Attention HOAs, condo associations and property managers – services just for YOU!

We combine a real estate background with years of financial experience to provide customized bookkeeping services for self-managed or professionally managed homeowners associations, community associations, condominium associations, and property management companies. 

Services include:

• Monthly, quarterly, annual and special assessment billing
• Reminders and delinquent assessment management
• Bill payment, deposit preparation and bank reconciliation
• Monthly financial statements
• Budgeting and unit allocation reports
• Preparation of reports for annual meetings

Email now for more information!

Keeping Costs Down When Hiring a Bookkeeper

Sure outsourcing your bookkeeping is cheaper than hiring a in-house bookkeeper, but did you know you can save even more?  Here are a few simple tips to get the most for your money:

-Do as much of the bookkeeping work as you have time for. You will need less work done outside of your office, and you may be able to contract for technical assistance as needed. Finding a professional that will return your phone calls or e-mail promptly will obviously be critical for this to work well.

-The easier it is for the bookkeeper to read and understand the information that you bring in, the quicker the requested service will be performed. Make sure all the information you provide is clear, concise, and comprehensive.

-Write down as many of your questions that you can think of to keep your visit organized and flowing smoothly. Taking time to prepare for your visit can save money and time. Take notes when you are talking with the bookkeeper so you will not have to ask the same question again on a subsequent visit.

For more information, give us a call or email us!

The Top 5 Ways an Experienced Bookkeeper Can Help Your Non-profit

#1 – Prepare periodic financial statements – a simple profit and loss statement shows where your money is coming from and where it is going.

#2 – Help you and your Board interpret your financial statements and identify problem areas or ways you could improve your financial management.

#3 – Help you develop a budget and create periodic reports to see how well you are adhering to the budget.

#4 – Set up new cash management systems or help you improve existing ones.

#5 – Review your daily operations  to help you find ways to run more efficiently.  

Call or email now!  No obligation – let’s talk about how we can help!

Do you know what records you have to keep to satisfy the IRS? You should.

According to the Internal Revenue Service, everyone in business must keep records.  Keeping good records is very important to your business.  Good records will help you do the following:

- Monitor the progress of your business

- Prepare your financial statements

- Identify source of receipts

- Keep track of deductible expenses

- Prepare your tax returns

- Support items reported on tax returns

Some of the types of records you should keep include: gross receipts, purchases, expenses, travel, transportation and entertainment, assets and employment taxes – just to name a few!  We can help!  Just give us a call!

*Special Rates For Non Profits*

Non-Profit organizations need specialized help with their finances. Simply Bookkeeping offers discounted rates for 501c3, all-volunteer organizations in the Dallas area. Email rpoling1@swbell.net for more information!

Look: Our rates have changed!

In an effort to keep up with the declining economy and accommodate more new business start-ups we are slashing our rates by 20%. Effective 2/1/09, our fees will be reduced to only $ 40.00 per hour. For more information, please visit our FAQ page. And remember, we have been in business since 1994 and offer exceptional customer service at affordable rates – now more than ever!

IRS Deadline Today

Today is the last day to mail the recipient copies of your informational returns – W-2s, 1099s, and more. Also the last day to file Form 940 Annual FUTA return and Form 941 Quarterly payroll tax return. Find a post office near you and check their hours of operation at usps.whitepages.com.

We’re on Linked In!

Come and join us on Linked In – an interconnected network of experienced professionals from around the world where you can find, be introduced to, and collaborate with qualified professionals that you need to work with to accomplish your goals. If you’re in business, you need to be “linked in”!

Homeowner & Condo Associations

We can help! Whether it’s paying bills, reconciloing bank statements or creating invoices for assessments, we can take care of it all and prepare all the necessary reports for your member meetings. We file and organize all your backup documents and even handle member inquiries. So whether your properties are local or out of state, take the pressure off your board and let us handle it all! And did we mention we have real estate experience?

Banks Closing for January Holidays

2009 federal holidays include Monday, January 19 (MLK Day) and Tuesday, January 20 (Inauguration Day).  Be sure to have plenty of cash on hand as many banks will be closed both days, as well as government offices, and some businesses.  Also keep in mind possible shipping delays if using the US Postal Service.