McBooks Inc.
The Team You Can Trust.
Professional Bookkeeping Services - Celebrating 20 Years in Seattle
Contact Sukie Jefferson at sukie@mcbooksinc.com or 510-435-6852.
Need a Highly Specialized, Part-Time Bookkeeper?
Maybe it’s time to think INSIDE the box.
You hand us this:
McBooks will:
- Pay your bills
- File your forms
- Reconcile your bank accounts
- Prepare your monthly financial statement
About McBooks
Until you need a full-time bookkeeper, you need McBooks!
Chances are, you started your business or joined a nonprofit to do what you love to do -- not because you love to do accounting. Thankfully, McBooks is staffed with people who love accounting, organization, workflow and order.
Why pay for full time bookkeeping services you don’t need? Your dedicated McBooks bookkeeper is always a phone call away. We work remotely and exchange files through a secure courier service.
Focus on your job while never losing sight of your finances.
How McBooks Works
Most small businesses and nonprofits get into trouble when they delegate bookkeeping tasks to an untrained administrative assistant or volunteer.
Elevate this precise and important work to a McBooks Professional Bookkeeper.
- We know the laws
- We know accounting standards and practices
- We’re efficiency and workflow experts!
McBooks provides you with a dedicated, professional bookkeeper who:
- Knows your business
- Knows your industry
- Knows your team
- Knows your process
- Knows your lingo and shorthand
- Rarely steps into your office!
Getting Started with McBooks:
During our kickoff meeting, your team and our team will discuss your bookkeeping needs. We’ll explain McBooks’ proven and efficient system to see if we’re a good fit.
Once you give us the green light, we’ll create a schedule to fit your workflow, priorities, deadlines and budget. Finally, we’ll teach you our system and we’re off and running!
Your Role:
- Code your receipts, unpaid bills and paid invoices
- File these papers in a McBooks Box along with your timesheets, tax forms, bank statements, credit card statements and other necessary paperwork
- Every piece of paper has its place in the box -- code and file it once and you’re done!
- All it takes is a few minutes a day.
- No shoebox of receipts
- No pile of unattended bills
- Have everything ready to go for your pre-scheduled courier pick-up
- Monthly, Bi-Weekly or Weekly
Our Role:
- Pick-up the box and replace it with a new one for you to fill
- Pay your bills
- Prepare payroll
- Deliver checks ready to be signed
- Manage employee direct deposit
- Invoice clients
- File 1099s
- Input receipts
- Track expenses to clients and job numbers
- Reconcile bank statement
- Reconcile credit card statement
- File and pay quarterly city and state taxes
- File and pay monthly sales taxes
- File and pay payroll taxes
- Prepare Federal Tax documentation for your CPA
- Post all financial data using generally accepted accounting principles
For Nonprofit Organizations, we do all of the above, plus:
- Prepare accountability reports
- Track income and expenses to grants
- Track donor activity
- Monitor pledge fulfillment
- Prepare audit schedules
- Assist auditors during annually scheduled audits
- Prepare finished financials to help CPA prepare 990 tax returns
All clients receive:
- Monthly financial statements
- A detailed, at-a-glance look at your finances
- Usable for loan applications and financial audits
McBooks For Business
No matter how small your business, lost receipts and unpaid invoices can add up to a big mess if you don’t stay up on your accounting. McBooks has a proven accounting system that’s easy to learn, easy to manage and way more affordable than handing over a shoebox of paperwork to an accountant.
The McBooks Box takes up little desktop space, yet it becomes the financial hub where all receipts, bills, invoices and tax forms go.
Receipts
Whenever you buy something, write a simple code on it and file it in the box. McBooks always includes your latest code list inside your box. Need to add a code? It’s a snap.
Using this system, McBooks will:
- Track purchases to individual client projects
- Provide back-up when billing your clients for these expenses
- Reconcile receipts with your monthly credit card statement
- Ensure all checks and credit/debit receipts are recorded so you don’t miss any tax deductions
Taxes
Why pay your CPA to comb through your finances? McBooks makes their job easier which saves you money. We will:
- 1099 all eligible vendors and sub-contractors to avoid annual penalties
- Prepare State and City excise and sales taxes monthly or quarterly or annually
- Prepare W-2s annually
- Prepare and electronically file and pay all payroll reports and payroll taxes (monthly or quarterly)
Plus, our monthly financial statements and year-end financial statements provides an at-a-glance look at your income with all of your income and deductions information exactly where your CPA needs it.
Payroll
McBooks can easily handle your payroll.
- Send us your approved timesheets and we will process direct deposit paychecks (recommended) or cut physical checks for you to sign and distribute
- If you use a payroll service, we can post payroll records to your books using their summary reports
Income
McBooks ensures your deposited checks get logged and tracked -- by client, project or category.
