Accounting 4.jpg
Accounting 4.jpg

Services


Services

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Services


Services

We handle the bookkeeping and software,
so you don't have to

Bookkeeping

Stop spending excessive time on unprofitable clients. Know exactly where your time and money is going so you can make better business decisions and budget forecasts. No matter what version of QuickBooks you use, we'll get your books in order. Account payable, accounts receivable, billing, invoicing, we do it all.

Daily/Weekly/Bi-Weekly

  • Payroll, Billing, Invoicing, General Bookkeeping

  • Accounts Payable, Bills

  • Accounts Receivable

  • Categorize Business Receipts and Expenditures

Monthly

  • Financial Statement Preparation & Reporting

  • Credit Card and Bank Statement Reconciliation

  • Accounts Payable and Accounts Receivable Analysis

  • Collections

  • Review Quarterly Forecasts and Results

Training, Analysis and Customization

Does it seem like there's a new version of QuickBooks every week? Fear not! We train bookkeepers and business owners on all the latest features and updates. You'll learn Quick Tips and Shortcuts so that things go in more accurately and quicker.

  • Customize Invoice, Estimate forms to reflect your company image

  • Company File review and clean up

  • QuickBooks System Maintenance and File Backup

  • Review of your financial reports monthly, quarterly or annually

  • Troubleshoot any accounting or operational problems / concerns

  • Audit current financial statements

  • Work with remote CPA

  • Specialists in platform conversion: Convert from Quicken to QB. Convert from any QuickBooks version to another.

Online Payroll

Imagine not needing to write checks to your employees anymore! We can set you up so you can do payroll from the beach, your house, or anywhere else. That's one less thing you have to worry about.

  • Service setup, training, administration, monitoring

  • Implementation, management, quarterly and year-end forms and reports included

  • Online Payroll does not require QuickBooks installation

  • Direct Deposit - no extra charge

  • Set up Workers Comp Insurance payment to sync with payroll

 
 
 
 

Software we support:

QuickBooks Online (QBO)

QuickBooks Pro
QuickBooks Windows
QuickBooks Mac
QuickBooks Pro
QuickBooks Premier
QuickBooks Enterprise

Other Services

Conversions
Custom Invoice & Estimate forms
Bookkeeper refresher courses
Sales and use tax Electronic Waste Filing Fee (Calif.)
Monthly bank reconciliation
Quarterly bank reconciliation
Financial Statement Reporting
Contractor 1099 filing

Business budgeting and forecasting
Set up QuickBooks
Fix up QuickBooks
Catch up on QuickBooks
Keep up QuickBooks

Troubleshoot any accounting or operational problems / concerns
 

 
 

Have a question or want to learn more?