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Do you know:
• Your sales, expenses, and cash on hand?
• Are profits showing improvement?
• How much income is tied up in receivables?
• The age of your receivables?
• If you should continue extending credit or is it time for collection action?

Accountants love our bookkeeping

With YZ & Associates on your team, you will have reconciled bank statements, balance sheets, profit and loss statements, customized management reports, and tax return information all when you need them. Accountants love our bookkeeping because it is thorough, accurate, and dependable.

Creating and maintaining an accurate bookkeeping system is critical to the success of any size business. Beyond meeting government requirements, our timely financial statements at your fingertips will allow you to:
1) Make smart business decisions
2) Make comparative choices
3) Track profitable or unprofitable transactions, products or services
4) Recognize profit-making opportunities

Too often solopreneurs and small businesses try to do their bookkeeping. Some of the pitfalls of this choice include:
• Hiring staff that may not have the required expertise
• Falling behind in data entry and tax filing
• Inaccurate or sloppy record keeping
Choosing DIY can result in a bookkeeping system that requires triage. What is the best use of your time?

Running a business is a dynamic experience. Changes in the marketplace may require expansion or contraction which require corresponding changes in the accounting methods. Whatever your business brings, YZ & Associates will be there to fulfill your bookkeeping needs.

YZ & Associates offers three levels of bookkeeping services

1) Standard: This is for companies with simple transations. It offers an adequate group of record keeping functions suitable for many solopreneurs and small businesses.
2) Concierge Bookkeeping: This is for companies that need a customized system for the nuances of their business. Some examples are restaurants, automotive repair shops, and manufacturers.
3) Bookkeeping Consulting: Companies that suffer from a poorly design or broken bookkeeping system will need the remedial repair this service provides.

Call us at 786.925.3579 and let’s proceed with a bookkeeping system just that’s right for your business.

Standard Bookkeeping

Just right for many solopreneurs and small businesses with minimal transactions. This is designed to provide timely information.

Concierge Bookkeeping

Our standard bookkeeping system is expanded from a complete Quickbooks components customized to each business.

Consultant Bookkeeping

If your bookkeeping system is a mess, don’t despair, this service will correct problems and get you on track with a clean slate.

About YZ & Associates

As each client relationship grows, our dedication shines through.  Our guiding principles are:

  • Professionalism
  • Responsiveness
  • Quality

Call us at 786.925.3579 and let us show you how we can help your business.

Policy on Disclosure of Your Personal Information

1. We collect personal information about you and all our clients from the information you submit on our applications or other forms, and through information we obtain over the course of your business relationship with us, our affiliates, and others. In addition, we may from time to time receive information about you from a consumer reporting agency.

2. Personal information is information that we collect from you that is not otherwise available from public sources.
The categories of personal information we collect include the following:

a. Information we receive from you on applications or other forms, such as your name, address, social security number, names of family members, assets, and income.
b. Information about your transactions with us, our affiliates, or others, such as your account balances, investments,current and prior tax information, and credit card usage.
c. Information we may receive from a consumer reporting agency pertaining to your creditworthiness and credit history, including loan or mortgage payments made.

3. We will not disclose any personal information about our clients or former clients to anyone, consistent with our professional confidentiality obligations. However, upon your written request we will disclose information about you, and we may be required by law to disclose personal information about you, as, for example, in response to a subpoena or other court order.Also, we may disclose personal information about you to our affiliated financial planning and investment adviser firms.

4. Within our institution, we provide access to your personal information only to those employees who need to know the information to provide you with our services. We maintain physical and procedural safeguards to guard your personal information.

5. We do not share your personal information with companies that perform marketing services.