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Our Services
Our specialized bookkeeping services are designed to provide you with:
- Up-to-date detail and correct records of all transactions in your QuickBooks® Online account
- Compliance with the latest regulations with regards to expense categorization
- Updated Balance Sheet and Profit & Loss reports to provide accurate information regarding the current state of your accounts
- Ease in planning and predicting the future of your business
- Confidence regarding your knowledge of the current state of your business
- Tax-ready books that you can forward to your tax preparer
- Better tax prediction
- Faster business response time
- Faster financial analysis
- Additional time to concentrate on your main business functions as a business owner
1. Initial Diagnostic
- Reviewing your QuickBooks® Online account settings, charts of accounts, lists and reports
- Checking for transactions in need of re-categorization
- Checking bank, credit card and loan account reconciliation status
- Discovering flows, mistakes, redundancies, and incorrect use of tools and processes
- Preparing detailed report with findings and recommendations to clean and tune-up your QuickBooks® Online account and your bookkeeping and accounting processes
2. Catch-Up & Clean-Up Service
- Researching and correcting all issues discovered during the Initial Diagnostics
- Categorization of income and expense transactions for missing periods
- Reconciliation of bank and credit card accounts, loans, and lines of credit for missing periods
- Necessary adjustments and corrections
- Balance Sheet Report preparation
- Profit & Loss Report preparation
3. Monthly Recurring Bookkeeping Service
- Categorization of income & expense transactions
- Reconciliation of bank and credit card accounts, loans and line-of-credit accounts
- Books review and necessary adjustments and corrections
- Balance Sheet Report preparation
- Profit & Loss Report preparation
- Payroll via QuickBooks® Payroll or Gusto (add-on)
- Form 1099 preparation and filing (add-on)
- Bill Payment (add-on)
- Other tasks by client's requests (add-on)
4. Monthly (or Quarterly) QuickBooks® Online Account Review
This service is usually performed for clients who do their own bookkeeping. This service includes:
- Reviewing of all transaction entries and reclassification of any transactions as needed
- Recommendations of adjusting entries
- Verification of all account balances (checking, savings, loans, credit cards etc.)
- Ensuring chart of accounts produces useful information
- Reviewing reports for accuracy
5. QuickBooks® Online Account Initial Set-up
This service is for new businesses, or businesses migrating toQuickBooks® Online from different software. This service includes:
- Establish QuickBooks® Online account and records
- Migrating data from other bookkeeping sources
- Customizing all transaction lists and charts of accounts
- Integration: set up bank feed (if supported by your bank) and connection with other business apps
- Customizing invoices and statements with company-specific information such as your company’s logo
6. QuickBooks® Online Training and Consulting
- Training you and/or your employees on QuickBooks® Online understanding and usage
- Consulting regarding any other bookkeeping and accounting matters