Services Offered Financial Services

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Profitwiseaccounting.com Craigslist Ad Posting Project
Objective: Would like to have about 5 to 10 ads that get posted to craigslist San Diego each day under: services offered ± financial services. http://sandiego.craigslist.org/csd/fns/ Result: Would like to generate at least 1 new client inquiry per week. 1 New client every 2-3 months as a result of this effort.

Targets:
Would like to target ads or subject lines in the following areas/sorted by importance. 1. 2. 3. 4. 5. 6. 7. 8. Bookkeeping Services Online Bookkeeping Services Bookkeeping Clean Up / Catch-up Multi Years QuickBooks Help/Consultation/Training/Clean Up Corporate Tax Preparation Income Taxes CPA or CPA Firm CFO Consulting Services

Outcome: Would like ads to be developed that will maximize direct response on Craigslist. Some Ideas for teasers:
y Free QuickBooks Class y Free Report 7 Biggest QuickBooks mistakes that may be costing you money

y 7 Tax Tips that will save you money y Link to youtube.com video, etc.

Here are some ads that I found on craigslist. There seem to be 3-4 companies that tend to post every day. From 1 to 3 different ads per day. We are probably on the more expensive end in terms of most of these companies. I figure if we post 10 ads a day we should be able to beat them out.

Certified Bookkeeper---Affordable and Reliable Bookkeeping Service (San Diego-All areas)
Date: 2010-09-26, 2:09PM PDT Reply to: [email protected] [Errors when replying to ads?]

Certified Bookkeeper---Affordable and Reliable Bookkeeping Service for Small Business: I love your mess! I enjoy taking a pile of papers and organizing it for you. You can do something else that you enjoy. Hourly basis or Monthly flat fee. Do you need a great bookkeeping? I am a licensed Certified Bookkeeper and I am an expert in

QuickBooks Pro and Microsoft Office. I have 16 years experience as a bookkeeper for small businesses. I am detail-oriented and reliable and can work as many or as few hours as you need. Some of the areas I can help you with are: (Remote access is available) 1. Chart of Accounts set up and clean up 2. Accounts Payable Process: Pay bills - Mail retrieval, sort, review, process for payment 3. Accounts Receivable Process: Customer Billing, deposit preparation, application of payments 4. Payroll process through QuickBooks software or through ADP website. Payroll Administration: Timesheet management and commission check calculations; Payroll tax liabilities, W2, W3, Form 941, 940, DE6, DE7. Payroll Workman¶s Comp. 5. Bank Reconciliations. G/L Reconciliations 6. Agency Related:1096, 1099, Property Tax Payments, Form 571-L. 7. Journal Entries. 8. Month-end/Quarterly Reports and Budgeting 9. Financial Statements. Year End Accounting and Sales Tax etc. 10. Income tax service for your individual or Cor. LLC. S corporation. I am available to work in your office as well as from my home-office in Carmel Valley. I can set up remote access for your bookkeeping. My rates are reasonable and I can travel throughout San Diego all areas. I can begin helping you get your business or personal finances organized as soon as tomorrow. Please call me to arrange an initial meeting to discuss your needs! Please Call: Lucy at (858)382-2168 Certified Bookkeeper

MULTI YEAR ACCTNG CLEAN UP AND TAX PREP
Date: 2010-09-26, 11:59AM PDT Reply to: [email protected] [Errors when replying to ads?]

I SPECIALIZE IN MULTI YEAR ACCOUNTING CLEANUP - IF YOU HAVENT FILED TAXES FOR A COUPLE OF YEARS AND NEED YOUR COMPANYS ACCOUNTING INFORMATION PULLED TOGETHER I CAN SET YOU UP ON QUICKBOOKS BRING ALL YOUR ACCOUNTING CURRENT AND THEN TRAIN YOU TO MAINTAIN YOUR SYSTEM. I HAVE BEEN DOING THAT FOR 14 YEARS. I HAVE A DEGREE IN FINANCE AS WELL AS AN MBA AND I AM LICENSED TO PREPARE TAXES AND HAVE BEEN SINCE 1994. RIGHT NOW I AM OFFERING A SUMMER SPECIAL - I WILL EXTEND A TOTAL JOB RATE AND TURN THE JOB AROUND IN ROCKET SPEED TIME AND DO YOUR TAXES. I HAVE MANY REFERENCES AND WILL BE GLAD TO EXTEND THOSE UPON REQUEST. CALL NOW 858.206.2108

