Accounting System Management
Our
most comprehensive business offering, our technicians will manage your
bookkeeping for you, allowing you to focus on your business. You will receive
ongoing, highly customized professional reports detailing your business results
and providing thoughtful analysis of ways to improve and grow your
business.
Service Includes
·
Import and classify bank/CC transactions
·
Reconcile books to bank statements (clean up
old/bad transactions)
·
Track asset purchased/sold
·
Adjust loans for principle/interest
·
Make journal entries (fixed assets, depreciation,
loans, POS, Payroll, sales tax)
·
Identify issues as they happen and alert management
·
Monthly financial reports (P&L and Balance
Sheet)
·
Sales Tax Reports
·
401(k)/Simple Reports
·
QuickBooks Online/Desktop migration and maintenance
·
Calculation of monthly payments
·
Tax Ready Numbers
What We’ll Need from You
·
Provide the following
items monthly on a timely
basis:
·
Bank Statements (login for download or import from QB
Online)
·
Credit Card Statements (")
·
POA System Statement
·
QuickBooks migration