SERVICES
We offer a flexible 3-part service package that includes an Initial Evaluation, Reconciliation, and Continual Management of your Quickbooks file. If you aren't currently using Quickbooks, no problem! We can skip the Initial Evaluation and create a brand new Quickbooks file for you and get it up to speed in no time!
INITIAL EVALUATION
We will look through your Quickbooks file and compile a list of issues we find. We then give you a report of all our findings. Think of this as a 'health check-up' for your Quickbooks file.
From here, we will be able to offer suggestions on how to proceed with the Reconciliation service.
RECONCILIATION
We will get your current or brand new Quickbooks file updated to the most recent month-end. You will be able to see how your business is performing so far this year!
After the file is cleaned up and accurate, we will let you know what Continual Management of the Quickbooks file looks like for your company.
CONTINUAL MANAGEMENT
We will take care of inputting everything into the Quickbooks file each month and send you accurate reports so you can make better business decisions throughout the year.
Come tax-time, we will have financial reports ready to go for your tax preparer. If they have any questions or requests, we can help get everything figured out!