Personalized Accounting Support For Your Business

Personalized Service

The free initial consultation begins onsite by assessing your specific needs.  What are you currently using as a means for bookkeeping? What areas do you feel could use improvement, what areas are working well that you prefer to keep as is?  What would you like from an Accounting Service?

QuickBooks Online

Having the right tools at the right time can make any job easier, and the same is true for your bookkeeping needs.  QuickBooks has been the software of choice for hundreds of thousands of small businesses throughout the world.

Here are a few reasons why so many businesses prefer QuickBooks Online:

• Customizable invoicing and billing options let you personalize how clients interract with your business.

• Cloud based QuickBooks Online allows you to access your data wherever you are, whenever you want.

• Use your mobile device to record expenses, send invoices and accept payments on the go.

• Online banking lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.

• Capability to easily share data with popular programs such as Microsoft Excel, Word, and Outlook.

• Your customers have the convenience of paying easily with a credit card or online bank transfer, which means you receive your money faster.

• Reporting options that allow you to see how your business is doing by the use of user friendly graphs and charts.

• Easily accessible client lists, vendor lists, and product lists allow you to keep organized, thus promoting more effective relationships and increase sales.

• Ease of use, integration, security, and pricing.

Set-Up

Although QuickBooks is designed to be used by those who are not Accountants, setting it up to suit your business can be tricky and frustrating.  

The way your company is set up will greatly impact your user experience.  If your “Chart of Accounts” isn’t quite right for you, it can make recording transactions difficult and limit the usefulness of your Financial Reporting.  

Therefore, after the initial consultation, the process of selecting which QuickBooks Online Products are right for your business begins.  This is accomplished by a series of questions that will help us assess your specific business needs and personalize the settings of your QuickBooks products. In addition, beginning balances for Balance Sheet reporting will need to be added for companies beyond their first year of operation.

Training

Some transactions can be recorded in different ways, selecting the wrong options may result in inaccurate books and out of balance accounting.  This is where training can be helpful.  Establishing the work flow for day-to-day transactions that will be done in-house will make for a better user experience.

Monthly Service Packages

For those who want a little more bookkeeping assistance after the initial QuickBooks Online Set-Up, monthly package options are available.