- We can reflect customer deposits and payments on their upcoming invoices.
Bill Payments
McBooks ensures your bills get paid on time. The happier your vendors are, the happier your clients will be.
- Place all of the bills you paid into one folder -- note the check number on each one and we will enter payment into the system.
- Place all of the bills you need to pay into another folder -- we will log them and either pay electronically or cut checks for you to sign.
All you need to do is prepare your box for its scheduled pick-up; we’ll handle the rest!
McBooks For Nonprofits
Charities are held to many of the same responsibilities and accounting practices as businesses -- and the bottom line is equally important. McBooks knows the ins and outs of nonprofit bookkeeping and will keep your organization on the right track.
Lost receipts and unpaid invoices can add up to a big mess if you don’t stay up on your accounting. McBooks has a proven accounting system that’s easy to learn, easy to manage and way more affordable than handing over a shoebox of paperwork to an accountant.
The McBooks Box takes up little desktop space, yet it becomes the financial hub where all receipts, bills, invoices and tax forms go.
Receipts
Whenever you buy something, write a simple code on it and file it in the box. McBooks always includes your latest code list inside your box. Need to add a code? It’s a snap.
Using this system, McBooks will:
- Track purchases to specific projects, grants or other funds
- Provide documentation for annual audits and the public record
- Reconcile receipts with your monthly credit card statement
- Ensure all checks and credit/debit receipts are recorded so you don’t miss any tax deductions
Taxes
Why pay your CPA to comb through your finances? McBooks makes their job easier which saves you money. We will:
- 1099 all eligible vendors and sub-contractors to avoid annual penalties
- File and pay all of your state and city excise taxes and state sales taxes on time
- Electronically file and pay all payroll reports and payroll taxes (monthly or quarterly)
Our monthly financial statement and year-end financial statement provides an at-a-glance look at your books to help your CPA prepare a 990 tax return.
Payroll
McBooks can easily handle your payroll.
- Send us your approved timesheets and we will process direct deposit paychecks (recommended) or cut physical checks for you to sign and distribute
- If you use a payroll service, we can post payroll records to your books using their summary reports
Income
McBooks ensures your deposited checks get logged and tracked -- by client, project or category.
- We can reflect customer deposits and payments on their upcoming invoices.
Audits
While annual audits are part of the nature in the nonprofit world, they don’t need to be a headache. McBooks makes the process easier on your and your auditors. We will:
- Prepare audit schedules
- Assist auditors throughout the process with documentation and back-up requests
Donations & Grants
Many nonprofits get their income from hundreds if not thousands of supporters. McBooks makes it easy to keep track of every cent from every source.
- Grant payment tracking
- Donor pledge tracking
- Fundraiser cash: documentation and deposits
Bill Payments
McBooks ensures your bills get paid on time. The happier your vendors are, the happier your employees, clients, donors, patrons and other publics will be.
- Place all of bills you paid into one folder -- note the check number on each one and we will enter payment into the system.
- Place all of the bills you need to pay into another folder -- we will log them and either pay electronically or cut checks for you to sign.
All you need to do is prepare your box for its scheduled pick-up; we’ll handle the rest!
Become a McBooks Client
McBooks is currently accepting applications for new clients.
Not every potential client is a good fit for the McBooks system. Some require the extra attention of a part time bookkeeper that visits your office and works with you in person. Some require a full time, in-house bookkeeper.
If you’re a small to medium size business or nonprofit organization, you can save a lot of time, money and stress by managing your books the proven McBooks Way!
A Good McBooks Client must:
Honor the scheduled activity window:
- Your deadline is your scheduled Courier Pickup
- You hit your deadline; we’ll hit ours -- every time!
Commit to a two-year contract:
- We’ll invest in you, learn your business inside and out, and come up with innovative, cost-saving solutions to your bookkeeping needs.
- Once you learn our system, you’ll realize there is no easier way to manage your finances.
- Most clients have been with McBooks for years or even decades!
Transition your system to QuickBooks Pro:
- McBooks uses the QuickBooks Pro platform
- Daily remote data backup on our servers
- USB data backup for your computer
- Delivered via thumb drive after each processing
Have your cash flow in order:
- McBooks is fast and affordable because we tightly schedule when we work on your business -- and when we work with other clients
- We can’t provide this savings by constantly juggling when we can and cannot pay your employees and vendors
Remember this:
- Bookkeepers are not CPAs -- CPAs are not bookkeepers
- McBooks makes your CPA’s job a lot easier, for a lot less
- McBooks Plans start at $70/hour!