Service Offerings

 

New QuickBooks Company Setup

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For brand new companies or for companies that want to start using QuickBooks for the first time. We can also convert a QuickBooks Online company file to a QuickBooks Desktop company file and vice versa. We create a QuickBooks file for the company and enter all company, customer, vendor and employee data, and essentially prepare the QuickBooks file with a specific start date for the company to begin using forward.

Full-Charge Bookkeeping

We'll take full charge of your business's bookkeeping needs. On a monthly basis we enter in all accounting transactions into the QuickBooks company file. This includes bank and credit card accounts and all customer and vendor transactions. We also perform the bank reconciliation. We run the scheduled payroll, handle payroll liability payments, as well as prepare and file the corresponding tax returns, including 1099-MISC for non-employees.

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Quarterly Tune-up & Troubleshooting

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We review the company’s QuickBooks file and identify errors or improper use of the software. We make suggestions for improvement and upon approval execute those suggestions in the company file.

Payroll

Payroll is included in the monthly full-charge bookkeeping service, but we also offer this as a stand-alone service.

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A must-have for payroll
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QuickBooks Training

We offer training to companies and individuals wanting to improve their skills with QuickBooks, or who just need help with specific features.

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Consulting

 
Discussing the Numbers

Perfect bookkeeping is one thing. Bookkeeping that helps business owners make smart decisions is another thing. We do both.

Because we care about the success of our clients, they all receive our expert consulting. If we see something that can be done better, faster, or smarter, we say it, and we offer the path to implement it.

In other words, our knowledge of best practices, vital to the life of a small business, is free to all our clients because if it can be done better, we can't be quiet about it.