Bookkeeping Services:
QuickBooks Initial Company File Set Up

QuickBooks Company File In-Depth Restructuring

A/R Customer and Job Maintenance

Billing - Invoice and Statement Generation

A/P Vendor Maintenance and Purchase Orders

Time Tracking Integration for Employees
and Sub-Contractors

24/7 Access to QuickBooks Certified ProAdvisor Sales & Technical Support

QuickBooks Training for Bookkeepers and End-Users

Accountant Liaison & Collaboration 		Inventory Control Set Up and Maintenance

Bank, Credit Card, and Loan Account Reconciliation

Receipt Entry and Bill Pay

Financial Report Preparation

Monthly Trial Balance of Books

Quicken Household or Business Initial File Setup

Quicken Household or Business File In-Depth Restructuring

Quicken End-User Training

Budget Design & Analysis

Payroll Services:
Complete Payroll Processing using QuickBooks Enhanced Payroll Service

Setup and Maintenance of Direct Deposit Service for Employees

Time Tracker Implementation and Integration into QuickBooks (browser-based)

Support of Time Tracker Plug-In for Outlook 		Job-Costing Analysis using Payroll Data

New Employee Setup

Review and Entry of Employee Time Sheets

Payroll Report filing on a Monthly/Quarterly Basis

Annual Preparation and Filing of 1099, W-2, and All Other Annual Payroll Forms

Process Analysis:
Back Office Process Evaluations

Financial Transaction Tracking Process Evaluation

Inventory Analysis and Structure for Optimizing Investments 		Time Entry and Field Process Evaluations

Electronic and Paper Filing Systems Evaluation and Organization

Development of Effective Systems for Capture and Evaluation of Important Information

Research and Reporting:
Evaluation and Customization of Financial Reports within QuickBooks

Creation of Custom Excel Reports integrated with QuickBooks

Creation of Custom Reports using the Intuit Statement Writer 		Special Research Assignments using Public Records and Online Resources

Design and Development of Financial Reports and Graphs used in Legal Proceedings

QuickBooks Data Export into Custom Database for use in Other External Software

Business Support Services:
Client Follow-Up Communcations Writing

Business Proposal Writing

Project Management for All Types of Projects 		Liason and Project Management for Guru.com Projects

Custom Reporting and Analysis Using Information Sources Other Than QuickBooks


Information

We truly believe information is power. If you are a small business owner who is trying to grow your business and do your own bookkeeping, think again about letting this major source of power slip through your hands. We call it the high cost of saving money and we think you might agree.

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Accountability

More and more business people are finding themselves working from home, even starting their own home-based business. Good systems and processes are critically important in this environment, given that no one may be holding you accountable, except yourself.

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Organization

In these tough economic times, good budget design and expense tracking are critically important. If you have found yourself wondering if there is an organized way to handle household finances, we're here to tell you that there is, and we can show you the way.

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