· Setup Quickbooks accounts and beginning balances, record transactions.
· Create annual budget based on owners estimates; track projected budget versus actual to find unexpected differences.
· Produce reports to track A/R, A/P, cash flow, profit and loss, and balance sheet.
· Prepare any 1099s required.
· Help select and set up payroll service.
· Assist tax preparer for business.
· Create customer bills.
· Enter expenses and record payment in Quickbooks
· Research and recommend backup/disaster recovery options.
Our goal is to complement your business by customizing our services to meet your needs.