Helping business owners gain financial clarity, improve cash flow, and increase profitability.

What's Covered on This Page

• The No-Guilt Free Consultation
• Why You Should Call Us: Your Books May Be a Complete Mess
• Signs You Might be Ready for Bookkeeping in Teaneck
• What actually happens during a free bookkeeping consultation in Teaneck?
• Do my books need to be in good shape before I call?
• I'm a contractor near the Glenpointe area — are bookkeeping problems like mine common?
• What NJ deadlines should Teaneck business owners know about right now?
• Will I feel judged if I haven't done any bookkeeping in a long time?
• How do I know if I need a full cleanup or just ongoing monthly bookkeeping?

Need free bookkeeping consultations?

973-453-5052

Book A Free Consultation. Call Capgro Bookkeeping Services LLC now.

The No-Guilt Free Consultation

A free bookkeeping consultation in Teaneck is a chance to simply hop on a call with us and talk about your bookkeeping or your accounting problems. There's no obligation to hire us and there's no judgment. We've done hundreds of these calls, and while most people get a bit scared to start, we get that feeling of anxiety about bookkeeping all the time. The shoes full of receipts, the Quickbooks file that we've just not opened in forever. It doesn't matter. This is what we go over during these calls:

1. Our first order of business is simply finding out more about your business. Where are we starting from? What is it you do and for how long, roughly how much money comes in every month, and how much money do you have to spend every month?
2. If you are currently using Quickbooks (or any other software like Xero or Wave), or if you are doing bookkeeping from a file or nothing, we want to figure that out.
3. There's a lot more we want to get a sense of. Have you ever reconciled a bank statement? Do you know how to record a payment you received in Quickbooks? What about sales tax, and where to record a payment made for a customer. What kind of mistakes might you be making bookkeeping and accounting?
4. This leads to the final question: what do you want to do? We want to hear what your plans are. Do you need bookkeeping services for contractors, or do you need to have monthly bookkeeping done? Do you need a bookkeeping cleanup or ongoing services?
5. Then we give you a sense of where to go.

The whole call takes about 30 minutes and often, less. We get calls all the time from people who are relieved just to have someone else explain why they are having a problem or to simply tell them they don't actually have any problem. This is the point of these calls! It is not your responsibility to know why your books have not been closing. If your bookkeeper hasn't done the job, we don't judge you or push you. We don't confuse you with accounting terms. We've been working with small contractors, home service businesses in and around the Glenpointe area as well as the rest of Teaneck for 20 years now. And don't worry about whether your books are that bad to begin with. If they really aren't bad, great! If you're not sure though, just let us take a look.

Why You Should Call Us: Your Books May Be a Complete Mess

Every time we do a free bookkeeping consultation with someone in Teaneck, the conversation sounds something like this: "I want to talk to a bookkeeper to see how much she charges, but my books aren't even good. They're terrible!" That is great! That's why you're calling us. The free bookkeeping consultation is not to reward those who do things the right way, but it's a way to get things started for those who haven't been doing it right or don't know where to start. A bookkeeping service from our Teaneck team is what many people end up asking for, but let's first figure out what needs to be done. And that is just what we do every day. We have had clients in Teaneck for years, who started their own business and were doing all their bookkeeping for the first time on their own, but now have too many clients to keep up. Receipts are piling up. Bank feeds in QuickBooks aren’t syncing. Maybe you hired someone who didn’t really know job costing, and now the numbers don’t add up. You nod. You see yourself. bookkeeping service from our Teaneck team

Here’s what we typically see in our discovery calls with overwhelmed contractors:

• Transactions that have been hanging uncategorized in QuickBooks Online for months
• No idea which jobs were actually profitable
• Shaky or incomplete sales tax records
• Everything is thrown in one bank account, personal and business
• The tax date looms every time, and the anxiety grows

But ? We don’t need convincing to show you how it can be worse, or how to make it better. We’ve been in accounting over 20 years. We've run our own small businesses. We've seen first hand how books fall, and how fast they can be fixed when the right hands step in.

In a consultation, we start by looking at your current reality. We'll ask about your business needs, your systems, and your biggest challenges. And then we will outline, no, no sugarcoating, exactly what you should do.

You might choose to have Teaneck’s bookkeeping service take over everything for you. Maybe a QuickBooks cleanup gets you back on track. You’ll know your choices, whatever you decide.

Contractors in the Glenpointe vicinity usually call us after they realize their job profit margins are nothing more than wild guesses. And that is not just a nuisance. That is a business-killing leak. But one call is all it takes. So don’t wait until your books are “ready.” They don’t have to be, that’s what we’re for.

NJ Deadlines That Make Right Now the Right Time

Deadlines don’t care how you feel about being ready.

New Jersey has its own filing calendar that runs alongside federal ones. And, as a Teaneck-based home contractor, there are more dates than you might realize you’re tracking. Quarterly estimated taxes, annual business renewals, sales tax filings. Missing just one of these can trigger fees, and then those fees eat away at what you worked so hard to earn.

