It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing, setting up, and maintaining your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them and continue to manage it for them. 

When hiring us for your bookkeeping needs we wll

• setup QuickBooks for your business this includes

  • determining the best start date and the balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of the start date.

  • preparing a list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

  • adding all vendors, customers, and employees so invoices, sales receipts, bills, and paychecks can all be managed through Quickbooks 

  • enter any transactions as of your start date into the QuickBooks system

• maintain Quickbooks by entering in transactions weekly

• provided monthly, quarterly, and annual review of data to make sure you are on track for tax preparation

• provide monthly financial statements on your business - profit and loss, balance sheet, and cash flow statement

• we can also provide customized reports as necessary

• provide bank reconciliations monthly.