- Set up your company in QuickBooks: prepare Chart of Accounts, set up beginning balance, etc.
- Record expenses
- Record and pay monthly bills
- Invoice customers
- Record customer payments/other sources of income
- Calculate sales; prepare/file sales tax reports
- Reconcile bank accounts and credit card accounts
- Maintain loan balances
- Maintain accurate and thorough monthly financial reports (Balance Sheet, Profit & Loss Statement, etc.)
Our Experts Can Help
We pride ourselves in being able to customize any services you need.
Every company is unique, and our services can be tailored to fit exactly what you need, whether it’s monthly record maintenance, or a full bookkeeping analysis. Even if you have gotten far behind and don’t know where to start, don’t let it keep building up. Bring in your shoebox of receipts and we’ll turn it into a Profit & Loss statement for you! We can also analyze your entity structure to make sure it’s the best option for you.
