OUR SERVICES

We strive to help take your mind off balancing your books so that you can focus on the work that you do best.

We are skilled in basic accounting tasks as well as more complex accounting needs.  Some of our offerings include but are not limited to:

FULL SERVICE PAYROLL

We provide full-service payroll services for clients who have payroll.  Prepare and file quarterly and annual payroll tax returns.  We also can work with existing payroll service providers.

BALANCING & RECONCILING ACCOUNTS

Monthly bank reconciliations for cash and credit card accounts, review unpaid vendor bills aging.

RECORDING TRANSACTIONS IN QB

Paying vendors, billing customers, receiving payments from customers and handling bank deposits and recording such in accounting software.

CUSTOMER MONTHLY STATEMENTS

Review accounts receivable and send monthly statements.  Work with your customers on payment needs.

BUDGETING

Preparation and tracking of annual budget.

REVIEW PROJECTED CASH FLOW

Preparation of cash flow statement to forecast cash needs for future time periods.

SALES TAX RETURNS

File and pay quarterly sales tax returns.

PROJECT/GRANT TRACKING

Track expenses for individual projects or grants; prepare financial statements for granting authorities.

GENERAL LEDGER WORK

Review general ledger on a regular basis with client.

FINANCIAL STATEMENTS

Prepare monthly or annual financial statements for review by client.

YEAR-END CLOSE OUT

Closing of books including any additional adjustments as necessary.

 
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Common Ground Dispute Resolutions

I have had the pleasure of working with Susan Van Tassel and her team for several years.  I have found them to be professional, reliable, extremely easy to work with and especially knowledgeable in the non-profit area of accounting principles and practices.  SVT Bookkeeping thoroughly researches areas to provide the best guidance for her clients and keeps abreast of continuing education classes to ensure that her knowledge is the most up to date.

SVT manages an array of responsibilities at Common Ground Dispute Resolution, Inc., a 501c3 under contract with the NYS Court System, from payroll to preparing contract budgets and final audit adjustments with our Auditor.  I highly recommend them for all of your bookkeeping needs.

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Goodness Ventures LLC

As a small hospitality company that owns and operates several businesses, it is imperative that we have an accounting and bookkeeping partner that works with efficiency, integrity and accuracy. SVT Bookkeeping is all this and more! Add to this a team that is altogether courteous, responsive and ever helpful -- and honestly you cannot find a better accounting and bookkeeping solution.

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PS21 Chatham

Greatly appreciate your prompt, friendly and knowledgeable service…they're a great asset to our organization!!

Davren Global

We have used SVT for years and rely on them to provide prompt, insightful, accurate support for all financial matters. They have never let us down!

Time & Space Limited

Since 2016, co-founders Claudia Bruce and Linda Mussmann have depended 
on the professional services that SVT Bookkeeping provides to Time & 
Space Limited, including weekly, monthly, and annual record keeping.  
There is no doubt that TSL’s finances are in skillful, capable hands.

SVT Bookkeeping prepares TSL’s books with a knowledge of what is needed 
by year-end in an organized and thoughtful manner which makes the 
annual audit a clear, straight-forward process. SVT is always prompt 
when providing reports and works as a solid team. 

In addition, SVT keeps up to date on new information and requirements 
that impact not-for-profits, like TSL.