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:

  1. Install QuickBooks financial software on site at your business.
  2. 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.
  3. Training on all features in QuickBooks that will assist you in successfully operating your business.
  4. Conduct a financial business analysis.
  5. Setup QuickBooks Point of Sale (POS).
  6. Monthly bookkeeping.
  7. Prepaid technical assistance in 15 minutes increments by:
    • Phone
    • Remote access
  8. Discount on purchase of QuickBooks products.
Accounting
Quarter Dollar

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