Working with QuickBooks Online, any QuickBooks desktop version, and a wide variety of other accounting software solutions, our team can manage many of your important monthly closing activities, including recording standard journal entries and reconciling bank accounts.

  1. Set up and establish:
  2. Chart of accounts
  3. Customer and vendor detail
  4. Item lists for invoicing and payroll purposes
  5. Security, passwords, and system preferences
  6. Memorized transactions and reports
  7. Accrual vs. cash basis statements
  8. Budgets
  9. Design balance sheet and income statements
  10. Perform maintenance, review, and ongoing bookkeeping for monthly, quarterly, semi-annually, and/or annually
  11. Provide employee software training