Consulting and Ongoing Services




Consulting services (for QuickBooks and QuickBooks Online)

Disaster Recovery: Reconstruction of lost accounting and payroll records
Multiple year clean up and/or reconstruction of incomplete records
Conversion to QuickBooks Online from QB Desktop or other accounting systems
QBO set up with integrated third party applications
QBO Chart of Accounts clean up
QBO problem solving
Custom invoices and other forms
Custom fields
Payroll and sales tax set up
Bring performance indicators into dashboard (or other QBO interface customization)

Consulting services (for Xero)

Xero set up
Xero rules set up
Xero monthly review and clean up
Xero interface customization

Bookkeeping services (Ongoing Services)

Weekly updates and coding
Accounts Receivable and Accounts Payable management (online)
Monthly updates, coding, reconciliation, and transaction review
Payroll support (QuickBooks or third party)
Prepare files for taxes, work with tax preparer
Prepare and file 1099’s, W9’s, 1096
Prepare and file county property tax (571-L)
Sales tax returns


Standard monthly reports (for internal use)
P&L, Balance Sheet, Cash flow review
Profitability reports: sales, customer, etc.
Customized reports, graphs

Budget/Revenue Planning

Create budget and budget reports
Cash flow forecasting
Budget advisory services
Calculating cost of adding new clients
Comparative P&L with similar industry

Accounting systems and work flow related services

Accounting systems and 3rd party add on recommendations
Accounting systems set up
Online document management
Mobile connectivity
Project management software

Services for Accountants

Collaboration with clients & accountant
Better visibility and insights into client’s business
Marketing services – client touch plan for retaining clients
Marketing services – events and online marketing