Company Setup

Taking the time to set up your business can be consuming. I am here to put in that time. Here is a list of what I can do for you:

• Gather the information needed to set up your QuickBooks account.

• Create your company file

• Setting up your chart of accounts

• Setup invoices and purchase orders with your custom logo

• Setup customer and vendor accounts

Payroll Services

It all begins with an idea. Do you want to grow but are not sure how to add those needed employees? Unsure how to handle the payroll taxes? I will complete the setup of your payroll account and the appropriate filings. I will make sure your employees are not the only ones set up for success.

Monthly Journal Entries

Journal entries are the first step in the accounting cycle. They are the daily transactions flowing in and out of your business. I will make sure to keep your company information organized.

Bank Reconciliation & Financial Statements

Your bank records should match the entries in your QuickBooks account. I will make sure that the two match up every month. Monthly, quarterly, and yearly reports will also be prepared. We will sit down together and review the status of your business.

Accounts Receivable and Payable

Confusion can arise when working between the account payables and receivables. The two are similar in how they are recorded but it is important to remember one is an asset and the other a liability. Mixing the two up can result in a lack of balance in your accounting equation. I will make sure there is no mix-ups in your accounting equation!

QuickBooks Catch-up & Cleanup

Are you behind on your bookkeeping? It is essential to have accurate reporting to maintain a clear perspective on how the company is performing. I can help clean up and get your books up to date. I can help get your business back on track whether you are a few weeks or months behind!