Simply Accounting

HELPING YOU GROW YOUR MONEY TREE

Simply Accounting & Bookkeeping Services, LLC Our company is a full service tax, accounting and consulting firm. Our services cater to small to medium size clients ranging from individuals to medium-sized corporations. Our specialty areas are payroll and accounting services, including tax return preparation and bookkeeping. Simply Accounting is committed to providing a complete range of professional tax and accounting services, at affordable fees.

Bridget M. Chandler, Principal/Accountant Bridget has managed and performed accounting and financial management services for private, small to mid-sized companies for over 25 years. She has worked with some of the largest accounting firms in the capital district. In addition, she has significant experience in accounting software in many industries including wholesale, retail, manufacturing, construction, service, and non-profit organizations. She is a certified QuickBooks Advanced ProAdvisor and a Certified Sage Accountant. Ms. Chandler is an IRS Authorized Tax Practitioner and Efile Provider, Registered NYS Tax Practitioner, and NYS Licensed Notary Public in Rensselaer County. She is a member of the Southern Rensselaer Boy's and Girl's Club Board of Director's and chair of the Finance Committee, member of the Northeastern Girl’s Scouts Board of Director’s, is named Whos' Who in 2005 Top Executives and has attended professional seminars and software training in order to be up to date with the latest procedures and technologies.

Your Accounting Team Katrina Lampkin, Jr. Accountant Katrina Lampkin started as an intern with Simply Accounting in July 2008 and became an employee as of November 2008 as a Junior Accountant. She earned her Associate Degree in Business Administration from Fulton Montgomery Community College in May 2006. She completed her Bachelor of Business Administration (Technology Management: Financial Services) in December 2008 from the State University of New York at Cobleskill. Katrina has held many leadership positions over the years. She was the Student Government Treasurer at SUNY Cobleskill for the spring 2008 semester. She served the same position at FMCC for the 2005-2006 school year. She has been the Treasurer of Florida Reformed Church since May 2009. She serves as a board member of the Fulton Montgomery 4-H Youth Development Committee and the Alumni Committee of FMCC. She volunteers numerous hours with other groups and functions throughout the year.

Your Accounting Team JingruXu , a graduate student from the University at Albany, is an intern with Simply Accounting since May, 2010. She is in her second year of her Master of Accounting program and will graduate at the end of 2010. She works closely with her supervisor at Simply Accounting on bookkeeping, tax preparation and other accounting services. Originally from China, Jingru has worked in real estate for three years after she earned a Master of Law degree at Fudan University, Shanghai, China. She has changed her career field into accounting and believes that she will provide a comprehensive professional service with her combined background in accounting and law. JingruXu, Intern University at Albany

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Accounting Services: ,[object Object]

Check writing (disbursements) and Ledger Entries

Financial and Management Reports

Human Resources and Employee BenefitsBookkeeping Services: ,[object Object]

Billing and CollectionsACCOUNTING & BOOKKEEPING SERVICES

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Complete Installation and Set-Up Services and Support Simply Accounting is certified in almost all accounting programs ,[object Object],Training Services ACCOUNTING INFORMATION TECHNOLOGY (Software Implementation & Training Services) Simply Accounting provides a full range of training programs. Accounting Information Technology Entrepreneurship Business Tax Compliance Full Service Training Facility

Complete Tax Service Income Tax Preparation: 1040 Schedule C and E 1065 Partnership 1120 Corporation Preparation for all states. TAX SERVICES CORPORATION Other business taxes: Payroll Tax Sales Tax Heavy Highway Tax Bulk Sales Tax Alcohol/Tobacco Tax Excise Tax Plus many more…

Individual Tax Preparation Debit Card Refund Program Available Walk in or by appointment. Home based tax service available for disabled. Senior Discounts FREE E-File Watch for specials during tax season in the Advertiser and Troy Record. TAX SERVICES INDIVIDUALS Unless studying the tax code and keeping up with government reporting requirements are your favorite hobbies, you need a tax expert to prepare your returns. It takes an expert to sort out these government regulations to their satisfaction. Monthly, quarterly and annual reports are governed by strict regulations. Failure to prepare and file them correctly could cost you heavy penalties and interest.

