Services To Make Your Business More Successful
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Services
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QuickBooks Training
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Bookkeeping Services
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Industries & Softwares
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QuickBooks Services
QuickBooks Consulting
QuickBooks Data Conversion
QuickBooks File Review
QuickBooks Programming
QuickBooks Reporting
QuickBooks Set Up Services
QuickBooks Support
QuickBooks Training
QuickBooks And Apps Discounted Pricing
Business Services
Bookkeeping Services
Payroll Processing Multiple States
Books Clean Up
Tax Reporting
Special Projects
QuickBooks Training Topics
Every business and individual is different. We offer customized QuickBooks training based on your needs and goals. Below are some example training course outlines.
QuickBooks Beginner Level Training
Prepare For Setup
Every business and individual is different. We offer customized QuickBooks training based on your needs and goals. Below are some example training course outlines.
QuickBooks Beginner Level Training
Prepare For Setup
- Creating a New File – Detailed Set Up
- Creating a New File – Express Set Up
- Changing Passwords
- Change Business Information
- Change The Left Icon Bar
- Company Preferences
- My Preferences
- Calendar Function
- Customize Icon Bar
- Back Up File
- Account Types in Chart of Accounts
- Create a New Account
- Header and Sub Accounts
- Chart of Accounts Flow
- Item Types – Basic Overview
- How to Set Up and Organize Your Items List
- Create a New Customer
- Merge Duplicate Customers
- Customer Type List
- Create a New Vendor
- Vendor Type List
- Merge Duplicate Vendors
- Invoice Basic Customization
- Invoice Additional Customization
- Purchase Order – Basic Customization
- Purchase Order – Layout Designer
- Create an Invoice
- Receive Payment – Record Deposit
Bookkeeping Services Offered
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Services Offered
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Getting Started
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Clean Up or Changing
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- Accounts payable
- Accounts receivable
- Account reconciliations
- Connection of accounts to online banking
- Month-end close
- Processing payroll
- Improved processes for more timely, accurate reporting
- Consistent, proven bookkeeping practices & internal controls
- Monthly & quarterly financials
- Neatly organized year-end financials
- Chart of accounts tailored to your specific industry
- Working with your CPA for tax planning & return preparation
- Sales tax and payroll tax reporting
- Streamlined and integrated financial systems
- 1099’s & 1096
- Internal process manual creation
- Advanced technology & QuickBooks expertise
- Preferred pricing on all QuickBooks products
Just starting your business or your business has gotten to the point where that spreadsheet isn't working any longer?
Let us set up your chart of accounts customized to your type of business. Let's make sure that your income statement and balance sheet are accurate and professional and easy to use when it comes to tax preparation or to present to banks or investors.
We will make sure your customer invoices are clear and concise and help you with options to get paid in a timely manor from your clients. Always know who owes you and how much they owe.
Getting your accounts payable set up correctly will insure you always have a good picture of what you are spending and how much you owe. We also make sure you are set for 1099 production at year end.
If you need payroll we will set your employees up and insure that all of you taxes and reporting are done accuratley and on time.
Let us set up your chart of accounts customized to your type of business. Let's make sure that your income statement and balance sheet are accurate and professional and easy to use when it comes to tax preparation or to present to banks or investors.
We will make sure your customer invoices are clear and concise and help you with options to get paid in a timely manor from your clients. Always know who owes you and how much they owe.
Getting your accounts payable set up correctly will insure you always have a good picture of what you are spending and how much you owe. We also make sure you are set for 1099 production at year end.
If you need payroll we will set your employees up and insure that all of you taxes and reporting are done accuratley and on time.
Did your books get out of control somewhere along the line and need to be cleaned up and back on the right track? Maybe your long term bookkeeper is retiring and you are ready to look at other options that could be beneficial to your company? We can clean up your books and continue to maintain them going forward or we can do a regular check up to make sure things are still the way they should be.
Looking to convert your current system to QuickBooks? Let us make that as painless and quick as possible!
Looking to convert your current system to QuickBooks? Let us make that as painless and quick as possible!
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Industries
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Software
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We Have Experience Working Within Top Industries:
Legal
Internet Technology
Industrial Manufacturing
Mortgage/Finance
Construction
Retail
Medical/Dental
Insurance
Non-Profit
Legal
Internet Technology
Industrial Manufacturing
Mortgage/Finance
Construction
Retail
Medical/Dental
Insurance
Non-Profit
We Regularly Work With These Softwares, Apps and Services
QuickBooks Online
QuickBooks Enterprise
QuickBooks Desktop
TABS III Legal Time/Billing and Accounting Software
Sage 50 Accounting Software
TSheets Employee Time/Project Tracking
TimeForce Employee Time/Project Tracking
ADP Workforce Now Payroll Processing
Benefits Mall Payroll Processing
QuickBooks Online
QuickBooks Enterprise
QuickBooks Desktop
TABS III Legal Time/Billing and Accounting Software
Sage 50 Accounting Software
TSheets Employee Time/Project Tracking
TimeForce Employee Time/Project Tracking
ADP Workforce Now Payroll Processing
Benefits Mall Payroll Processing