Dates That Trip Up Business Owners

Here are the dates that we see people trip over the most:

• Taxes for NJ quarterly estimated are filed at the same intervals as federal, but penalties are calculated differently at the state level
• Sales tax filing schedules vary by volume: some companies file monthly and some file quarterly
• Preparation and filing of 1099s must be done by the last day of January on the 31st
• Annual LLC/corporate reports are due on a calendar that is dependent on your start date

However, the contractor who calls us in a panic usually just overlooked an item on this list. Not out of negligence. But because they were too busy to finish up a job around Glenpointe or were busy leading a team on a site around Bergen County. The paperwork never got done.

However, now is the time to take us up on a complimentary bookkeeping consultation if you want to save money later. We’ll walk through the current state of your books and then show you which tax deadlines your specific company must follow. No guessing, late-night research.

That being said, if your QuickBooks files have sat untouched for a few months or longer, that is the perfect reason for a quick call. We’ve had Teaneck contractors come to us in time to make a quarterly tax payment before they were hit with a fine, and we’ve even corrected sales tax mistakes before the NJ Division of Taxation had the chance to send a letter.

Waiting is the more expensive option. Deadlines favor preparation. A brief call to our team will let you know what’s due, what’s late and what to do.

Want to get ahead of your next deadline?.

What to do before your first bookkeeping conversation

You don’t have to have everything sorted before you call. Most people that we speak with in Teaneck are embarrassed about the condition of their books. Don’t be. We see all kinds of situations and we have this consultation for a reason.

A little prep work, however, goes a long way when it comes to helping us give you answers that are specific, not general. Get ready for your free bookkeeping consultation by putting together the following information:

1. Get recent bank statements from the last few months. You can do this digitally. The key is showing us your cash flow.
2. Determine what bookkeeping software you’re currently using. Do you use QuickBooks Online? Spreadsheets? A shoebox full of receipts? Any of the above is a good starting place.
3. Think of the issue you’ve been trying to tackle for your books for the longest. It might be something as as tracking your per-job costs or as urgent as realizing you haven’t filed a sales tax report in two quarters. Tell us what you’re worried about.
4. Know what kind of business structure you have. Are you an LLC or a Sole Proprietorship or something like an S Corporation? The different options have slightly different tax consequences.
5. Have a list of all the questions you’ve been wondering about for your books. It’s a free consultation. Ask anything.

We have found that people either don’t prepare or they over-prepare. Either works. We’ll be fine either way.

Here’s a typical situation. A plumber around the Glenpointe area calls in March, realizing that the tax deadline is approaching. The contractor realizes that they haven’t done a reconciliation since October. They’re worried and they’re not sure where to even begin. They literally just dump their books on the call and we sort through them together. That's the point.

And if your books are completely disorganized, that's perfect. This is where we find out exactly what your needs are. That's what QuickBooks cleanup services and monthly bookkeeping is for in your particular situation. The call is to find out what the next step is for you.

The last thing we ask you not to do is to wait until you feel that you are "ready." You won't. Nobody ever feels that they are ready. The call is step one. The rest follows from there.

Signs You Might be Ready for Bookkeeping in Teaneck

You started your business to do the things you are good at. Not to stare at spreadsheets in the middle of the night.

But many Teaneck business owners do. We hear it often in our free bookkeeping consultations. People will call us and say, "I don't know what I don't know." But that's actually a sign that they are ready.

The things that most frequently signal to us that you may need bookkeeping services are these:

• Your business and personal expenses are commingled
• You feel like every tax season is like a mad dash
• You don't know which jobs were profitable for your business last quarter
• Your QuickBooks file hasn't been reconciled in many months
• You're just guessing at how much money is available, instead of managing cash flow

Any of those things sound like your experience?, it's pretty much the same story. We had one plumber that runs around the Glenpointe area say that he ran his business for three years and never even saw a profit and loss statement. Three years. He didn't know which jobs were paying him money and which ones were costing him money. That's actually common among contractors that are that busy.

But here is something that people overlook. You don't need to be in a crisis situation to benefit from the services of someone like our bookkeeping business. Many of the things we discuss with our clients are people who aren't sure that things are working the way they are supposed to. Maybe their business is doing well but their bank account doesn't show that it is. Maybe they've added someone to their staff, but they aren't sure that they can truly afford to pay them.

So how does someone know that they need a service like ours? They don't. That's the whole reason consultations. You meet with us, we have a look at things, and we tell you whether or not this is your next best step. There's no obligation. With over 20 years of accounting services experience, we can usually tell in about fifteen minutes. Not sure? Give us a call.

Frequently Asked Questions

Common questions about free bookkeeping consultations services in Teaneck

Ready to Get Started?

Book A Free Consultation. Call 973-453-5052 today.