Welcome and thank you for visiting our website. In addition to providing you with insurance services , we provide quality accounting, bookkeeping and payroll services that will result in the best solutions for our clients. This website has been designed to become a helpful resource tool to our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.
We understand what drives creative people to succeed. Life is about more than acquisition. It is also about purpose. Our financial services are designed to help you identify and achieve your goals. What could be more liberating than to actually get to where you want to go?
Making It Happen
We provide each client with the convenience of one-stop financial services that are seamlessly coordinated, and an environment where your needs are understood and acted upon. Please feel free to contact us with any questions or comments you may have – we would love to hear from you. We pride ourselves on being proactive and responsive to our clients’ inquiries and suggestions.
UniFirst Insurance & Financial Services, based in Porter Ranch / Northridge , California. We are a full service, offering business support services including: corporate accounting, bookkeeping and payroll services. Whether your office is in the Los Angeles County or outside of LA we can help. Our focus is providing key business support services and solutions while maintaining personal relationship with each client, regardless of the physical location.
We understand your need to save time and will work with you to find effective solutions for your business needs. We strive to build and maintain long-lasting business relationships.
Please feel free to contact us for additional information about the services we offer. We can assist you on either a temporary or on-going basis. Listed below are just some of the services we provide to our clients. Other languages spoken at our office include English and Farsi.
– Bookkeeping
– Comparative Financial Statements
– Payroll
– On-line Outsourced Accounting and Bookkeeping
– Budget Preparation & Business Guidance
– Tax Efficient Strategies
Books a Mess: No Problem!
If you own a small business and haven’t kept up your bookkeeping, don’t worry. We can help you. We’ll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return. Then we’ll help you set up an easy system that allows you to keep your books in tip-top shape next year.ervices
In UniFirst Insurance & Financial Services we can help you to provide full-charge bookkeeping in all your daily accounting needs: invoices and statements, accounts payable, cash receipts and disbursements, bank reconciliations and recurring reports. Your bookkeeper will be in contact with you daily by Instant Messenger, email or phone with any questions or concerns
Summary of Bookkeeping Services
Bookkeeping Functions Performed Daily:
- Record Vendor Invoices
- Reconcile Vendor Statements
- Record Sales Invoices
- Record Customer Payments
- Track Customer Under Or Over Payments
Bookkeeping Functions Performed Weekly
- Provide Signature Ready Checks And/Or Set Up Online Bill Payments
- Weekly Accounts Payable Aging Report
- Weekly Accounts Receivable Aging Report
- Record Payroll
- Prepare Spreadsheet For Payroll Processing And Transmit To Your Payroll Company
- Track Employee Advances
Bookkeeping Functions Performed Monthly:
- Prepare Bank Account Reconciliation
- Record Individual Credit Card Purchase Transactions
- Prepare Credit Card Reconciliation
- Reconciliation Payroll Plans (Cafeteria, Disability Insurance, HRA, Simple IRA, Vacation)
- Maintain Vendor W-9 Information
- Process Use Tax
- Prepare Sales Tax Return
Monthly Reporting:
- Balance Sheet
- Profit and Loss Statement – Month
- Profit and Loss Statement – Year-to-Date
- Cash Flow Statement
- Accounts Receivable Aging
- Accounts Payable Aging
- General Ledger
- Bank Reconciliation Report
Additional Services:
- Monthly or Quarterly Telephone Consultation to Review Financials
- Sales Tax Reporting
- Estimated Tax Payments
Our Commitment
We are dedicated to providing our clients with information, knowledge and tools to help our client run their business more successfully.
Our goal is to process all work on time with the highest level of accuracy possible. We are committed to promoting and fostering customer loyalty and long term customer relationships. We will continuously evaluate new services offerings that will add value and resources for our clients.
” We believe that our own business will succeed if it is only goes through the success of our clients “
For more information, please complete the contact form and we’ll be in touch…
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