Personal Bookkeeping Services
1) Establish your bookkeeping on the QuickBooks software. Enter opening balances on your balance sheet: Assets/ Chart of Accounts/ Loan accounts/ Bank accounts.
2) Weekly Bookkeeping Services: Accounts Receivable, Accounts Payable, Month End Closing, Financial Statements: Profit & Loss/ Balance Sheet, Bank reconciliations.
3) Organize office and filing systems, streamline processes.
a. Year end organize all paperwork for your accountant
to prepare your taxes.
b. Bank Accounts tie to financial statements
c. Loan accounts accurately reflect the year end 1099
statements from your bank. Interest is correctly classified.
d. Neat binder for tax accountant.
4) Budget preparation and monthly tracking.
5) QuickBooks Training. Let us train you to utilize the QuickBooks products to its fullest.
6) Want to do it yourself? We will train you and check on your work monthly or quarterly to make sure you are entering your data correctly and producing accurate statements.
7) If you are currently using QuickBooks and need someone to review for accuracy or fix errors or simply improve efficiency. We can help with that.
8) We DO NOT file tax returns. But will help organize the year end paperwork for your tax accountant.