• Flexible remote services
• Daily, weekly, monthly or quarterly
• QuickBooks Online and QB Desktop set-up
• Set up includes bank, credit card, loan and
expense accounts, customers, vendors
• Catching up and cleaning up your books
• Analysis to find and correct errors
• Invoicing (billing) your customers
• Tracking payments and entering deposits
• Preparing customer statements
• Entering bills and expenses
• Paying bills on time
• Bank account and credit card data entry
• Reconciliations
• Payroll and paychecks
• Quarterly Payroll Tax forms and deposits
• Year-end prep for your CPA
• Sales tax reporting
• 1099’s and W-2’s
• Reports and graphs you can actually use
• Balance Sheet and Profit & Loss Statements
• Financial statements monthly, quarterly, yearly
• Cash Flow Management – weekly, monthly
• Customized bookkeeping procedures & reports
• Job costing and profitability
Maintenance Plans to keep you on track
• Overall review of client-generated books
• Monthly review of your financial reports
• Monthly and quarterly QuickBooks check-ups
• Immediate alerts if anything needs attention