Bookkeeping

OnTrack Financial understands the challenges and demands businesses face in today’s competitive climate. We work closely with a wide range of companies and organizations from all types of industries.

  • Accounts Receivable and Collections
  • Cash Flow Problems
  • Irregular Financial Reports
  • No Record of Minor Expenses
  • Unorganized Paperwork
  • Poor Payroll Management
  • Not Closing Your Accounts

Professional, Accurate Bookkeeping Service
from On-Track Financial

We offer an affordable professional bookkeeping service for small to mid-size businesses. Our specialists
can manage your financial books, while you focus on what matters most..

Serving Mount Laurel Township, New Jersey Area

For many years, On Track Financial provides financial services and programs for companies in the tri-state region such as New Jersey, Pennsylvania, and Delaware. We offer bookkeeping services for both companies and non-profits in Mount Laurel, New Jersey. We also serve adjacent Burlington County townships such as Marlton, Moorestown, Hainesport and Lumberton townships

Bookkeeping Key Components

Payables

Posting and payment of vendor accounts payable and expenses including sales taxes.

Invoicing

Preparing and mailing of invoice including posting of payment deposits and tracking receivables.

Payroll

Processing of Payroll including the allocation of employee contributions & payroll taxes.

Banking

Bank, credit card & loan transaction posting and balancing of bank /credit card statements.

Reporting

Preparation of monthly, quarterly, and/or annual financial statements and reporting of W-2s and 1099s.

Assistance

Assistance with Insurance, State & Federal Agencies Inquiries and Audits

Additional Financial Services Offered

We offer an array of additional financial services constructed to help guide your business

Financial Controller

Strategic Planning

Payroll Services

Accounting Software

Our Bookkeeping Benefits

Our bookkeeping service offers benefits

  • A dedicated bookkeeper will always keep detailed records up to date.
  • Thoroughly detailed recording of all transactions.
  • Always Compliant with the Law.
  • Instant Reporting.
  • Better Relations with Banks and Investors.
  • Better Tax Prediction.
  • Faster Business Response Time.
  • Faster Financial Analysis.

Question You Might Have Regarding Bookkeeping

What Sort of Credentials Do You Have?

Technically, anyone can call themselves a bookkeeper. Only partner with someone who can prove they
have relevant degrees, certifications, and accomplishments. If you work with Quickbooks you will want
to work with a QuickBooks Certified ProAdvisor, ideally one who is Top 10 in at least one region.

What is Your Level of Expertise?

Some bookkeepers are generalists while others are specialists. Determining what kind you need
depends on your motives for hiring a bookkeeper. A generalist will be able to handle routine workloads,
but a specialist can help with the more confusing or consequential aspects of accounting.

Are You An Individual or Part of a Team?

Some bookkeepers are a one-man operation while others work within large and diverse teams. One is
not necessarily better than the other, but it’s important to understand the depth and breadth of
resources at your bookkeeper’s disposal.

What Security Practices Do You Follow?

Anyone with access to sensitive employee and financial data must guard it aggressively. Find out what measures a prospective bookkeeper takes to ensure digital security and personal privacy. Follow up by exploring what happens if security is breached for any reason.

Who Will I Work With Directly?

The bookkeeper you interview may not be the one you actually work with directly. On the contrary,
some firms channel clients through a maze of junior associates and complex phone trees. Establishing
who your point of contact helps you understand what kind of service a bookkeeper actually provides.

What is Your Technical Background?

Good bookkeepers know as much about technology as they do about accounting principles. Look for someone with a broad technical background, as well as extensive experience with your specific
accounting solution. Having vendor-specific credentials does a lot to demonstrate a candidate’s
expertise.

Where is the Work Performed?

Bookkeepers may work on-site or from a remote location. Having one on-site makes it easier to
exchange information and ask questions, but it also eats up office space. Establish where and when the
work is performed, plus how you prefer to exchange information.

How Will You Collaborate with Our In-House Accountants?

Together, your bookkeeper and your in-house accountants manage all your finances. It’s important for
both parties to work collaboratively and communicate regularly. Find out what steps the bookkeeper is
willing to take to ensure this relationship is a productive one.

Is There Anything You Can’t Provide?

It’s important to ask this question explicitly because you don’t want there to be any confusion about
who you’re hiring. Some bookkeepers either can’t or won’t provide certain services, and which services
those are can be unexpected.

Can You Train Our Employees?

Bookkeepers are a valuable resource for improving your in-house accounting, but not all of them are
equipped to share their expertise. If you anticipate needing training, verify that your new bookkeeper
can handle the full scope of the project.

WE CAN KEEP YOUR BUSINESS ON TRACK

Our expertise can bring balance to your everyday workload and allow you to focus on the aspects of your business that you’re most passionate about.  We are here to help with your financial needs. To contact our advisers, call us at 856-552-3500,. You can email us at sales@otfinancialinc.com or write to us at 137F Gaither Drive, Mount Laurel, NJ 08054.