Accountants and bookkeepers perform distinctly different tasks for the businesses they serve. Bookkeepers are responsible for on-going maintenance of their clients’ general ledgers. A bookkeeper’s common responsibilities consist of:

• Compiling data on a daily basis

• Categorizing expenses in the general ledger

• Reviewing the general ledger for accuracy

• Reconciling bank statements against the general ledger

• Generating financial statements

Accountants use the accurate and up-to-date general ledger maintained by the bookkeeper to provide advisory services, such as:

• Analyzing the company’s financial data

• Preparing income tax returns

• Providing tax planning advice

Martz provides the following services:

• Money-in/revenue reconciliation – Recording deposits, matching payments to accounts receivable, cashflow management

 

• Expense management – Expenses categorization, accounts payable, receipt and mileage tracking

 

• Bill payment – Online bill payment, document storage

 

• Financial reporting – Producing/reviewing financial statements from GL (Income Statement, Balance Sheet)

 

• Accounts Payable

 

• Payroll services – Coming Soon!

Yes, if we provide bookkeeping to 2 or more of your companies, you will get a discount for having multiple accounts with us.

• Professional services – Real estate agents, insurance agents, financial advisors and more

 

• Home service contractors – HVAC technicians, plumbers, electricians, painters and more

 

• Health and wellness – Gyms, salons, spas, dentists and more

 

• Restaurants – Quick-service restaurants, fine dining restaurants, coffee shops, caterers, specialty food providers and more

Martz Bookkeeping charges a flat monthly fee based on your needs and requirements. Packages start as low as $150 per month.

Yes, we offer a Referral Program. If a new client hires our service, you will get a discount on your next month’s invoice!