A full review of your current books to determine if they are set up correctly and are accurate so that you can make good financial decisions for your business and be ready for tax time.  This is a diagnostic service only;  Corrections are included in one of the other service options.

Whether you are new to using QuickBooks Online or need some training with an expert, we take care of setting up your company file, chart of accounts, vendor information, bank accounts, importing data, and setting up user access.  Tutorials are available as needed to make sure you are comfortable using the software.

Reviewing all transactions in your current books, reconciling accounts, entering missing transactions, and/or making corrections as necessary.

Importing or manual recording and categorizing all financial transactions, reconciling bank and credit card accounts, updating any loans, ensuring payroll information is entered correctly, and generating financial statements.

Importing and/or manually entering bank and credit card transactions, categorizing transactions based on the information provided by you, and reconciling all accounts to get books up to date.