QuickBooks Set Up & Support

• QuickBooks Setup & Cleanup – Setting up QuickBooks Online (QBO) for new businesses or organizing existing accounts.
• QuickBooks Training – Teaching small business owners how to use QuickBooks effectively.

Book Cleanup & Transaction Management

• Book Cleanup & Catch-Up Services – Helping businesses get their books in order when they fall behind.
• Transaction Categorization – Classifying income and expenses correctly for accurate financial records.
• Bank & Credit Card Reconciliations – Ensuring records match bank and credit card statements.

Accounts Payable & Receivable

• Accounts Payable Management – Recording, tracking, and paying vendor bills on time.
• Accounts Receivable Management – Invoicing, tracking outstanding payments, and following up on overdue accounts.

Payroll & Compliance

• Payroll Processing – Managing employee wages, direct deposits, tax withholdings, and compliance.

Financial Reporting & Analysis

• Budgeting & Forecasting – Assisting clients in setting budgets and predicting future financial needs.
• Job Costing & Project-Based Accounting – Tracking costs and revenues by project or job.
• Key Performance Indicator (KPI) Tracking – Measuring business performance using financial data.
• Cash Flow Management – Monitoring cash flow to ensure the business remains financially healthy.