Showing posts with label accounting. Show all posts
Showing posts with label accounting. Show all posts

Thursday, October 3, 2013

Get a Head Start on Tax Season in Four Simple Steps

While the end of the year may seem like it’s a long time from now, it’s only three short months away. When you factor in the hectic weeks of the coming holiday season, that really only leaves a few weeks to pull your tax information together to avoid the stress that being unprepared for tax season can bring.

Now is the time to think about what information you will need for the 2013 tax filing season and the steps you can take in the next few months to minimize your tax burden. To help you get a jumpstart on your end-of-year planning and organization, here are a few tips courtesy of BW James Certified Public Accountants.
1) Take a look at last year’s income tax return and determine what documentation you will need to complete this year’s return.

2) Review the expenses, retirement contributions, and charitable giving that you have planned before year-end to determine if there are any additional deductions that you may still be able to capture for this tax year.

3) Organize your receipts and invoices by category and start scanning them so you are prepared for a paperless tax preparation process.

4) If you’re not already comfortable using your portal on our website, make sure to check how the process of uploading your tax documents works and how to review your return online so these tasks are quick and easy for you during tax season.
Getting a head start on your taxes now will benefit you come tax time. Providing us with your documentation as early as possible will allow us to process your return sooner so you can receive any tax refund you may be eligible for more quickly. In addition, preparing now will also help you avoid the stress of scrambling for information with a looming tax deadline before you. And remember, we are always here to help. If you have any questions, please give us a call at 281-420-1040 or visit www.bwjames.com 

Thursday, August 8, 2013

The American Institute of CPAs

When you are searching for an accountant it is in your best interest to ensure that you are receiving the highest level of quality possible.  You can put your mind at ease knowing you’re in the best of hands if your CPA is a member of The American Institute of CPAs (AICPA).

The AICPA is the world’s largest member association representing the accounting profession, with nearly 386,000 members in 128 countries.  The AICPA has been serving the public interest for 125 years and their members are comprised of many different areas of practice, including business and industry, public practice, government, and education and consulting.  The Institute sets ethical standards for the profession and U.S. auditing standards for audits of private companies, nonprofit organizations, federal, state and local governments.  It also develops and grades the Uniform CPA Examination and offers specialty credentials for CPAs who concentrate on personal financial planning; fraud and forensics; business valuation; and information technology.  Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation.
Barry W James of BW James Certified Public Accountants is a proud member of the AICPA and takes full advantage of the education and assessment tools provided in order to better serve the public.  When you become a client of BW James you are setting yourself up for success.  

BW James LLP regards you and your business with the highest value and you receive direct one-on-one service giving your company the attention that it deserves.  

For more information about the professionals at BW James visit https://bwjames.com 


Tuesday, July 9, 2013

BW James Seeking Qualified Professional to fill Open Position

Full Charge Bookkeeper/Accounting Clerk   (Full Time)

Apply Here: Current Open Positions

One of Houston areas most progressive Next Generation Certified Public Accounting Firms that specializes in outsourced CFO, financial accounting, back office support system, advisory, and tax services is expanding and looking to add a Full Charge Bookkeeper to its exemplary team. 


Job Information:  Bookkeeping, Accounting, and Auditing Clerks


Job Location:  Baytown, TX 77520


Hours/Week:  40

Education and Experience


  • Years of Experience:  5+
  • Education:  High School/G.E.D
Starting Salary:  $ 35000-42000/Year


Tasks:
  • Operate computers programmed with accounting software to record, store, and analyze information.
  • Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
  • Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
  • Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
  • Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
  • Receive, record, and bank cash, checks, and vouchers.
  • Comply with federal, state, and company policies, procedures, and regulations.
  • Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
  • Code documents according to company procedures.
  • Reconcile or note and report discrepancies found in records.
  • Access computerized financial information to answer general questions as well as those related to specific accounts.
  • Match order forms with invoices, and record the necessary information.
  • Perform general office duties such as filing, answering telephones, and handling routine correspondence.
Work Context

Requires sitting, Requires using hands to handle, control, or feel objects, tools or controls,Requires repetitive movement, Requires contact with others (face-to-face, by telephone, or otherwise), Requires face-to-face discussions with individuals or teams, Requires writing letters and memos, Requires telephone conversations, Requires use of electronic mail,Includes conflict situations, Requires making decisions that affect other people, the financial resources, and/or the image and reputation of the organization, Opportunity to make decisions without supervision, Requires making decisions that impact the results of co-workers, clients or the company, Requires repeating the same physical activities or mental activities over and over, Freedom to determine tasks, priorities, and goals, Requires being exact or highly accurate, Requires meeting strict deadlines, Requires work with others in a group or team, Requires work with external customers or the public, Requires working indoors in environmentally controlled conditions

