Bookkeeping in Soquel CA

Craig's Bookkeeping

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Accounts Receivable/Sales

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The saying The customer is always right has every bit of relevance in today’s economy. If it was not for their patronage, businesses would not exist. Tracking your customer/client information is critical in helping a business to understand what revenues produce the most profit to what products and/or services bring your customer to the business. These can and do vary and it becomes important for revenues to be categorized and tracked so businesses can acquire the reports to make important business decisions and/or changes. Craig's Bookkeeping wants to help you make your business more profitable. Here are some helpful tips and acknowledgments.

  • Track and categorize your revenues and allocate the related expenses whenever possible

  • Collections can be a delicate process in today’s economy and correspondence is less intimidating

  • Customer/client satisfaction is the best form of advertising, and it is the cheapest

  • Sending timely "thank you" acknowledgments to clients helps to build strong relationships

  • Tracking customer/client invoicing is imperative in analyzing current cash flow activities

  • Acquiring reports for uncollectible accounts becomes critical in making better business decisions and understanding cash flow objectives

  • Submit Sales and Use Tax returns timely and accurately

Craig's Bookkeeping creates templates in Excel to help employers track their sales tax. We setup the template, and then for each quarter, we simply enter the gross sales and everything else is calculated automatically. We can file your returns manually or electronically at excellent rates.

Craig's Bookkeeping also wants to ensure that your business is prospering and offers services that can assist you in maintaining repeat business with your customer and/or clients. We can send correspondence in mass mailings or on a more personal level, to appreciate your customers/clients patronage and to help ensure repeat business and spread the word of mouth. Please inquire if you are interested in these additional services and "Happy Sales" to you.

Make Your Business More Profitable

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Our Services

  • Accounts Receivable
  • Bill Pay and Auto Pay
  • Chart of Accounts
  • General Journal
  • Reconciling

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Company Info

Craig's Bookkeeping
831-227-9667

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  • About Craig
  • Bookkeeping Services
    • Accounts Receivable
    • Bill Pay and Auto Pay
    • Chart of Accounts
    • General Journal
    • Reconciling
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  • Contact Me

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