Who do you turn to help you strategize your business goals? To help you meet your business goals you depend on many people. Your banker, your accountant, employees and maybe a social network group to name a few. What is important is how you make your selection. When you hire an employee, you interview. When you look for a bank you look for the best rates. How did you or would you select your tax preparer, accountant, or bookkeeper? We help you with the available options to help you decide who is right for you? Tips for choosing an accountant 1)Choose an accountant that has experience with your business industry or financial needs. If your business generates a large number of transactions (for example, an online shopping service), make sure the accountant has experience with dealing with companies in your sector if possible. 2) Make sure your accountant is fully qualified. Most likely, these qualifications will be displayed on any promotional material or the company's website, otherwise make sure you ask. 3) It is essential that your accountant works with small business clients. 4)What other services does the accountant provide - can they complete your self assessment returns? Do they provide business advice or further information to help grow your business?

More Tips for choosing an Accountant 5) As a small business, we find that the best accountants are also likely to be smaller in size. They will understand what it's like running a small operation and will have the resources and time you require to run your finances properly. 6) Ask to speak to existing clients before signing up. A decent accountancy firm should be happy to arrange this. 7) Make sure your accountant keeps in touch with your business - not just at year end! If you feel your current accountant no longer meets your requirements for whatever reason, get a new one! Consider these Facts: ,[object Object], owner. Each month and/or quarter, most likely you are required to report to government agencies. ,[object Object], are similar to that of a large one. ,[object Object], requirements. Typically smaller businesses do not.

ARE YOU OVERWHELMED WITH PAPERWORK?? DID YOU KNOW? Having organized recordkeeping can save you money and improve cash flow. You may have a good recordkeeping system but if you have to spend countless hours we are confident that you are unable to get to the numbers as efficiently as you could. Accounting software makes it easier for you to track you business income and expenses. It is very helpful to have real-time information reporting all year round… not just at tax time! We can help you with your software purchase. ASK FOR A FREE DEMO

Simply accounting certifications Why Use a Certified QuickBooks Expert? Many QuickBooks customers say their experience with QuickBooks is better when they work closely with a QuickBooks expert. Certified QuickBooks ProAdvisors are typically CPAs, accountants, small business advisors or consultants who have been tested and certified on QuickBooks. ProAdvisors help businesses customize QuickBooks for their unique needs and help them get the most out of the software. ProAdvisors are also a great resource if you run into trouble with QuickBooks. ProAdvisor fees are typically reasonable and many businesses feel the investment is valuable. Chances are there's a ProAdvisor in your community.

SIMPLY ACCOUNTING CERTIFIED PREMIER ADVISOR You have access to CPAs, Bookkeepers and Accountants who are active Premier Advisors associated with the Sage Accountants Network, which means they can support you on whatever Sage product you are using, including Peachtree.

How do I get started working with a ProAdvisor? Try providing them with any of the following information: Inform the ProAdvisor of what version of the program you’re using, how long you’ve been using it, and how many computers use the program on a daily basis. Share with the ProAdvisor what specific questions you have about QuickBooks. ProAdvisor’s are technical minded generally and are looking for problems to solve and this will help them to understand the nature of your issues. Plan to communicate how involved you want the ProAdvisor. Services range from an accounting technician to resolve a few hang‐ups or provide targeted training, to someone who will manage your accounting, make recommendations, and prepare your tax returns.

HOW TO WORK WITH A QUICKBOOKS PROADVISER Tell the ProAdvisor how involved you or your staff plan to be in the consulting. If there are several errors that involve many transactions, will the ProAdvisor be the one to correct each one, or you, or your staff? Inform the ProAdvisor of how you use your accounting. Is it simply necessary for tax return preparation? Do you want to measure gross margin every month and determine employee productivity? Tell the ProAdvisor how you currently rate your confidence in using and understanding the program and where you want to be. You may consider yourself a 6 on a scale of 10 and you don’t have an interest in getting better because you would rather manage your business than your accounting. You may consider yourself a 3 on a scale of 10 and you want to be an 8 so that you can be in control and manage your business through your accounting. Help the ProAdvisor assess what your budget is for their assistance. Not in dollars specifically, but indicate whether you can’t be bothered and you just want it taken care of or that you have a specific budget in mind.

What questions should I ask the ProAdvisor to determine if he/she is a right fit for me and my business? Try asking any of the following questions: 1. How do you go about identifying what is wrong with my QuickBooks file, and how much might I expect to prepare for that initial investigation? 2. How are you able to demonstrate to a small business owner who is not an accounting professional, that the work you do has been executed correctly? How will I get comfort about your competence without knowing accounting and without knowing QuickBooks? 3. How do you distinguish yourself from other ProAdvisors on the site? 4. What are your rates? How do you bill for your services and what payment terms are available to your clients? Do you accept credit cards? 5. What do you require of clients to engage your services? 6. How would you assess your rate for services performed in relation to others providing similar services?

