What We Can Offer You
QuickBooks Set-Up | QuickBooks Training/Consulting | QuickBooks Monthly Accounting Maintenance
Month-End Reporting/Financial Statement Preparation (including custom reporting)
Bank / Credit Card / 3rd Party App Categorizations & Reconciliations | A/P & A/R Processing
Budget Preparation | Sales & Use Taxes | Payroll
QuickBooks Set-Up
Getting your software ready to account for your business transactions. This includes setting up your company profile, COA (chart of accounts), Services/Products listings, Sales Tax set up & assisting you with linking your bank, credit card & 3rd party app accounts.
QuickBooks Training/Consulting
Offering 1- 2 hour custom training sessions, so that you can feel more confident when recording your business transactions.
QuickBooks Monthly Accounting Maintenance / Month-End Reporting
For the DIY’s (Do-lt-Yourselfers, who want monthly or quarterly support). Providing a monthly quality check to ensure that transactions have been recorded correctly & balance sheet accounts have been reconciled. Includes doing a “soft close” at the end of each month & preparing financial statements, so that you have visibility into how well your business is performing.
Bank / Credit Card / 3rd Party Apps Categorizations & Reconciliations
Assisting those who require 100% support in managing their financial transactions.
A/P & A/R Processing
Providing assistance in managing vendor bills/ payments and customer invoices/payments.
Sales & Use Tax
Setting up the appropriate sales tax rates in QBO & providing you with a schedule for when taxes are due
Payroll
Whether you’re using QBO payroll or a 3rd party payroll system, I will ensure that the transactions are being recorded properly in QBO
Budget Preparation
Will work with you to create a fiscal budget, so you can plan for the future. This is a great measuring tool to keep your business on track. This feature is available, dependingon your QBO subscription type