We ask users of our quote request service to describe their accounting and bookkeeping service purchasing requirements in detail so the vendors we match them to can provide customized information in response. Now we're sharing these buyer requirements with you.
We hope these user comments help you get a sense of what types of accounting and bookkeeping services other users are choosing and what considerations are important to the average buyer. Take a look and you'll probably see some responses that are relevant to your business.
BuyerZone user comments: accounting and bookkeeping service purchasing requirements
"We sell wide format printing solutions, service and paper.Need to have someone combine last years data into this year and reconcile checkbooks."
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CEO/President/Owner, Retail, Dallas, TX
"We are property damage restoration and mitigation company that specializes in water extraction, drying, fire and smoke clean-up, mold remediation, and trauma/crime scene clean-up. I mainly need monthly reports generated for my franchisor, PuroSystems Inc. I also need some reports generated regarding a business appraisal to allow the sell of stock to my 401K plan. I may need other assistance as my wife has been having trouble figuring out parts of Quickbooks."
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CEO/President/Owner, Other Business Services, Bakersfield, CA
"We are a small non-profit with a very limited amount of restricted revenue. Most of our revenue is general."
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CEO/President/Owner, Non-Profit, Chicago, IL
"Engineering consulting business.Need a bookkeeper to come to this office once every two weeks to update books and pay bills. The bookkeeper must be local and should be available to address urgent issues."
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CEO/President/Owner, Consulting, Collegeville, PA
"General Contractor needing assistance with weekly bookkeeping due to larger projects approaching. It's becoming more difficult to handle this end of the business."
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Partner/Principal, Construction/General Contracting, Fort Worth, TX
"Fitness consultingWe need real time accounting, bill pay and bookeeping services and tax prep at years end."
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CEO/President/Owner, Consulting, Dallas, TX
"Autosales & finance,must be able to set up and track customers and all payment activity on the loans."
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CEO/President/Owner, Retail, Lowell, NC
"Home Health care Physical Therapy services... 1 employee now... MEI need to generate 1 check a month for me only..."
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Buyer, Health Care, Chesapeake, VA
"I started off as a with a Corporation which is a C-Corp, I opened a Home Inspection Business made very little Money within one year closed it.I did a Pool Service business and made some money and then closed it within one year.I have never filed taxes since I established the corporation and I have all of my Bank Statements from the day I opened it and basically that is it."
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CEO/President/Owner, Other Business Services, Riverside, CA
"Required is an annual audit or review of our financials with certified statements.The taxes for our sub S owners, corporations, franchise, and state income taxes for Texas and Minnesota. We are looking for a small firm with the tax expertise to handle our corporations and our owners tax reporting and planning. We are a manufacturer with national sales. We have been in business for fourty-six years and are very strong in our market."
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CFO, Manufacturing, Addison, TX
"We are in the planning stages of a gift shopalthough there is very little to do before we begin we want to be organized and have our paperwork in order. We will only be hiring approx 2 people before opening however we still need all the payroll ded. and proper reporting. Thank You."
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General Manager, Retail, Washington, DC
"Year end numbers were not completed. We are operating in the '13th' month. Confused about seeing current statements. Most things in order. Some small clean up required. Fiscal year ends in 6 weeks."
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CEO/President/Owner, Manufacturing, Emeryville, CA
"Its a dot com venture. The site is still in production. Revenue will be received from online sales.I need an accountant to keep track of my expenses, handle my taxes, maybe advise me on how to restructure my company (how to avoid double taxation in my LLC), and misc. questions."
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CEO/President/Owner, Computers - Software, Los Angeles, CA
"We provide healthcare regulatory consultation services to clients in hospitals and other healthcare facilities, primarily on the East Coast. Our consultants travel approximately 75 % of the time."
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CEO/President/Owner, Consulting, Charlotte, NC
"We're looking for an accountant provide advice help while we start our business as well as ongoing accounting services including payroll, tax reporting, vendor payment, bookeeping etc."
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CEO/President/Owner, Retail, Austin, TX
"Small but national management consulting firm specializing in the marketing and sales functions of a business."
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CEO/President/Owner, Consulting, Coppell, TX
"Diesel Mechanic - have some cathing up to do. Average number of clients are 20 and vendors used are about 35. So there is a lot of paperwork to sort out."
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Accounting/Finance, Other Business Services, Yonkers, NY
"Medical office practice with one midlevel, 3 physicians and 30 support staff."
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CFO, Health Care, Niles, MI
"Property Management Company with homes in Macon, GA and Apartment Homes in Macon, GA."
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Administrative Assistant, Real Estate, Macon, GA
"Small HVAC, Plumbing, Electrical company that services mostly residential customers. Our clients are generated from: insurance companies, service provider network, yellow pages and referalls. We are a small husband and wife shop that wishes to expand. Currently, I (wife) process all the A/P and A/R in Quickbooks. We are looking to outsource this portion in order to grow. We recently signed on with another outsourcing bookkeeping company, which set up QB online, but are cancelling their services for dissatisfaction of service. I prefer a local office in order to meet with someone in person to discuss our process, as well as, the ability to meet in person to cover issues and answer questions. Corresponding via internet is difficult."
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CEO/President/Owner, Construction/General Contracting, Wilsonville, OR
"This is a small automotive dealership. So I need someone who knows a bit about automotive and can keep track of inventory."
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General Manager, Retail, Castle Rock, CO
"Audio and lighting services for the entertainment industry including labor, engineering, equipment rental, and system design and consulting. We have 1 main client and a few smaller clients we work with on an occasional basis."
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CEO/President/Owner, Media/Entertainment/Publishing, Oswego, IL
"Accounting - looking for additional outsourcing or U.S. based reviewer of offshore accountants"
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CEO/President/Owner, Financial Services, Fort Lauderdale, FL
"Listing, Marketing, Business Valuations and franchise sales for small to medium size businesses."
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Consultant, Consulting, Spring, TX
"We are in the online business filing industry. We need about 100 sales receipts created weekly and a monthly credit card and bank reconciliation. Prefer working with someone highly technical (experienced with online businesses, web-based payment systems (paypal, etc.)."
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CEO/President/Owner, Legal, Las Vegas, NV
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