Welcome Simply Accounting Plus Business Training Center A collaboration of Professional Trainers… “Education is for improving the lives of others and for leaving your community and world better than you found it.” Marian Wright Edelman

PROFESSIONAL TRAINERS Bridget M. Chandler Accountant/Certified QuickBooks ProAdvisor Owner/Simply Accounting Plus Training Center Simply Accounting & Bookkeeping Services, LLC Katrina Lampkin Jr. Accountant/QuickBooks & Turbo Tax Consultant Simply Accounting & Bookkeeping Services, LLC Wayne Higdon Certified QuickBooks ProAdvisor MickiMauger, Certified QuickBooks ProAdvisor 25th Hour Accounting Solutions Brian Wiese Enterprise Solutions Provider/QuickBooks ProAdvisor By The Book Solutions Inc.

TRAINING CENTER PROGRAMS Scheduled Workshops Customized Training Workshops “The whole purpose of education is to turn mirrors into windows.” Sydney J. Harris

Training Options: Individual and Group Your location or ours Customized to your schedule

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Business Tax Preparation & Compliance,[object Object]

Groups that we have trained: University at Albany Small Business Development Center – QuickBooks Contractor’s Edition Workshop Rensselaer Regional Chamber of Commerce – QuickBooks Pro Basic Seminar Columbia High School, East Greenbush – Adult Education Program, Entrepreneurship Adirondack Combustion Technologies, Inc. – Intuit Enterprise Solutions Chatham Synagogue– QuickBooks Not for Profit Hennessy Homebrew– QuickBooks Point of Sale Some Girls Boutiques– QuickBooks Point of Sale Integrated Medical Technologies, Inc. – QuickBooks Manufacturing Smith’s Paving – QuickBooks Basic, Year End Processing, and Microsoft Excel Rensselaer Boy’s & Girl’s Club– QuickBooks Not for Profit

What you should know as a business owner: ,[object Object]

Intro to Management and Organizational Behavior ,[object Object]

Accounting Information Systems

Business Taxation Accounting INTRO Workshops:

Is your business overwhelmed with paperwork?

Are you still using pencil and paper?

Do you keep your receipts in a box?

Take your books from the past…And move into the future…

Accounting Software Training for the end user and for accountants: Intuit Premier Accountant Edition ++++++++++++++++++++++++++++++++++++++ Sage Premier Accountant Edition

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Federal & State New Business Guidelines

Federal & State Employer Guidelines

Referral Network of Professional Providers ,[object Object],& Employee Benefits

“Education is the ability to meet lifes’s situations” Dr. John G. Hibben “It is possible to store the mind with a million facts & still be entirely uneducated.” Alec Bourne “A person is educated when one has learned how to learn and change.” Carl Rogers” “INVEST IN YOURSELF, IT IS A LIFETIME INVESTMENT!” Watch our calendar of classes or schedule a custom tailored training program to meet you personal development and business needs.

Created by Simply Accounting & Bookkeeping Services, LLC Bridget M. Chandler Certified Point of Sale QuickBooks ProAdvisor

Intuit QuickBooks and Quicken Affiliate MerchantSpecial Discount Pricing on ALL INTUIT Products…Ask for product costs…

Certified Advanced QuickBooks ProAdvisor

Certified QuickBooksProAdvisor Since 2008

Get Started with a Certified QuickBooks ProAdvisor Consider these facts: Over 2.5 million businesses use QuickBooks… 86% of QuickBooks customers say it’s easy to use… and 9 out of 10 QuickBooks users would recommend the software to other businesses. With figures like these, it certainly seems worth your time to take a closer look at QuickBooks.

QuickBooks has become the leading business accounting software. These products are growing popularity. They are easy to learn and use, very flexible, and offer features useful to any business with a computer. Don’t be fooled by the low price tag…QuickBooks is an easy-to-use accounting powerhouse.

Did you know? Three out of four accountants recommend QuickBooks to their business clients. Track thousands of customers, manage vendors, get inventory, do payroll, online banking, and more. Do you know which product is right for your business?

