SUPPORT FOR QUICKBOOKS
First time Quickbooks Online user? Setting up QBO (Quickbooks Online) can be daunting! We can set up your bookkeeping accounts and services for you. Utilizing proper QBO settings is an integral part of accurate bookkeeping and year end financials. We will ensure your books are set up for success. We can also get your subscription at discounted prices and train you on the program.
We offer monthly cash basis financial reporting for all our clients. This includes a profit & loss and balance sheet. These reports offer you insight to the financial standing of our business . They can allow you to make sound decisions regarding business investments as well. We'll automatically end these reports to you at the end of each month. Further reporting can be requested if needed.
Transaction + Expense recording
We'll record and classify all your business banking transactions to the correct bookkeeping account to ensure your expenses and deductions are accurate. We reconcile your bank accounts monthly to confirm, your reports are correct. We can link your bank account to directly import to Quickbooks! This allows us to classify expenses as soon as they're reported. We'll ensure all of your transactions are coded correctly for tax time - don't miss out on any more deductions!