Set Up
If you are new to QuickBooks, we will get it up and running for you. Proper setup and configuration of your Chart of Accounts is essential for efficient bookkeeping and accurate reporting.
Monthly Services
Accurate and up-to-date financial records provide the information business owners need to make informed decisions.
Our monthly services include the following:- Categorizing all transactions correctly and consistently
- Reconciliation of bank, credit card, and loan accounts
- Profit & Loss and Balance Sheet reporting
- Sales tax reporting (as needed)
- Payroll coordination (as needed)
- And more
Clean-Up and Catch-Up
If you are already using QuickBooks, but aren’t sure if everything is recorded correctly, let us review your file.
Cleanup services that might be needed:- Bringing books current for past months or years
- Ensuring transactions are recorded correctly
- Reconciling all bank, credit card, and liability accounts
- Cleaning up deposits, undeposited funds, or payroll issues
Tax Return Preparation
Although we don’t offer tax return preparation at this time, we will work with your tax preparer to make sure your books are ready for smooth and on-time tax filing.