3rd Party Apps ViewMyPaycheck Advantage SmartRoutes Jewel Mate Customer Explorer PaperShare QXpress Scheduling Microsoft Outlook Microsoft Excel Microsoft Word Microsoft Access Star Service PDG Commerce Web Store w/Real Time ZoeWise Cars RentRoll Professionals Intuit Small Business Scheduler DreamFactory EventGenie HR System Monitor Task Manager

Your QuickBooks Experts! Set-up and Customization Consultation Training/Seminars Business design and setup restructure

Accounting Concepts for Contractors Bridget M. Chandler, Instructor Simply Accounting & Bookkeeping Services, LLC 1676 Columbia Turnpike East Greenbush, NY 12061 518.512.3632 www.simplyaccounting-bookkeepingsvcs.com

Intuit QuickBooks Enterprise Solutions 9.0Providing leading edge, easy to use accounting and business management solutions

56 Midsized businesses need…Multiple Users, More User Control & Access The users have more defined tasks so they need differing levels/rights of access to data Some users are not at the physical location so they need access from other locations The actions of the users need to be monitored better with activity tracking (audit trail)

Learning Objectives Activation and Set-up Select a Payroll Service Enter Payroll Codes Enter Year-to-Date Information Define Company Rules/Preferences Routine Payroll Functions Enter Timesheet Data Review and Create Paychecks Create Payroll Tax Payments Print and File Tax Forms Payroll Reports

A Simple Start to Managing Your Business Finances A Guide to the Essentials QB_10/2004_01

Introduction to Financial Management Why Accounts are Important Using Reports Managing Essential Tasks: Practice Session Tips and Resources Appendix: Additional Concepts & Terms Financial Management Essentials

Sage Peachtree – First Accounting Basic accounting tools to create invoices, record customer payments, write checks, track expenses, produce customer statements, and generate financial statements

Peachtree by Sage Pro Accounting helps improve your productivity with standard accounting features that can automate invoices, checks, and track employee payroll. You can record customer payments, create budgets, and track sales, inventory, and expenses. It provides 100+ reports and financial statements. Peachtree is based on real, double-entry accounting principles with module-level security and automatic accounting checks. You get the accuracy and control you need to improve results—and truly understand how your business is performing. Get where you're going fast with user-friendly interface and simple navigation. Manage Cash Flow Analyze and forecast your expected payments and receipts. Confirm that you have enough cash to meet current and upcoming obligations. Export forecasts to Microsoft Excel. Accurate and Efficient Accounting ,[object Object]

Run up to 15 checks on your data with the Internal Accounting Review

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Analyze and forecast expected payments and receipts,[object Object]

Peachtree by Sage Quantum Edition All the tools you would expect in a multi-user system, such as: Access to a 5, 10, 15, 20, 30, or NEW! for 2010 – 40 licensed, named user solution Strong role-based security Optimized database capacity Send notifications to other users that they need to log out of Peachtree, or if necessary, manually log them out Avoid the high cost of implementation, training, and maintenance you may incur by switching to a mid-market solution. By moving to Peachtree Quantum, you will experience a new level of accounting and business management, while maintaining a solution you are familiar with already...all at a cost you can afford! In addition to the accuracy, control, and results you need, Peachtree Quantum Accountants Edition offers more with access to industry-specific product capabilities for Manufacturing, Construction, Distribution, and Nonprofits Accounting software that does more than crunch numbers–Peachtree by Sage can give your business an edge with greater visibility, enhanced analytics, and streamlined processes

Peachtree by Sage Premium Accounting—Accountants' Edition is the powerful, multi-user* ready accounting solution accountants need to service their Peachtree clients more effectively and efficiently. Create, open, modify and save client files from any member of the Peachtree line, except Peachtree Quantum, plus handle complex tasks such as company consolidation, compensation management and comprehensive budgeting.

Peachtree Quantum Manufacturing Edition is the ultimate high-performance Peachtree Accounting solution that integrates accounting and manufacturing powered by Manufacturing Information Systems, Inc. (MISys, Inc.®) so you can easily control your inventory, effectively plan your purchasing and production activities, and achieve accurate accounting results – all at an affordable price. Are you looking for a manufacturing software solution that is simple to install, quick to implement, and easy to use? Peachtree Quantum Manufacturing Edition can help you reduce your inventory holding costs, avoid painful purchasing mistakes, and prevent costly production delays.

