial reports
  • Monthly reconciliations
  • As-needed monthly video meeting to review reports and issues
  • Advise on how to use and sync third party apps with the software if needed.

YourCFO Level (Part-time)

Creating strong financial foundation. 

Starting at $799 Monthly

  • Based on QuickBooks Online Plus (subscription paid by us. a $40/m value) or QuickBooks Desktop (Pro, Premier, or Enterprise (client software, in a hosted environment paid by client)
  • Everything on Premium Level plus
  • Payroll assistance on payments and form filings (941, 940 and RT-6).
  • 1099/1096 
  • AR Analysis. (Only when invoiced through QuickBooks)
  • AP Analysis. (Only when using the bill feature in QuickBooks).
  • Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.
  • Monthly Revision with company owners Onsite, Remote and/or at our office.
  • Sales Tax Form Preparation

Tax Preparation


 Individual


  • Let us unburden you during tax season. Let us prepare and file your individual return.

Add-Ons

Customized pricing   

Custom Quote

  • Form Filling
  • Budgeting and Forecasting
  • Payroll

NEWSLETTER

NEWSLETTER

https://news.resourcesforclients.com/?u=nkasUksc9veG

RESOURCES

Welcome!

IRS 

Federal resources

State Tax Agencies

State tax agencies resources

Tax News & Update

Stay informed on the latest tax news and updates.

IRS


State Tax Agencies

.

Tax News Update


INTERNAL REVENUE SERVICES

We're an ambitious workaholic, but apart from that, pretty simple persons.

IRS  Resources




STATE TAX AGENCIES

States Resources

        States A - M 

States with Income Tax 

Alabama, Tax due date April 15
Arizona , Tax due date April 15
Arkansas , Tax due date April 15
California , Tax due date April 15
Colorado , Tax due date April 15
Connecticut , Tax due date April 15
Delaware , Tax due date April 30
District of Columbia (Washington, D.C.), Tax due date April 15
Georgia , Tax due date April 15
Hawaii , Tax due date April 20
Idaho , Tax due date April 15
Illinois , Tax due date April 15
Indiana, Tax due date April 15
Iowa, Tax due date April 30
Kansas , Tax due date April 15
Kentucky , Tax due date April 15
Louisiana , Tax due date May 15
Maine  , Tax due date April 15
Maryland , Tax due date April 15
Massachusetts , Tax due date April 15
Michigan , Tax due date April 15
Minnesota , Tax due date April 15

             States M - W

States with Income Tax 

Mississippi , Tax due date April 15
Missouri , Tax due date April 15
Montana , Tax due date April 15
Nebraska , Tax due date April 15
New Hampshire , April 15 for interest and dividend income only
New Jersey , Tax due date April 15
New Mexico , Tax due date April 15
New York , Tax due date April 15
North Carolina , Tax due date April 15
North Dakota , Tax due date April 15
Ohio , Tax due date April 15
Oklahoma , Tax due date April 15
Oregon , Tax due date April 15
Pennsylvania , Tax due date April 15
Rhode Island , Tax due date April 15
South Carolina , April 15
Tennessee , April 15 for interest and dividend income only ( phasing out )
Utah , Tax due date April 15
Vermont , Tax due date April 15
Virginia , Tax due date May 1
West Virginia , Tax due date April 15
Wisconsin , Tax due date April 15

                   States

States with No Income Tax 

Alaska , no state income tax
Florida , no state income tax
Nevada , no state income tax
South Dakota , no state income tax
Texas , no state income tax
Washington , no state income tax
Wyoming , no state income tax

NEWS UPDATE

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CONTACTS

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Phone number

TAX

tax@ybssl.com 

ACCOUNTING 

accounting@ybssl.com

TECH SUPPORT

techsupport@ybssl.com

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