OUR SERVICES
Bookkeeping that suits your needs
QUICKBOOKS SETUP
As a Certified ProAdvisor I can help you select the correct QuickBooks products to suit your needs. I can customize your chart of accounts and review your sales and expenses settings to ensure that items such as inventory and sales terms are set correctly.
QUICKBOOKS TRAINING
If you are new to QuickBooks or just need some guidance, we can help. We
can train new users in setups and transactions or we can walk you and your staff through the recommended workflows for the most efficient ways to handle your business.
ACCOUNTS RECEIVABLE & PAYABLE
In order to maintain a healthy cash flow, it’s important to collect from your customers on a timely basis. Additionally, you should not be paying your vendors too early or too late. We can help you track your receivables aging as well as your payment due dates so you always have cash on hand and avoid late fees.
RECONCILIATIONS
In order to keep your books as accurate as possible you should be reconciling your accounts monthly. We can take this task off your plate and make sure that any errors are corrected before they get out of hand.
SALES TAX
We review your taxable sales and ensure that your taxes are filed in a timely manner.
MONTHLY REPORTING
We will prepare your financial statements and go over them with you so you can see where your money is going.
GENERAL LEDGER CLEANUP
Maybe you have been spending time on your business and your bookkeeping has fallen behind? Maybe things went off track and you’re not sure where or when? We can clean this up and get you back on track.
BUDGETING & CASH FLOW FORECASTING
We can review your monthly revenues and expenses and develop a budget to help keep your business strong. We can then review your business cycles and determine how much of a cash cushion you will need to get you through the down cycles.
