We Deliver Clean Books to You…and Your Tax Professional
Your CPA and tax advisors need accurate financial records.
And you deserve to stop worrying about keeping the books for your business.
Robert G. Neumann Accounting Services meets both of those needs by delivering high-level remote bookkeeping services to businesses in all 50 states.
Our clients stay for an average of six years, with some remaining for 15 years or more. That is not a marketing claim. It’s what happens when bookkeeping is done right, month after month, with plain and honest communication from start to finish.
What We Do Each Month
We handle your books so you don’t have to. Every month, we record your sales and transactions, reconcile your bank and credit card accounts, review payroll reports, and deliver your financial statements.
One thing we do not do: taxes.
We prepare your books.
Your CPA handles tax preparation.
That clean division in roles keeps everyone’s work accurate and removes a common source of costly confusion at tax time.
We built our company around business bookkeeping services, handled entirely by our team, so you can focus on running your business.
Specifically, we provide:
- Monthly Bookkeeping: We record your income and expenses each month so your books show exactly where your money went.
- Reconciliations: Every bank and credit card account statement is matched to your records each month. No surprises.
- Payroll: We review the reports from your third party payroll service for every payroll period. This review process ensures that the dollar amount of wages, deductions, and taxes is recorded accurately each time.
- Financial Statements: Draft Balance Sheet, Profit and Loss, and Cash Flow Statements are delivered each month in a format your CPA, banker, or investor can read – without wasting time (and running up your bill) to find answers to simple questions.
- Catch-Up Bookkeeping: If your books have fallen behind, we can bring them up to date before your tax professional needs them. That means there’s no need for costly CPA fees to get your books current.
Why Clients Stay
Robert G. Neumann Accounting Services has interviewed nearly 300 prospects over the course of 20 years. Of those, 89% accepted the written proposal after the first meeting. The average client tenure is six years. Those numbers reflect something simple: when clients find a bookkeeper they trust, they stop looking.
Robert Neumann founded the practice in 2007 after 25 years in accounting and management. He has held every financial role in a company, from accounting clerk to CFO. That background matters because he understands what your books are actually for: cash flow decisions, loan applications, investor reviews, and year-end tax reporting.
A bookkeeper who only knows bookkeeping gives you data. Robert gives you the complete picture you need to be successful.
Read more about Robert’s background and the team’s qualifications.
All services at Robert G. Neumann Accounting Services are provided by degreed bookkeepers who hold either a two- or four-year accounting degree from an accredited college or university. Work is performed on company-owned hardware, connected to a virtual private network (VPN) as one safeguard for sensitive financial data. A senior general ledger accountant reviews all reports before they are delivered to clients.
Robert G. Neumann Accounting Services produces draft financial statements that are compliant with Generally Accepted Accounting Principles (GAAP). For business owners, that means your Balance Sheet, Statement of Profit and Loss, and Statement of Cash Flows meet the same standards that banks, tax professionals, and investors expect. Consequently, no re-formatting is required by you when you need to present important financial information to other professionals or institutions.
How It Works
Step 1:
Free One-Hour Consultation
Robert meets with you online or in person to understand your business, your current books, and which problems you would like to solve. No charge, no obligation. This hour is for you to evaluate whether Robert G. Neumann Accounting Services is the right fit.
Step 2:
Written Proposal
Within a few days, you receive a written proposal with a clear scope of work and estimated costs. You know exactly what it costs before you commit to anything. The estimate is reasonably on your communication with Robert about your books during the one-hour initial consultation.
Step 3:
Monthly Service
Once the start-up phase is complete, our staff begins your monthly bookkeeping. You receive your draft financial statements, and a clearer picture of where your money went. At year end, we complete a “trial balance” with any necessary “adjustments,” and prepare draft annual statements for review and approval. Once approved, the books are ready for your tax professional.
Questions before you book? Call (510) 523-3368.
Who We Work With
Robert G. Neumann Accounting Services provides outsourced bookkeeping to businesses across all 50 states. Robert is based in Alameda, California and meets with clients online or in person throughout the Bay Area and beyond.
Industries we serve:
- Restaurants and food service
- Retail and e-commerce
- Contractors and trades
- Real estate agents
- Startups and solo owners
- Wholesale and distribution companies
- Design and creative firms
- Professional services and consultants
If you run a for-profit business and need monthly bookkeeping services, there is a good chance we already work with companies like yours. See the full list at this link for the industries we serve.
Start with a Free Conversation
The first step costs nothing. Book a one-hour conversation and by the end of it you will understand exactly what monthly bookkeeping with Robert G. Neumann Accounting Services looks like and what it will cost. No pressure, no obligation.
Robert meets with new prospects every week. If you are ready to hand the books to someone you can trust, this is where to start.
Call: (510) 523-3368 Email: inbox@rgnaccounting.com