individualized to your business and financial needs

Accounting

• monthly, quarterly ,or annual reviews
• payroll and payroll tax reporting
• bank and credit card reconciliations
• sales tax reporting

Training

• customized to your specifications
• held at your location
• one-on-one with your computer and QuickBooks software

Reviews

• assets
• transactions that misstate income
• expense and liability accounts
• monthly, quarterly, or annually
• provide opportunity to ask questions
• save time and expense with your tax accountant

Reconciliations

• reveal duplicate payments
• identify recording errors, missed payments, deposit errors
• minimize taxable income

Financial File Clean-Up

• customize and memorize reports in QuickBooks
• re-order, add/delete accounts
• review credit card and loan payment activity
• ensure principal and interest balance with statements
• reconcile accounts payable and receivables
• review asset and equity accounts for discrepancies
• summarize prior years’ activity
• speed up QuickBooks

Payroll and Payroll Tax Reporting

• set-up payroll
• train as necessary
• provide complete payroll services
• provide payroll tax reporting

Financial File Set-Up

• select proper QuickBooks edition
• install software
• set-up company file
• train as necessary