Types of Clients I Work With
While every business keeps books and records, each business type has some special needs. Here are a few:
Retail: Most retail businesses maintain inventory, so an inventory system needs to be set up. Some businesses use a cash register tape, while others use QuickBooks Point of Sale software.
Memberships: Golf Courses, Athletic Facilities, and Non-Profits are types of businesses that have annual membership dues.
Churches: Churches keep confidential donations by members. Church employees have special rules.
Tips: Hair Salons, Taxicabs, Restaurants and others have special reporting requirements for employees receiving tips.
Landlords: Required to keep books and records by property location
Non-Profit: Generally keep books and records for each grant or income source.
Partnerships: Must keep partner withdrawals for each partner.
Job Costing & Invoicing: Contractors, Consulting, Architects, Attorneys, Dentists, Landscapers, Janitorial and others may keep records by client or client type – for invoicing and job costing purposes.
Multi-State: Businesses with sales in more than one state will need to keep sales by state.