J. Bankert Bookkeeping of Bluffton is now equipped to assist persons getting paperwork ready to prepare their taxes.

The local firm can assist individuals, small businesses and senior citizens by putting paperwork or books in order so a tax professional can effectively prepare taxes. Specific services available include:

Daily/Weekly
o Record Sales invoices
o Email/Mail Customer invoices & Statements
o Record customer payments
o Maintain Accounts Receivables
o Bank Deposits
o Record Debit card transactions
o Record vendor invoices
o Maintain Accounts Payable
o Process manual checks as needed
o Payroll processing

Monthly
o Prepare Bank Account reconciliations
o Prepare credit card reconciliation
o Prepare month-end adjusting journal entries
o Prepare Sales Tax return - electronically

Financial Reporting
o Balance Sheet
o Profit and Loss Statement -

Month
o Profit and Loss Statement - Year-to-Date
o Statement of Cash Flow
o Sales Tax Reports
o Bank Reconciliation Reports

To make an appointment for this service contact Julie Bankert, Certified Public Bookkeeper, at 419-348-3812, or by e-mail at [email protected]. The business website is www.jbankertcpb.com.