11100 NE 8th StSuite 400Bellevue, WA 98004

Voice: 425-454-7990Fax: 425-454-7742Toll Free: 800-876-6931

www.bpcpa.com www.bpcpa.com

Accounting Support & Bookkeeping Services

Berntson Porter is widely recognized for timely and thorough annual, interim and special bookkeeping projects. We provide accurate, comprehensive bookkeeping services to support businesses and individuals.

www.bpcpa.com

HOW CAN WE HELP YOU?

Assistance with Payroll Tax Reporting:• 1099/1096• W-2/W-3

Special Projects:• Data Entry

Catchup• Account

Reconciliations• Payroll Tax

Filings• Internal

Controls

Family Wealth

QuickBooks Setup and Training

Fringe Benefits Reporting

Small Business Bookkeeping

FAMILY WEALTH

▪ Manage Bank Accounts ▪ Bill Payments and Bank Deposits ▪ Credit Card Tracking and Payments ▪ Track Investment Activity ▪ Track Gifting ▪ Rental Properties ▪ Work with Tax Preparers to Assist with

Estimated Tax Payments and Annual Filing

SMALL BUSINESS ACCOUNTING

Full Range of Services Including:

▪ Client Invoicing ▪ Bill Payments ▪ Account Reconciliations ▪ Payroll Reporting ▪ Revenue Filings ▪ Financial Statements Including by Class or

Project

QUICKBOOKS SETUP

▪ Assist with Selection of QuickBooks Product ▪ Chart of Accounts Setup ▪ Beginning Balance Entry ▪ Training

At Berntson Porter we put people first, whether you’re a client, employee, or a community member.

ANNUAL PAYROLL REPORTING

▪ Preparation of Annual 1099/1096 and W-2/W-3 Forms

▪ Assistance with IRS Notices Relating to Payroll Forms 941 and 940, and Preparation of Corrected Filings

▪ Shareholder Fringe Benefits Related to W-2 Gross Earnings

SPECIAL PROJECTS

▪ Clean-Up Data Entry ▪ Bank Reconciliations ▪ Internal Controls ▪ Software Conversions

ABOUT BERNTSON PORTER

Berntson Porter is a premier Certified Public

Accounting and planning firm that helps

clients identify, clarify and achieve their goals.

In addition to providing tax, accounting and

a wide range of consulting services, we help

clients manage their wealth and insurance

needs through our affiliated firms. Through

our extensive network of partners, we serve

clients across the globe, helping them expand

nationally and internationally.