Whether you are setting up the desktop or online version of QuickBooks, the initial setup and installation must be done correctly to make the program work for you and your business. We have the knowledge and experience to make the process as painless as possible, and we will ensure that it is done properly from the start.

We pride ourselves on helping clients who are overwhelmed and frustrated by their inaccurate and incomplete books to make sense of their records and statements. Our forensic bookkeeping skills can help track and organize previous financial data, map entire transaction histories, and determine how and where money is being spent. We will reconstruct days, months, or even years of past records so you can end the year with clean and accurate books.

Once you have your books set up, regular monitoring is required to make sure that they stay clean and accurate. Let us do the heavy lifting throughout the year so you can focus on your business. We can help with:

1. Accounts Payable: Track bills and get them paid on time.
2. Accounts Receivable: Invoice customers and track payments.
3. Payroll: Use QuickBooks or your payroll service to manage payroll, while providing quarterly or annual reporting.
4. Monthly Bank Account and Credit Card Reconciliations: Make sure your accounts are correctly categorized and balanced each month.
5. CPA Interfacing: Ensure seamless tax preparation by communicating directly with your CPA.
6. IRS Forms: issue the necessary tax forms such as 1098s and 1099s.