Bookkeeping Services

• Categorize Income & Expenses

• Monthly & Weekly Bookkeeping

• Accounts Reconciliations

• Accounts Payables

• Accounts Receivables

• Fixed Asset Depreciation

• QuickBooks Set-up and Integration

• Payroll Services (QB Payroll, Outsourced, QuickBooks Time)

• Financial Reporting (P&L, Balance Sheet, Cash Flow)

• Bookkeeping Clean-up or Catch-up

• Income Tax Preparation - (Individual & Business)

QuickBooks Live-Lessons

 One-on-One
Live Lessons 
teaching you how to use (specific) QuickBooks features

• Invoicing: create & match to payments

• Bills: Enter & Pay Bills - using (QB Payments or Melio Bill Pay)

• Receipts: Create, Match, Recurring, Go Paperless

• Bank Rules: Create & Manage

• Tags: Purpose, Set-Up and Use

• QBO Users: Add & Manage

• Financial Statements: Generate & Understand

• Summary Reports: Create - Sales, A/R, A/P, Inventory & Cash Flow 

• Create an Estimate

• Create a Purchase Order

• Estimate to Purchase Order

• Estimate to Invoice

• Bank Deposits & Undeposited Funds: Use and Manage

• Record a LOAN

• Record a Tax Refund or Reimbursement

• Vendor Credit: Create and Use

• Credit Memo: Create and Use

• Set-up Sales Tax

• Pay taxes: Estimates, Quarterly, Annual