With over 30 years of CPA experience, clients receive support to get set up, organized, and stay current.
Accounting Functions
- Transaction Entries – everyday activities:
- Entering the transactions of checks, credit cards and transfers
- Track information
- Help with paper flow & processes
- Help to stream lining repetitive administrative tasks
- Organize records and files for accountant (taxes)
- Reconciliations – making sure accounts are accurate:
- Bank accounts
- Credit Card accounts
- Loans
- Petty Cash
- Accounts Receivable – keeping up to date on who owes you money:
- Creating invoices
- Entering payments received
- Sending out statements
- Giving reports to show what due
- Accounts Payable – helping to know who you owe and when it’s due:
- Entering bills to vendors
- Making payments
- Giving reports to show what due
- Specialty Accounting – the activities that don’t happen all the time:
- Special Reports created
- Revamping the chart of accounts for better reporting
- Training team members
- Special projects
Other Services
The activities that don’t happen all the time:
- Quickbooks Desktop(QB) or Online(QBO) – easy to use accounting software
- Setting up your company in QB or QBO
- Learning how to use the software
- Digging deeper using custom reports, memorized transactions, bank feeds, etc.
- Setup an accounting system from the beginning
- Create Standard Operating Procedures(SOP) for accounting activities
- Help with computer organization of files, bookmarks, and emails
- Website – helping with domain names, basic websites, maintaining
If you are interested in finding out more, please connect today!