A CPA and Certified QuickBooks ProAdvisor, who specializes in QuickBooks Online(QBO) and may be able to help you with your bookkeeping requirements and save you cost of a full time bookkeeper as long as your business is located in the United States. We believe that with proper training and monthly or quarterly monitoring by a CPA and Certified QuickBooks ProAdvisor, most small businesses can internalize most of the day to day accounting tasks and save a substantial portion of their bookkeeping costs.
The type of company that we can help, is willing to:
- Enter and pay bills
- Bill and enter deposits
- Use a 3rd party payroll company
- Use QuickBooks Online(QBO) and have their bank account and credit cards connected to QBO
Note - If you issue under 10 bills and/or write under 15 checks a month, we can provide this service for you.
Monthly/Quarterly Service
These are the monthly or quarterly services that we can provide:
- Reconcile your online bank account to QBO monthly
- Reconcile your credit card account to QBO monthly
- Provide you with monthly compiled financials
- Prepare all adjusting entries
- QBO training and ongoing support,including use of all QBO reports
- Set up accounting systems
- Design a chart of accounts and connect QBO to your bank and credit card company
- Review the quarterly Federal and State payroll forms
Annual Services
These are the annual services that we can provide, if you don't have an accountant:
- Tax planning
- Prepare your business tax returns
- Prepare and issue form 1099's
Please email if you are interested in these services.
We look forward to working with you.