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We specialize in Intuit financial products, offering a wide range of consulting from general bookkeeping to diagnostic problem analysis. We can tailor our products and services to your specific company needs and recommend a financial plan to benefit your short and long term goals.
QuickBooks Small Business Management
- Company setup for new and existing businesses
- Install QuickBooks software
- Record the beginning account balances
- Set up your QuickBooks preferences
- Enter company information and general customer, vendor, and employee data
- Enter limited number of accounting transactions and reconcile the bank accounts
Bookkeeping
- Full Service Bookkeeping
- Monthly, Semi-Monthly or Weekly basis
- Enter all accounting transactions and perform account reconciliations
Check-up
- Review balance sheet & income statements
- Review yearly transactions
- Review existing QuickBooks set-up
- Identify areas where we see errors and improper use of QuickBooks
Diagnostic & Consulting
- Review your current QuickBooks file and supporting documents for specific issues
- Recommend solutions to specific targeted concerns
- These recommendations may include correcting journal entries, suggested training, or changes in QuickBooks lists, preferences, or other features