New QuickBooks® Company Setup:
For brand new companies or for companies that want to start using QuickBooks® for the first time. We can also convert a company QuickBooks® Online file to a QuickBooks® Desktop version, 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.
On a monthly basis we enter 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.
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’s file.
Troubleshooting Although similar to the Quarterly Tune-up, Troubleshooting involves specific issues the company is having problems with. We identify the corresponding solutions and fix them upon approval.
Payroll is included in the Monthly Full-Service Bookkeeping, but we also offer this as a stand-alone service.
We offer training to companies wanting to improve their skills with QuickBooks®, or just need help with specific features.
Tax Preparation & Filing
We prepare and file tax returns for individuals, businesses and non-profits:
Form 1040, U.S. Individual Tax Return
State Individual Returns
Form 1065, U.S. Return of Partnership Income
Form 1120, U.S. Corporation Income Tax Return
Form 1120s, U.S. Income Tax Return for an S Corporation
Form 990- non-profit
State Business Returns