Consulting and Ongoing Services
QuickBooks Online Consulting Services
Process automation
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)
Conversion from Xero to QuickBooks Online
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
Accounting Systems and Work Flows
Accounting systems and 3rd party add on recommendations
Accounting systems set up
Online document management
Mobile connectivity
Project management software
Financial Reporting
Management reports
Standard monthly reports (for internal use)
P&L, Balance Sheet, Cash flow review
Profitability reports: sales, customer, etc.
Customized reports, graphs
Budgets and Reviews
Create budget and budget reports
Cash flow forecasting
Budget advisory services
Calculating cost of adding new clients
Comparative P&L with similar industry
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
