Bank Reconciliation
Bank reconciliation statements confirm that payments have been processed and cash collections have been deposited into a bank account. Reconciling your bank statement every month can help identify errors and potential fraud, preventing problematic situations and unnecessary financial hardship.
QuickBooks Payroll
Want to set up payroll and forget it? Here is how we can help: Create and run payroll, schedule payroll, check dates, set up a QuickBooks bank account, select the employee you want to pay, and prepare for verification.
Book Cleanup
Have you needed to catch up on your record-keeping? No worries! We can help you clean up your books to operate with up-to-date financial information for the current year. Our team will review and correct any errors in your company's financial records, including fixing double entries, miscategorized transactions, and other inconsistencies. We ensure your data is accurate, complete, and ready for your accountant.
Considering QuickBooks
(Free Consultation)
We provide a 60-minute consultation to discuss your options and costs and address any questions or concerns you may have. During this session, we will cover:- Which version of QuickBooks is best suited for your business needs- The number of licenses required to support your staff- Any third-party applications you may need- Whether custom programming or integration is necessary
QuickBooks Setup
Are you setting up QuickBooks for the first time? We offer an initial setup service for new users that includes the following steps:1. Enter your business information.2. Get familiar with the dashboard.3. Complete the setup checklist.4. Configure your chart of accounts to include revenue, expense, and other frequently used accounts.5. Set up user accounts.6. Enter your bank and credit card information to import transactions.7. Configure your payment settings.8. Provide your tax information.Feel free to reach out if you have any questions!
1099-MISC and 1099-NEC.
The 1099 form reports non-employment income to the Internal Revenue Service (IRS). Businesses are generally required to issue a 1099 form to any taxpayer (excluding corporations) who has received $600 or more in non-employment income during the tax year.If you pay contractors via cash, check, or direct deposit, you must file 1099 forms with the IRS. We can assist you in preparing your 1099 forms efficiently using the information already available in your QuickBooks account.Here's how we can help:1. Set up your contractors and track payments.2. Create your 1099 forms.3. E-file your 1099 forms.4. Monitor your filing status.
Adjusting Journal Entry
Accountants frequently adjust journal entries to correct minor errors or to record overlooked transactions throughout the year. This additional task often results in extra work for you. We offer this service on an as-needed basis.
Transaction Classification
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