Preferred
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Crafting Back Office Solutions for Your Small Business
Crafting Back Office Solutions for Your Small Business
The engine that drives the smooth functioning of a business. It encompasses an array of critical functions, from account reconciliations and payroll to HR management and business advisory.
The Preferred Approach
A woman-owned back-office business that focuses on service-based small businesses. Preferred tailors our services to fit each client’s needs by asking the right questions and, more importantly, actively listening to the answers.
Our Services
Reconcile bank and credit card accounts
Categorize transactions
Invoice clients
Annual close of books
Annual meeting to review books and prepare next year
All Services in Accounting Package
Setup bill payments for client to approve
Track, gather and setup W-9 information for 1099 vendors
Communicate with Payroll company to run payroll and resolve any issue
Resolution of vendor issues
All Services in Controller Package
Quarterly meetings to review books and prepare next year
Produce 1099s for end of year reporting. Cost of filing with Federal and State governments included
Budget setup, modifications and analysis, run monthly budget versus actual report. Send to client
A/R and A/P tracking
Keep track of and pay tax estimates.
Testimonials
NextCap Search worked with Preferred Small Business Solutions for over 6 years, and they were an essential part of our business from the very beginning. They helped us get set up when we were just starting out and continued to provide extremely reliable payroll, bookkeeping, retirement plan and other administrative support ever since. They worked seamlessly with our PEO and saved us countless hours of time. Donna and her team are professional, responsive, and a pleasure to work with. Highly recommend for any small business looking for dependable bookkeeping and back-office support!
Recruiting Firm
After the death of our longtime co-worker, we worked with a few different accounting firms to figure stuff out with no success. Donna and her team at PSBS understood our issues and were terrific. We finally feel that we are in GREAT hands. Highly recommend!
Record Label
I’m honestly not sure what I would do without PSBS. The freedom of running the front end of my store, knowing that they are taking care of the rest, is priceless. Upon the start of our relationship, everything was cleaned up, reorganized and explained to me. Moving forward, they are always in communication and treat me, a small store, like an enormous company – no question or transaction too small. Connecting with PSBS will be one of the best decisions you make for your business, big or small.
Printing Shop
Preferred SBS has been an asset to my business. Working with Donna and her team has significantly streamlined my administrative processes, giving me more time to focus on client work and business development. Most importantly, my books are in better order! Preferred SBS is a pleasure to work with — they are detail-oriented and timely in their responses. I would recommend them without hesitation.
NYC Graphic Design Firm
On their first visit to my office late last year, Preferred Small Business Solutions found stacks of paper, scattered receipts, and bank statements in their original envelopes. I had a sense of what needed to be paid and more or less what was in the accounts. This year, because of PSBS, our family business will issue its first annual report and every account has been reconciled. Chaos has been replaced by accountability and transparency. Sometimes ‘thanks’ feels like too small a word.
Property Manager
I was struggling to find the right life insurance policy after the birth of my children. I approached Preferred Small Business Solutions for advice and, within minutes, they responded with a referral to a fully-vetted insurance broker. I have been working with the broker ever since and have been incredibly satisfied. Preferred Small Business Solutions is prompt, resourceful and responsive, and their large professional network gives them an edge.
Attorney
my payroll and accounting functions over to PSBS, because now I have more time to spend on my clients’ projects
Interior Decorator
Certifications