• QuickBooks Online (QBO) Set up, maintenance, and training is available.
  • Bank/Credit Card feeds,
  • Each transaction reviewed, classified, and accepted effectively
  • Month end review process, includes account reconciliations
  • Monthly Reports
  • Monitor Chart of Accounts/Classes and customized accounting based on Industry standards.

Cloud based accounting and bookkeeping is the most efficient way to manage financial records and are critical to the success of your business. Every business needs a reliable, trustworthy Professional for advanced accounting processes. Some of these may include sales tax returns and payments, inventory reconciliations, month-end closing, 1099 processing, supporting integrations, manual or automated import of financial data from 3rd party platforms, and financial report overview. As a business owner myself and Certified ProAdvisor your business you can be confident your finances are in good hands.

Bookkeeping Basics

  • Accounts Receivable
    • Customer communications
    • Invoicing customers
    • Collections of receivables
  • Accounts Payable
    • Vendor communications
    • Vendor/Suppliers management
    • Credit account setup
    • Tax exempt certification
  • Recurring transaction setup.
  • Bank & Credit Card monthly reconciliations.
  • Income transactions classifications
  • Expense transaction classifications.
  • Merchant Services set up​ *QBO payments
  • Tax deductions
  • Comprehensive reports
  • Receipt capture
  • Mileage tracking
  • Cash flow
  • Sales and ​u​se tax​es
  • Estimates/Quotes
  • Contractors
  • ​Vendor Bill management
  • ​Employee time​ tracking (​*additional details​ related to​ payroll and time tracking will be necessary)
  • Inventory
  • Project profitability

Accounts Receivable Collections

Outstanding Customer revenue account balances can become burdensome and possibly strain the relationship because of overdue invoices! Those calls can be important to maintain cashflow! I will provide payment arrangements on your behalf with respect and dignity so your business relationships can and will remain Professional.

QuickBooks Online ProAdvisor Profile

QuickBooks Online certification is required annually to maintain accreditation with extensive training involved including exams.

Payroll

QuickBooks Time – formerly known as “TSHEETS.

Time tracking software built for your business.
Get on-the-go time tracking, tools to help you manage projects, and save up to 4% on payroll with QuickBooks Time.