Services Provided
Account Setup/Conversion/Cleanup
- Meet virtually or in person to get to know your business
- Let you know what I need to get setup with QuickBooks Online and assist with chosing the right QuickBooks subscripton
- Complete chart of accounts setup
- Convert data from other software to Quickbooks Online
- Clean up your books including correctly caterogizing transactions, journal entries and bank/credit card reconciliations
- Bring your books up to date
Ongoing Bookkeeping
- Will handle all bookkeeping on a monthly or quarterly basis, depending on your needs
- Enter and code transactions correctly
- Invoice clients
- Pay vendors
- Do any necessary journal entries
- File payroll reports and sales tax reports
- Reconcile bank and credit card accounts
Financial Statements
- Organize financial reports
- Have reports in order and ready for your tax preparer
- Interpret financial statements to identify unpaid or unusual expenses, late revenue collection, late bill payments, profit and loss, etc.
- Provide financial charts and reports
** Notary services are also available**
Services Not Offered
- Onsite bookkeeping
- Tax services
- Legal advice