QUICKBOOKS EXPERT
I have been working with QuickBooks for 14 years and specialize in year end clean ups which I extend a job rate to do if I do the work in my office. I also can maintain your file in your office for an hourly rate and that rate would depend on how many hours you require. I have worked in accounting since graduation. I specialize in QuickBooks Pro software and have worked with QuickBooks for approximately 15 years beginning with Version 2 for numerous small companies as an independent contractor. In addition to my degree in Finance I have an MBA and I am licensed, bonded and insured as a tax preparer and am a commissioned Notary for the State of California. My availability is immediate. I look forward to hearing from you. Call me 858.206.2108

San Diego Accountants (San diego, city of san diego)
Date: 2010-09-26, 8:32AM PDT Reply to: see below

File May & June; Minimize Penalties
PHONE : (2 3 9) 3 9 8 - 3 6 3 7 REPLY EMAIL ADDRESS : [email protected] WEBSITE : www.sjcfinance.com

I am an experienced tax professional and accountant with over thirty years experience practicing, and an MBA in accounting and taxation. I provide accounting, bookkeeping, and tax preparation services at reasonable rates. I handle the incorporation of and extensively work

with many businesses per year, including C-Corporations, Non-Profit Corporations (501C), SubChapter S Corporations, and LLCs. My services include, but are not limited to the following:
Handling unfiled tax returns Setting up installment plans Assisting in the removal of liens, levies, and garnishments Beginning offer and compromise Helping small businesses start up (Non Profits/501C Corporations, LLCs, C-Corporations) Quickbooks assistance and implementation Financial planning (short and long-term) Organizing disorderly books Innocent spouse protection applications

I have extensive experience assisting self-employed individuals and independent contractors file taxes. I also work with many small business owners on filing taxes, tax and financial planning, and late return processing. If you have been late on your taxes, missed filing during certain years, or have had to pay the IRS penalties as a result of poor or improper tax handling, I can help. We will sit down together and discuss your situation and your options. Here are some of the things I can do to help:
Assist you with budgeting (simple and in-depth) and forecasting Explaining long-term cash management Small business planning and cash flow analysis Bank reconciliations Financial statement preparation and analysis Year-end clean-up New business incorporation (Non-Profit 501 C Corporations, C-Corporations, Sub-Chapter S Corporations, and LLCs)

Bookkeeping assistance for individuals and businesses. Monthly, quarterly and yearly profit and loss statements are provided. I have saved many tax-payers thousands of dollars through my clear approach of explaining forms and educating clients about taxation laws. Please contact me today to learn about how I can help with your situation.

ESTABLISHED CPA OFFERS FREE CONSULTATION

Date: 2010-09-25, 1:41PM PDT Reply to: [email protected] [Errors when replying to ads?]

CPA IN MISSION VALLEY WITH OVER 25 YEARS OF EXPERIENCE OFFERS FREE CONSULTATION FOR TAXES, SMALL BUSINESS QUESTIONS OR AUDIT REPRESENTATION. I AM LOCATED IN MISSION VALLEY. PLEASE CALL ME MONDAY THROUGH FRIDAY BETWEEN 9 AM AND 5 PM. WORK (619)294-9876 BRENT HOAG, MBA, CPA, APC 8885 RIO SAN DIEGO DRIVE, SUITE 215 SAN DIEGO, CA 92108-1626

CPA Firm - TAX - QUICKBOOKS - Hillcrest __619.295.2637
Date: 2010-09-25, 12:03PM PDT Reply to: see below

Steven Wendroff CPA Bookkeeping Tax Preparation and Outsourcing Hillcrest For information or a free quote go to: www stevewcpa com or Ca11 619 295 2637 Serving the San Diego community for more than 25 years Steven Wendroff CPA is a Full Service Accounting Firm We offer bookkeeping outsourcing tax planning and business advisory services. The firm prides itself on economical solutions and exceptional customer service to provide the best service to its clients to help them grow their business and reach their professional goals Steven Wendroff CPA provides smart financial solutions and thinks of its clients throughout the year not just at tax time.

Services we offer Tax Preparation IndividuaUCorporate Partnership Trusts QuickBooks Training Outsourcing Bookkeeping Financial Statement Preparation Financial Analysis Payroll Services Sales Tax Returns Budgeting

____ _NEED A BOOKKEEPER_ On Demand Remote Support )
Date: 2010-09-25, 11:06AM PDT Reply to: [email protected] [Errors when replying to ads?]