Peachtree Premium Accounting for Nonprofits 2010 includes all the features from our Peachtree by Sage Premium Accounting 2010 product, plus: Unified Chart of Accounts United Way-based Chart of Accounts Welcome Letter and Fundraising Letter Templates Track Donation Receipts Track Member and Pledges Fees Outstanding Nonprofit-Specific Operational Reports

Peachtree Premium Accounting for Construction includes all the features from our Peachtree by Sage Premium Accounting product, plus: Subcontractor Insurance TrackingStore insurance expiration dates within Peachtree, so you’ll get a warning when you try to pay a subcontractor whose insurance has expired. Store and report on company name, policy number, and policy limit so you can easily review insurance expiration dates. Labor Burden Assessment Allocate a percentage of an employee’s overhead costs (such as taxes, insurance, benefits, and more) to any job. Retainage Management Using Accrual Based AccountingKnow what your clients are holding back, and how much leverage you have with your vendors. Progress BillingValuable if you bill against a contract. You can create invoices based on the job’s current progress or specify that billing be based on a percentage of the job’s completion, a percentage of estimated job revenue, or a percentage of each line item. Construction-Specific Operational Reports: Contract Transmittal Letter - Assembly Planning - Component Pick List

Peachtree Premium Accounting for Distribution includes all the features from our Peachtree by Sage Premium Accounting product, plus: Quantity Price BreaksEnsure that your volume discounts are applied fairly and consistently. Peachtree lets you specify up to 50 prices per item. Buy/Sell in Different UnitsMake the calculations easy when you buy in one quantity (a pallet, for instance) and sell in another (like a single unit). Enhanced Kitting and Assembly CapabilitiesBuild pre-assembled kits to maintain in stock for rapid sales delivery. If you need to use components for another order, you can disassemble finished kits and restock the components. And if you require light manufacturing, you can set up multi-level kits and even enter labor or outside services as a BOM component. Order/Sell Using Vendor Part NumbersAutomatically create POs based on stocking levels, eliminating time-consuming calculations. And Peachtree lets you order and sell using vendor part numbers (or your own). Inventory Management and Trend AnalysisTrack your fastest- and slowest-selling items so you can adjust pricing for maximum profits.

Simplify your payroll and reduce the risk of errors Simplify your payroll and reduce the risk of errors Paying Employees Enter your employee information once and Peachtree will calculate deductions and prepare paychecks to print from your PC - anytime you want. Or use the convenience of direct deposit. Paying Taxes When you enter a paycheck the Federal and State tax withholdings are automatically calculated for you. You’ll automatically receive updates to tax changes when they occur to ensure your tables are up-to-date. Filing Taxes Prepare tax filings faster by using signature-ready forms provided in Peachtree7. The payroll information is carried into your federal and state forms, so you can print them on plain paper when you’re ready to file. Get HR Advice powered by HR411 Included in your subscription is access a HR411’s award winning suite of useful HR tools, resources, and sample downloads provided that will start you on your way to protecting your business.

The ideal blend of in-house and outsourced payroll Paying Employees Enter your employee information once and Peachtree will calculate deductions and prepare paychecks to print from your PC - anytime you want. Or use the convenience of direct deposit. Paying Taxes When you enter a paycheck the Federal and State tax withholdings are automatically calculated for you. You’ll automatically receive updates to tax changes when they occur to ensure your tables are up-to-date. E-Filing Tax Forms & Deposits File taxes faster and more accurately using e-filing. The payroll information is carried into your federal and state forms in Peachtree. With a few clicks your information is electronically sent to the tax agencies. Includes over 230 Federal and State form filing such as W-2, 941, 940 and New Hire.

Pay Your Employees Paying your employees can be completed online in minutes. Simply enter your payroll information and Peachtree Managed Payroll powered by CompuPay® handles the rest. We also offer phone and fax payroll solutions for those more comfortable communicating payroll data directly to one of our trained payroll specialists. We File and Pay Your Taxes Peachtree Managed Payroll includes full tax filing, payment and compliance for all federal, state and local taxes and is guaranteed to be penalty free. Peachtree Managed Payroll Services The basic Peachtree Managed Payroll service includes online payroll access 24 hours a day, full tax filing service, direct deposit, check signing and sealing, over 40 standard reports, online employee access to pay stubs and W-2s, workers’ compensation and new hire reporting and ongoing assistance from our team of friendly and helpful payroll specialists. Additional Services Peachtree Managed Payroll offers the following services for an additional fee: ,[object Object]

Employee and manager self service features

HR Essentials® online HR library

Benefit accruals and accruals report

3rd party payment (non-garnishment)

Simply Accounting

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