Services
Intelligent Bookkeeping Services
My business offers the following services
- QuickBooks Online (QBO) account set-up.
- Books clean-up.
- Monthly bookkeeping services.
The QBO Account set-up service involves establishing the QBO account. The Books clean-up service is the process of identifying and correcting inaccurate books. The monthly bookkeeping service consists of categories of the following bookkeeping tasks.
Accounts Payable
- Vendors
- Bills
- Bill Payments
Accounts Receivable
- Invoices
- Customers
- Payments & Deposits
- Credit Memos for refunds
Banks
- Bank & Credit Accounts
- Account Reconciliation
- Automate with Bank Rules
Expenses
- Expenses
- Mileage
- Employee expense reports
Fixed Assets
- Fixed Assets
- Depreciation
Payroll
- Benefits
- Worker’s comp
- Employees & contractor
- Employee time records
Planning
- Projects
- Budgets
- Estimates
Reports
- Profit & Loss
- Balance Sheet
- Aging reports
- Other reports
Taxes
- Tax data (sales, payroll)
- Optionally, file taxes
Year-end
- 1099 forms
- Year-end reports
- Tax preparation for accountant
