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getting started

Diagnostic

  • 1-on-1 discussion outlining issues and frustrations

  • Review QB file

  • Perform A-Z inspection

  • ID process that support solutions to frustrations

  • Create Ultimate Financial Goal Plan

Setup

​

  • Full functioning accounting software and applications 

  • Daily meetup for updates and training

  • QuickBooks Online subscription included

Cleanup

  • Organize

  • Prioritize

  • Systematize

  • Get the books accurate

conversion

QBO

QBO

QBO

  • QB Desktop to QB Online

  • Complex Conversions

  • Migrations from other Software

  • Convert from QuickBooks Pro, Premier, Enterprise or Mac file

Recurring services 

Quarterly Financial Report

Quarterly Bookkeeping Service

-Review vendor 1099 docs
 

-Process & pay payroll taxes
-Process & pay estimated income tax
-Process & pay sales tax
-Review & discuss financial reports

-Support & training

hover your mouse over the four services

Monthly Bookkeeping Service

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-Reconciled bank accounts

-Reconciled cc accounts

-A/R collection plan       

-Financial cleanup 

-QBO subscription 

-Support & training

Weekly

Bookkeeping tasks 

 

have you feeling

overwhelmed?

Relaxing dip

-Process & record payments/deposits

-Match/add bank feed items

-Create & send invoices

-Enter & pay expenses

-Timesheet review

-Process Payroll 

-Customize it

-Support & training

        

Financial Consultation

You are

Ready for Year-end

?

-Send vendor 1099's
-Send employee W-2’s
-ID non-collectible accounts & W/O
-Review & reconcile financials
-QB file CPA ready

-Create a budget for new fiscal year

-Support & training

ABC four core recurring services weekly monthly quarterly yearly
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