- QuickBooks Desktop and QuickBooks Online* setup, upgrading, cleanup, training
- New QB files, Chart of Account setup, cleanup, and updates
- AP/AR, Reconciliation, 'Classes', Job/ Projects, data entry
- Virtual bi-weekly, monthly, quarterly, or annual bookkeeping & reporting
- Coordination and communication with CPA for tax prep
- Outsourced payroll
- Project-based invoicing, billable expenses, reimbursements, collections
- End of year tasks: 1099s, 1096
- Sales Tax and Business Tax submissions
- Secure cloud-based file sharing option for Desktop QuickBooks for $12 per month
- Business Advisory/ CFO Services: cashflow, workflow, processes, profit, credit, referrals, and other big-picture support
*We do not use Xero or Mac QuickBooks, because these products are unreliable and overly simplistic. We want to stand behind our work, and these products do not meet our standards.