_____ (San Diego -

Are you looking for a great local bookkeeper? Call Doug or Marisol at 619-722-1654 or email this listing for a free consultation. You can brief us on your objectives and we can help you determine what services may be needed to achieve them. For more information you can visit our website, http://www.mikaylasolutions.com or simply read below.

We can provide help with these accounting & bookkeeping services - Levels Offered: Review, Lite & Ongoing, Catchup, Personal Finances, Heavy "Full Charge" & Ongoing, or Hybrid:

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y y y y y y y y y y y y y y y y y y y y y y y y y y

Accounts Payable Process: Pay bills - Mail retrieval, sort, review, process for payment, disburse, archive, assistance with workers compensation audits, liaison between vendors and owner) Accounts Receivable Process: Customer Billing, deposit preparation, application of payments, archive, collections, receivables reconciliation Payroll Administration: Timesheet management, submission, ledger breakout, commission check calculations Human Resources: Administration of required forms at hiring and dismissal, Medical, Dental and 401K administration Bank Reconciliations G/L Reconciliations Credit Card Tracking: Expense Breakout and Reconciliations Loan reconciliation Journal Entries Financial Statement Preparation: Profit and Loss, Balance Sheet Year End Accounting Data Entry Company Set Up: Including Training and/or Maintenance Company Clean Up Customer Set Up and Clean Up Vendor Set Up and Clean Up W-9 Administration (needed for 1099 purposes) Sales Tax Corporate Budgeting & Bookkeeping Personal Budgeting & Bookkeeping Sales Tax Reporting Capital Expenditures Interest Capitalization Cash Flow Analysis Agency Related: 1096, 1099, 1098¶s, Property Tax Payments, Form 571-L, Secretary of State submissions Tax Agency Representation Corporate troubleshooting

Love information - Keep reading«

Level of Support We offer all levels of support. If you only need one of the services listed and it requires 4 hours, this works for us. If you require the entire list of services monthly, this also works for us. We have tailored our business to be fully flexible based on the individual needs of each client.

Level Name A Review

B

Lite & Ongoing

Example (you talking): "I'd like to do all the day to day functions in Quickbooks but need someone to look over my work and do the more complex quickbooks entries." "I plan to handle all the day to day bookkeeping functions manually "by hand" (pay the bills, make the deposits, etc.) but need someone to integrate my information into an accounting program on a monthly basis." "I'm one year behind on my bookkeeping and need to play catchup." "I'm at a point in my life that I do not want to hassle with paying my bills" or "I still want to pay my bills but want to know where my money is going allowing me to have a clear picture of my financial status."

C

Catchup

D

Personal Finances

E F

Heavy "Full "I need someone to do all (or many) of the listed tasks on this ad Charge" & Ongoing on a monthly basis." Hybrid of A, B, C, "Any variation of the above tailored to your needs" D, and/or E

Why choose us over the others
y y y

y

We are not robots, you can consider us partners. We don¶t just punch numbers, we act as your eyes & ears & advise you just as a trusted partner would. We review your Financial Statements (Profit and Loss / Balance Sheet) with you to ensure you understand them. By doing this it allows you to make informed long term growth decisions. We understand most businesses have revenue cycles to contend with & rest assured we have strategies to manage these cash flow swings.

Background Mikayla Solutions is an established family owned business that provides accounting services for business owners and independent contractors. We set ourselves apart by providing hands-on, one on one customer interaction. Our services have been tailored over time, in turn streamlining the process to achieve your individual goals. We welcome the opportunity to help the leadership of your business by forming a partnership that will assist in keeping overhead manageable, encourage safe growth, and allow you to stay focused on sales, managing the associates, or other

tasks at the forefront of your priorities. Mikayla Solutions looks forward to the opportunity to form a long-term high-quality relationship and is committed to earn your business. Call Doug or Marisol at 619-722-1654 or email this listing for a free consultation. You can brief us on your objectives and we can help you determine what services may be needed. Thank you for your time and consideration.

Take The Confusion Out Of Your Bookkeeping with SD quickbooks Guru (SD County)
Date: 2010-09-25, 9:35AM PDT Reply to: [email protected] [Errors when replying to ads?]

