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Accountant

 QuickBooks Online Bookkeeping Services

Know exactly how well your business is doing at any given time, stay on top of your tax liability and provide your accountant and tax professional clean reports, saving you time and money.

Free QBO Diagnostic Review

Monthly Bookkeeping & Reporting

Start here if you already have a QuickBooks Online (QBO) Account. Includes a deep dive into your account to identify issues and problems, along with a summary report and recommended next steps for Clean Up.  

Clean Up & Catch-Up 

After your free QBO Diagnostic Review, we will clean up and catch-up prior months to bring your books up to date. This includes updating the chart of accounts, correctly categorizing all transactions, and reconciling bank, credit card, and loan accounts, as well as correcting Accounts Payable and Accounts Receivable.

Additional Services

  • A/R Invoice Management

  • A/P Bill Payment Management

  • Sales Tax Reporting

  • 1099 Filing 

  • Payroll Assistance

Keeping your books organized and keeping you informed about your company's success by:​

  • Updating & Categorizing of all income and expense transactions

  • Bank, Credit Card & Loan Account Reconciliations

  • Month-End & Year-End adjusting journal entries. 

  • Monthly Cash Flow, Balance Sheet & Profit and Lost Statements

  • Integrations with 3rd Party Apps like, Square, PayPal, etc.

QuickBooks Online Set-Up

If you have no bookkeeping system in place or are using different software, we will help you choose the best QuickBooks Online (QBO) subscription for your business and assist with setting up your account. This includes customizing settings, company preferences, and the chart of accounts, connecting bank and credit card feeds, and importing data from previous software.

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