-CPA SERVICES

Bookkeeping & Accounting

Organize your financials, Understand your Business

Stop wondering where your money went and stressing to organize your books when tax time comes around. We keep your books clean and your mind clear with monthly reporting you can actually understand.

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  • Profit and Loss Statement: What you've earned this month and exactly where it went
  • Balance Sheet: A clean snapshot of what you own and what you owe at month's end.
  • Bank Reconciliations: Every penny matched to the bank. No mystery transactions.
  • QuickBooks Online Set-Up: A custom chart of accounts and setup so everything is recorded correctly from the very beginning
  • QuickBooks Clean Up: Turn messy data into clear financials. We’ll untangle your past transactions and reconcile every bank and credit card account to bring your books perfectly up to date.
  • Deep Dive Commentary: More than numbers. We tell you what the numbers actually mean and what to do about it.
  • KPI Analysis: Custom KPIs for your business explained in plain English.

Most bookkeepers categorize transactions and call it a day. That's data entry. Real bookkeeping comes with context, a CPA's eye, and a strategy that connects directly to your tax planning.

We choose to focus entirely on QuickBooks Online because it helps us take the best possible care of you. By truly mastering this one platform, we can keep your finances organized and give you complete peace of mind.

-CPA SERVICES

Payroll & Benefits

Payroll is a headache you don't need

We strive to recommend only the best small-business solutions to our clients. That's why our firm works with ADP®, the "world's most trusted payroll & HR company", with over 75 years of experience.

HOW THE PARTNERSHIP WORKS

Daperis CPA focuses on payroll setup, training, and planning, while you run and review payroll inside ADP — and ADP handles filings, deposits, and year-end forms. Once your accounts are set up and you've been trained, most clients find payroll takes only a few minutes per run (and can be fully automated with ADP's Run & Done).

Schedule a Free Strategy Session

With ADP handling the heavy lifting, we focus on what matters:

The important things a CPA should be focused on:

  • Tax strategies to reduce taxable income - like paying your kids or spouse through payroll for legitimate work
  • Reasonable salary and compensation planning for your S-Corp
  • Monitoring your payroll to ensure it is done correctly

ADP offers many features, including:

  • Quickly and reliably pay employees and contractors: anywhere, anytime
  • Tax deductions and filings - handled automatically
  • Catch payroll errors before they occur
  • Real-person support from payroll and HR professionals is just a call (or click) away
  • Automated employee time tracking and eliminate tracking hours manually
  • Simplify your hiring process with recruiting tools and easy onboarding
  • Be confident you have the best solution that can grow with your business
  • Easily connect with your favorite accounting, POS, HR and business tools
  • Choose a package option that best fits your business, with the ability to add services like health and benefits or workers’ compensation
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Your Books Are In Good Hands

We treat your books like our own
Work with someone who understands the nuances of your business

Schedule a Free Strategy Session