Financial Expertise
QuickBooks Setup
- Initial Setup
- Training
- Implementation
- Follow-up
QB Cleanup
- Analyze pain points
- Advise on necessary corrective actions
- Perform necessary tasks.
- Follow-up
Bookkeeping & Reports
- Perform yearly reconciliations on balance sheet accounts.
- Perform quarterly reconciliation on balance sheet accounts.
- Perform monthly reconciliation on balance sheet accounts.
- Perform monthly reconciliation on balance sheet accounts and perform client data review for year-end tax returns or audits.
- Perform weekly, monthly, and yearly reconciliation on balance sheet accounts.
- Perform client data review for year-end tax returns or audits, and prepare returns.
- Provide fathom reporting.