Managing Your Numbers - Certified QuickBooks ProAdvisor
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Managing Your Numbers

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QuickBooks Services

Installation and Setup:  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.

Training and Support: 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 process.

We can work with you onsite at your business or remotely from our office whichever is more convenient or economical.

Cleanup and Troubleshooting: 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 line.

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 program.




Bookkeeping 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 for you:

•    Data Input
•    Bank Reconciliation
•    Accounts Receivable and Accounts Payable
•    Inventory Management
•    Customized Financial Reports



Financial 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.

The following is a list of some of the Data Analysis tasks we can perform for you:

•    Chart of Accounts Setup
•    Item list contacts
•    Use of Class Tracking, Timesheets and Estimates
•    Accuracy of posting procedures


Let us help you manage your numbers so you can better manage your business!

Contact us today to get started!


Certified QuickBooks ProAdvisor  



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