Services

Setup New Quickbooks Online
Setting up your books correctly is the most important step in bookkeeping. We aim to provide a Quickbooks setup that is suitable for your business model. Setup includes:
- Chart of Accounts
- Sales/Expense
- Products/Services
- Bank Feeds and more

Clean Up
Some business owners may fall behind with their bookkeeping. We aim to help you get back on track and develop workflows to maintain updated books. Cleanup includes:
- Unreconciled Bank Accounts
- Undeposited Funds Issues
- Uncategorized Income
- Uncategorized Expense and more

Monthly Bookkeeping
We ensure that daily transactions are categorized accurately. This can be done by perfoming regular monthly Bank Reconciliation. Monthly Bookkeeping includes:
- Income & Expense Recording
- Bank Reconciliation
- Financial Reports
- Monitor A/R and A/P Accounts
Setup your books the right way
Quickbooks Online plans have 4 options which can depend on the needs of the company:
- Simple Start
- Essential
- Plus
- Advanced.
The choice can be decided upon learning more about the workflow of the company. However, for those who have existing accounts, setup can be reviewed when needed. We can help you setup your:
- Company Account
- Customer and Vendor
- Sales and Expense
- Products and Services
- Bank Feeds
- Chart of Accounts
- Financial Reports
Let us take care of your messy books
- Late accounts receivable collection
- Late accounts payable payment
- Unreconciled bank accounts
- Inaccurate financial reports
- Uninformed business decisions
We can help you identify problems in your books by checking:
- The last bank reconciliation
- Issues with undeposited funds account
- Uncategorized Income & Expense
Benefits of outsourcing your monthly bookkeeping
- Updated Books
- Save money by cutting down unnecessary expense
- Accurate Cash Flow
- More time to grow your business
Our aim is to help you achieve your goals by taking the following tasks off your hands:
- Income/Expense daily recording
- Monitor your accounts receivables and payables
- Monthly Bank Reconciliation
- Prepare accurate financial reports for your review