Quickbooks
Accounting software is supposed to be easy, so why is it so much work?! Whether you are a Quickbooks pro or still using an abacus– I can set up, clean up, automate, and teach you to maintain your digital accounting needs.
QuickBooks Set-Up
- Assess your accounting and software needs
- Recommend appropriate Quickbooks Software for you
- Install the software and set-up your company files
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- Set up chart of accounts
- Create item lists for invoicing, expense and inventory tracking
- Assist in customizing forms for invoices, purchase orders, etc.
- Enter Customer information and Vendor information
QuickBooks Troubleshooting and Cleanup
- Review Chart of Accounts and delete any unused items
- Review each account for accuracy
- Reconcile checking, credit cards, loan amounts, payroll liabilities and make needed adjustments
Train You to Use Quickbooks
- Write checks
- Create and email invoices
- Receive client payment
- Prepare deposits
- Enter credit card charges
- Create reports
- Create backup of Company file
- Show you useful tips and set-up preferences