Are you "Confused" about how to use QuickBooks PROPERLY and the manual seems like a foreign language? Do you need help with set up or training on your QuickBooks Software? Do you need to prepare for the tax year end and don't know where to start or if you even have the data compiled correctly? Most "lost" tax deductions are usually due to erroneous postings and missed Bank reconciliations. Most "bookkeeping" people are data entry clerks. They do not know the ins and outs to set up a companies chart of accounts. The Chart of Account List along with the Item List is the structure and backbone of your business and should be done by an accounting pro. If you are posting incorrectly your foundation will end up failing and falling as well as losing a great number of tax deductions. To reconstruct a mess will take days if not months to correct complicated entangled errors. CPA¶s expect the client to know how to maintain their monthly bookkeeping and expect you, as the business owner, to know how to properly post your accounts correctly to effectively get the maximum tax deductions allowed by the IRS. Your CPA will not poke around to see if you posted everything correctly or handle your bookkeeping tasks accurately. They don¶t get paid for checking your Bookkeeping, they get paid to prepare your taxes based off the information you have given them. They only look at numbers; they don¶t "dig" into your books to double check that your bookkeeping is accurate. One big way to catch duplicate entries (which can overstate/understate Income and Expense Accounts) is to reconcile the Bank and Credit Card accounts on a consistent monthly basis. We specialize in reviewing your books for accuracy and to help you cut cost. We offer on-site and off-site services. ‡ Audit/ Fraud Control ‡ Accounts Payable Process ‡ Tax Prep (income, LLC, S-corp, C-corp, Partnership)

