Hamilton Bookkeeping

Client Forms
Thank you for considering Hamilton Bookkeeping. By using our services to gain control of your bookkeeping and paperwork, you will gain an in-depth knowledge of how your business works; and by using this knowledge, you will gain the freedom to make better business decisions. Please download your Client Forms located on the right.

Important Links
Internal Revenue Service (IRS)

Massachusetts Department of Revenue

The Enterprise Center, Salem - The Enterprise Center offers a multitude of business resources and provides programs and seminars, conference facilities and office space to help businesses grow and be successful. Many of their resources are offered free of charge.

Carbonite OnLine - Backup your stuff! Will you survive a PC disaster?  Every year 43% of computer users lose irreplaceable emails, documents, photos and other files. $50/yr per computer. Peace of mind doesn’t get any better than that.

You Send It - Are your files too large to send as an attachment to an email? Use YouSendIt.com. Easy, safe, free.

Spyware Cleaners - Spybot and Ad-Aware

US Small Business Administration - An invaluable resource for providing information and lending money. The SBA helps Americans start, build and grow businesses, through an extensive network of field offices and partnerships with public and private organizations.

IRS - Believe it or not, the IRS has a pretty good website! Helpful hints on starting and running your business, W-9s for your vendors, W-4s for your employees, that kind of thing.

Commonwealth of MA - Click on the "For Businesses" tab to get lots of useful information for starting and running a business in Massachusetts. File taxes, ask questions, get guidelines.

Professionals
(Print Helpful Professionals List)

Accountants

Vesey & Company, Danvers, MA
Contact: Steve Vesey or Dan Rich
(978) 774-3000

Wexler + Associates, Woburn, MA
Contact: Shirleyann-Soltys, CPA
(781) 460-2210

Ron Lawrence, CPA, Beverly, MA
(978) 927-4521

Anthony & Dodge, PC, Hamilton, MA
Contact: Sarah Willwerth-Dyer
(978) 468-6268

Shuman & Epstein, CPA, Peabody, MA
Contact: Larry Shuman or Gary Epstein
(978) 531-2600

Cathy Rumery, Beverly, MA
(978) 922-5990

Lark Bolduc, CPA, Danvers, MA
(978) 774-2198

Julia Tiernan, CPA, Peabody, MA
(978) 535-8232

Business Attorney

Joseph M. Princi, Esq., Beverly, MA
(978) 921-4020

Attorney (employment issues)

Jeanne Colachico, North Andover, MA
(978) 557-5435

Bankers

Salem Five Bank
Contact: Dennis Barnett or Brad Hunt
(978) 745-5555

Century Bank
Contact: Jerry Bovardi
VP, Business Development Officer
(781) 586-8705 (direct)

Corporate Gifts

The Dazzling Dot, Topsfield, MA
Contact: Heidi Bond
(888) 575-1222

Corporate Events

Gourmet Delights Catering
Contact: Roxann Torelli
(978) 468-9700

Credit Card Merchant Set-Up

Rob Ullman
Sage Credit Card Services
(978) 808-2343

Financial Planners

Patricia Beckwith, CFP, Danvers, MA
(978) 777-5500

Peabody Financial Services, Inc., Peabody, MA
Contact: Rudy Van Oeveren or Mike Murray
(978) 536-2793

Human Resources Outsourcing

Integrated Staffing, Inc., Peabody, MA
Contact: Laurie Labrie
(978) 531-2103

Insurance

Leslie S. Ray, Inc., Beverly, MA
Contact: Rich Jones
(978) 927-2600

Phil Richards & Assoc. Ins., Danvers, MA
Contact: Cindy Backe
(978) 774-4338

Logo & Marketing Materials Design

Wet Frog Studios, Danvers, MA
Contact: Aaron Mahnke
(603) 438-6216

Payroll Service

MassPay, Beverly, MA
Contact: Jason Maxwell
(978) 998-6896

Professional Organizer

Organization Plus, Beverly, MA
Contact: Nancy Black
(978) 922-6136

Printing

My Print & Copy, Beverly, MA
Contact: Rich McElroy
(978) 232-3552

Promotional Products

Axis Promotions, Newton, MA
Contact: Gwen Ryan
(617) 244-7900 x 107

Shredding Services

Heritage Industries, Danvers, MA
Contact: John Kelliher
(978) 750-6001 x 209
A subsidiary of North Shore ARC, giving jobs to disabled adults

Web Site Design

Fox Run Designs, Danvers, MA
Contact: Jeannette Sullivan
(978) 774-0322


Download Client Forms here:

Client Agreement

First Visit Checklist

Owner's Checklist

Intake Form

Client forms are provided in in portable document files (pdf) and are readable and printable through Adobe Acrobat Reader. 

If you do not have Adobe Acrobat Reader you can download it free, by clicking here

 

 

 


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Hamilton Bookkeeping · 42 Bay Road, P.O. Box 2303, Hamilton, MA 01982
978.468.1661 · Email Us

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