QUICKBOOKS CONSULTING
Bookkeeping software programs like QuickBooks are ideally suited for small business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. That's why I work with many of my clients to train them, assist them on an ongoing basis and provide them with the immediate answers for troubleshooting all bookkeeping areas.

I offer the following services to help do-it-yourself business owners manage their day-to-day operations using Quickbooks bookkeeping software packages.

• Set-up Quickbooks Bookkeeping Packages
  
• Getting my clients familiar on how to use this software and initial set-up that is customized to your needs
• Financial Statements
• I will provide custom designed financial statements and management reports. Do you want your previous year comparison statements, or current period and year to date comparisons? Tell me what bookkeeping reports you need and I will design them to your specifications.
  
• Accounts Receivable & Payable Management
  
• Making sure that your accounts and vendors are set up properly. 
  
• Bank and Credit Card Reconciliation
  
• All your bank and credit card statements will be reconciled each month.
  
• Month End Closing
  
• In addition to reconciling your accounts payable and accounts receivable each month, I will also reconcile your other balance sheet accounts and review the income and expense accounts for accuracy. I will do any adjusting and recurring journal entries that need to be done.
  
• Payroll preparation and quarterly Filing

 

Providing timely and accurate accounting and bookkeeping services such as financial reports is the keystone to any business success.

We are here to help. Call today! 508-898-0325