While QuickBooks is the most user-friendly Accounting Software on the
market, for some it may not be the easiest software to set up. For
instance, unless you set up certain custom fields in a specific way,
reporting may be inaccurate and false numbers could lead you to make
wrong business decisions. We will make certain that your data file is
set up correctly and customized to your specific business needs. We
will organize your files by setting up folders for each expense and
income account, thus enabling you to manage your numbers effectively
from the start.
We can teach your staff either in a one-on-one approach or in a small
group session how to properly use QuickBooks and how to organize a
schedule to handle your Accounting and Bookkeeping process.
We can provide ongoing support on a weekly, monthly or quarterly basis
to make sure that your files and numbers are in order to prevent chaos
at year-end or at tax-time!
We will work with and closely coordinate with your existing Accountant
or Tax Preparer to guarantee that tax filing is a smooth and seamless
We can work with you onsite at your business or remotely from our
office whichever is more convenient or economical.
If you have not updated your books in months, lost your data or are
unclear how to sort everything out, we can get your numbers back in
We will update your data for all of your asset and liability accounts
and reconcile your bank and credit card accounts. Once your numbers are
in order and up to date we can set up a process to maintain your
company data on a weekly, monthly quarterly or annual basis as well.
Additionally, we can guide you through the process of archiving old
data in order to improve performance and speed of your QuickBooks
and Accounting Services
Managing Your Numbers offers a full-charge bookkeeping and accounting
service. We will work with your CPA
to be sure that your numbers are accurate so that you can spend more
time managing your business and not your numbers.
The following is a list of some of the Bookkeeping tasks we can perform
Accounts Receivable and
Customized Financial Reports
Reporting and Data Analysis
With several years of financial analysis experience, we have the
expertise to interpret your financial reports and your data to make
sure that the numbers on your reports are precise so that you can make
the right business decisions. We can help prepare Financial
Statements such as Profit and Loss Statements, Balance Sheets, A/R and
A/P Aging Reports, Budget Analysis and Cash Flow Statements.
We will locate data entry errors and data file setup mistakes that can
lead to faulty reporting.
following is a list of some of the Data Analysis tasks we can perform
us help you manage your numbers so you can better manage your
us today to get started!
Chart of Accounts Setup
Item list contacts
Use of Class Tracking,
Timesheets and Estimates
Accuracy of posting procedures