‡ Payroll Administration ‡ Human Resources - Employee Handbooks and legal docs ‡ Bank Reconciliations ‡ G/L Reconciliations ‡ Credit Card Tracking: Expense Breakout and Reconciliations ‡ Loan reconciliation ‡ Journal Entries ‡ Financial Statement Preparation: Profit and Loss, Balance Sheet, Trial Balance ‡ Data Entry - Correctly posting ‡ Company Set Up: Including Training and/or Maintenance ‡ Company Clean Up ‡ Corporate Budgeting & Bookkeeping ‡ Sales Tax Reporting ‡ Cash Flow Analysis ‡ 1099 filing https://www.sdquickbooksguru.com

~~~~INCOME TAXES~~~~BOOKKEEPING~~~~QUICKBOOKS~~~~TA XES (all years)~~~~ (San Diego)
Date: 2010-09-24, 3:21PM PDT Reply to: [email protected] [Errors when replying to ads?]

Income taxes, income tax, tax preparation, taxes 2008, tax 2009, tax 2008, federal taxes, federal tax, irs tax, irs taxes, complex tax, taxation, complex taxes, cpa, certified public accountant, cpa service, cpa services, cpa firm, cpa company, cpa companies, 1040, 940, 941, sales taxes, sales tax, tax, tax service, tax services, income tax service, income tax services, income taxes service, income taxes services, income tax accountant, income tax preparer, tax prep, income tax prep, tax preparer, income tax firm, income tax company, tax firm, tax company, accounting firm, accounting company, bookkeeping firm, bookkeeping company, bookkeeping and taxes, accounting, accountant, bookkeeping, DE 88, DE 6, W 2, W2, 1099, taxes prep, taxes preparation, bookkeeping services, payroll, payroll service, payroll services, payroll tax, payroll taxes, audit, irs audit, internal audit, small business accountant, small business accounting, small business bookkeeper, small business bookkeeping, business accountant, business accounting, business bookkeeper, business bookkeeping, irs letter, irs letters, irs problem, irs problems, irs problem solving, irs accountant, taxes 2009, W9, W 9, worker¶s comp, worker¶s compensation, AR, AP, tax lawyer, tax attorney, tax professional, taxes professionals, tax solution, tax solutions, tax return, tax returns, irs tax return, taxes, bookkeeper, quickbooks, quickbooks accountant, quickbooks help, quickbooks solution, quickbooks solutions, quickbooks professional, tax accountant, accounting service, accounting services, bookkeeping service, irs tax returns, income tax return, income tax returns

BOOKKEEPING AND TAX SERVICE SINCE 1975 (EAST COUNTY)

Date: 2010-09-24, 11:18AM PDT Reply to: [email protected] [Errors when replying to ads?]

MARTIN & MARTIN BOOKKEEPING AND TAX SERVICE is a locally owned family business specializing in personal service for your business and personal needs. BUSINESS-financial statements including balance sheets and income statements -general ledger,journals,payroll taxes -LLC and Corporate returns -business consulting INDIVIDUAL-tax preparation -property records and depreciation -financial tax consulting Call us at 619.669.1196 and see why many of our clients have been with us for over 30 years.
y y

Location: EAST COUNTY it's NOT ok to contact this poster with services or other commercial interests

PostingID: 1971445997

Accounting, Tax Preparation, Bookkeeping, Sales Tax, Payroll
Date: 2010-09-24, 9:38AM PDT Reply to: [email protected] [Errors when replying to ads?]

We are open All Year Round Serving All The SD Area! Tel: (619) 286-9610 PLS CPAs is a San Diego-based firm serving the entire San Diego Area, specializing in tax planning and the needs of small- to- medium sized businesses and individuals. Because of our experience in accounting, taxation and business development, and tax consulting, we have gained an impeccable client service record in addition to maintaining affordable prices for both business consultation and tax prep. We can: ***Prepare your Federal & State Taxes quickly, correctly, reliably, with strict confidentiality ***Prepare taxes and planning services for Individuals, S-Corporations, C-Corporations, LLCs, Partnerships, Limited Partners, Non-Profit Corporations, Business Entity, Estates, Trusts,

Fiduciary, Gift, ***Payroll & Sales Tax, ***Prior Year Returns, Reconciliation and All Amended Returns ***All Kinds of Bookkeeping

PLS CPAs Provides: *Licensed representation in IRS Audit & Tax Court, Franchise Tax Board, and Board of Equalization (Sales Tax) *The very latest information on Federal and State Tax Changes *Payroll, Business Accounting & Bookkeeping *Previous Years or Current Year Taxes *Assistance in setting up & forming a Business Entity, writing Business & Marketing Plans To serve you better with all your tax or accounting needs, we are open all year round. Not just 3 months of tax season. Office Hours are Monday through Friday 09:00 AM to 6:00 PM Saturday & Sunday: By Appointment Only Address: 2667 Camino Del Rio South plaza B, San Diego, CA92108 Tel: 619-286-9610

Your Temporary CFO (san diego)
Date: 2010-09-24, 8:55AM PDT Reply to: [email protected] [Errors when replying to ads?]

If you need help running your company: I can serve as a part or full time, Chief Executive Officer or Controller and when needed serve as a member of the Board of Directors, The Executive Committee and the Audit Committee. If you need help raising money; I can act in an exclusive representative capacity as an independent agent and consultant specifically for your project. In such capacity, I would without limitation consult with potential individual and corporate joint venture partners, equity groups, financial institutions, venture capital sources, investors and investment banking houses specifically in the representation of your project. What is the difference between being stuck and having the ability to move a company to the next level? Often it is merely just pushing the company just a little bit more. Often times talent is needed to achieve that next step, to move a company to the next level. I have worked as CFO for two manufacturing companies with full P & L responsibilities as well as COO of another SAS based company and COO of a retail chain. I have extensive experience in revenue generation, marketing, business development, operational streamlining,

troubleshooting and strategic planning. Some of my abilities include:

‡ Profit & Loss - Finance ‡ Budget Forecasting ‡ Branding / Image Identification ‡ Troubleshooting & Streamlining Operations by consolidating incompatible systems and eliminating system duplications ‡ Sales Training, Forecasting, Follow Through ‡ Market Research & Penetration Strategies ‡ Strategic Business Planning ‡ Manufacturing, Distribution, Retailing Expertise ‡ Seasoned professional generating capital from asset based lenders and alternative financial sources

BOOKKEEPING, ACCOUNTING, CONSULTING
Date: 2010-09-23, 10:14AM PDT Reply to: [email protected] [Errors when replying to ads?]

20 + YEARS OF PROFESSIONAL BOOKKEEPING/ACCOUNTING/MANAGEMENT CERTIFIED BY AMERICAN INSTITUTE OF PROFESSIONAL BOOKKEEPERS QUICKBOOKS PROFICIENT -EXPERTISE IN A/R,A/P, RECONCILIATION, BUDGETS, FINANCIAL STATEMENT ANALYSIS/PREPARATION, FORENSICS, CONTROLS, FRAUD PREVENTION AND PAYROLL --BS DEGREE IN BUSINESS -EXCELLENT COMMUNICATION AND INTERPERSONAL SKILLS -EXCELLENT FOR SYSTEM SET-UP, TRAINING AND TUTORING -WORD, EXCEL, AND OFFICE EXPERIENCE -CA LICENSED TAX PREPARER -ENTREPRENEUR WITH SMALL BUSINESS EXPERTISE -REASONABLE RATES CALL ME AT 858 618-1184 RON SAWZAK BOTTOM LINE BUSINESS MANAGEMENT www.bottomlinebm.com

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