Work Activities:
  • Evaluating Information to Determine Compliance with Standards
  • Organizing, Planning, and Prioritizing Work
  • Establishing and Maintaining Interpersonal Relationships
  • Documenting/Recording Information
  • Communicating with Supervisors, Peers, or Subordinates
  • Updating and Using Relevant Knowledge
  • Identifying Objects, Actions, and Events
  • Performing Administrative Activities
  • Processing Information
  • Monitor Processes, Materials, or Surroundings
  • Analyzing Data or Information
  • Making Decisions and Solving Problems
  • Getting Information
  • Interacting With Computers
  • use spreadsheet software
  • enter timesheet information
  • maintain inventory of office forms
  • sort books, publications, or other items
  • compute taxes
  • prepare bank deposits
  • prepare financial reports
  • reconcile or balance financial records
  • prepare reports
  • use accounting or bookkeeping software
  • prepare billing statements
  • complete patient bills
  • process invoices
  • compute financial data
  • use computers to enter, access or retrieve data
  • perform clerical duties including typing, accepting orders, or sorting mail
  • detect discrepancies on records or reports
  • examine documents for completeness, accuracy, or conformance to standards
  • maintain balance sheets
  • compile data for financial reports
  • process account invoices
  • maintain records, reports, or files
  • fill out business or government forms
  • use word processing or desktop publishing software
  • take messages
  • fill out purchase requisitions
  • process payroll documents, records, or checks
  • prepare tax reports
Basic Skills:
  • Active Learning
  • Active Listening
  • Critical Thinking
  • Learning Strategies
  • Mathematics
  • Monitoring
  • Reading Comprehension
  • Science
  • Speaking
  • Writing
Social Skills:
  • Coordination
  • Instructing
  • Negotiation
  • Service Orientation
  • Social Perceptiveness
Complex Problem Solving Skills:
  • Complex Problem Solving
Technical Skills:
  • Troubleshooting
Systems Skills:
  • Judgment and Decision Making
Resource Management Skills:
  • Management of Financial Resources
  • Time Management
Desktop Computer Skills:
  • Spreadsheets
  • Internet
  • Navigation
  • Word Processing
  • Databases
KnowledgeRequired:
  • Clerical
  • Computers and Electronics
  • Customer and Personal Service
  • Economics and Accounting
  • English Language
  • Mathematics
Tools:
  • Calculators or accessories
  • 10-key calculator
    financial calculators
    Desktop computers
    Ledger paper
  • Ledger sheets
    Notebook computers
  • Notebook computers
    Receipts or receipt books
  • Receipt books
Technology:
  • Accounting software
  • Accounts payable software
  • accounting software
Specific Tools & Technology:
  • QuickBooks Mandatory
To Apply Online: http://www.alphaomegaws.com/current-job-opening.html

To Apply in Person:
911 S. 8th Street
La Porte, TX 77571
Google Map Directions:
http://goo.gl/maps/0N9Ow

Monday, June 17, 2013

BW James Certified Public Accountants founder chosen to attend RootWorks Academy

The exclusive premier membership-based education organization has chosen the founder of BW James Certified Public Accountants , Barry W. James, to attend the Spring Academy Conference held in Denver, Colorado June 19-20, 2013.  The Academy Level that Mr. James is a member of is limited to 100 firms throughout the United States and subject to territorial limits.

Rootworks Academy will hosts a full slate of exclusive events and forums throughout the year offering highly charged onsite forum for peer-to-peer information exchange and presentations by industry experts.  Attendees will be residing at the Cherry Creek Denver luxury hotel close to downtown Denver, Colorado. Qualifications to attend the conference is highly competitive based on firms ability to deliver new technologies, client accounting online, paperless tax processing, and practice management.  Academy members will participate in round table discussions coming away with best-practices to provide for their clients.

Barry W. James, CPA is a native of Baytown, Texas just outside of Houston.  He has practice financial planning, estate planning, and public accounting for over 30 years.  Beginning in 1982 when he earned his Bachelor of Science degree from the University of Houston at Clear Lake, Barry began his professional journey by joining a local Baytown accounting firm. After a few years and the recognition of attaining his Certified Public Accountant Certificate in 1987,  Barry transitioned to the next level by opening what has become one of the leading locally-owned and operated CPA firms in the Houston, Baytown,  and Clear Lake area; providing exceptional tax and accounting services to a diversified client base.   Today the firm has grown to include 2 other CPA’s and 3 support staff as they continue to offer leading edge accounting and tax service to a diversified client base throughout the United States in a small boutique  practice setting.

BW James Certified Public Accountants is located just outside of Houston at 721 E. Texas Ave. in Baytown, Texas.  Barry W. James and his team of tax and financial professionals can be reached by calling 281.420.1040 or visiting https://www.bwjames.com.