The Services I Offer
As a Certified QuickBooks Advanced ProAdvisor with over 30 years of accounting and 12 years of QuickBooks experience, I provide the following services:
- Install QuickBooks financial software on site at your business.
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Customize QuickBooks for your business in the following areas:
- Set up the Chart of Account.
- Setup QuickBooks payroll service.
- Setup Workers Compensation Insurance payment to synchronize with QuickBooks payroll.
- Setup inventory items and tracking their costs and sales.
- Setup tracking independent contractors (Form 1099s).
- Setup on-line banking services to download checking and credit card transactions.
- Setup QuickBooks to receive payments from credit cards.
- Setup QuickBooks to handle multicurrency.
- Create Balance Sheet and Profit & Loss reports and any other reports necessary for your business.
- Perform monthly, quarterly or annual review of your financial reports.
- Trouble shoot any accounting or operational problems that you may have with QuickBooks.
- Training on all features in QuickBooks that will assist you in successfully operating your business.
- Conduct a financial business analysis.
- Setup QuickBooks Point of Sale (POS).
- Monthly bookkeeping.
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Prepaid technical assistance in 15 minutes increments by:
- Phone
- Remote access
- Discount on purchase of QuickBooks products.
