Managing Member and Bookkeeper
Jalon Bookkeeping, LLC
Questions Stephan has been Asked
What type of approach do you bring to bookkeeping?
My approach is to try to blend with what the client needs. For some, all they want is to have things ready for tax season. So, that’s my approach. Someone else may need more thorough reporting, and I provide that. Some want to get very involved; some want as little involvement as possible.
How does the process work?
I start by asking a lot of questions. What do they want from the books? For those who’ve had a bookkeeper, I ask: What were they happy about? What weren’t they happy about? Most clients who’ve had bookkeepers want continuity more than anything else. It’s my job to adjust.
What is the unique benefit of working with your company?
If somebody is primarily interested in having good financial management and control of their operation, I’m a good bookkeeper for that person. What I like most is measurement. I help equip people to make good decisions.
What are other ways in which clients benefit from using bookkeeping services?
How many people work at Jalon Bookkeeping?
How long have you been in the bookkeeping business?
Since early 2009. Before that I was a land surveyor and kept books for people during layoffs.
Do you work remotely or in person at clients’ offices?
Whichever way works better for the client. When clients want me to work remotely, they have different ways of supplying documents or access to their software. I try to adapt to each one’s preference.
Do you prepare tax returns?
On the whole, I don’t. I prepare Forms 1099-NEC and 1099-Misc. I have prepared certain state information returns from accountant-signed federal returns. However, I may not—and do not—sign anything. I do consult clients’ tax advisors about how to record transactions to make their work for the client more efficient.
Have you worked with payroll?
Yes, a lot. The only thing I have not done over the years is work with online time clocks or commercially programmed time sheets.