Bookkeeping

Professional Quick Books Online (QBO) management

Your books should be easy and simple for you!

We work to make sure that your financial records provide useful information that propels your business forward, while ensuring you are ready for any reporting or tax need that may arise throughout the year.

What we provide:

QBO Setup and proper selection/creation of your Chart of Accounts for maximized reporting and tracking options
Bank and Credit Card account connections to QBO
Accurate posting of transactions to their respective accounts
Document (receipts, contracts, etc) uploading to QBO for long term access and storage
Account reconciliations
Monthly Financial Statement review and analysis
Taxation and Informative Bookkeeping offerings
Additional Accounting services available based on client needs

Taxation Bookkeeping:

For businesses that are behind on completing their books and need to file taxes before penalties and fees are incurred (or before more penalties and fees are incurred).
- PROS: Taxation Books can be completed with the bank statements and paper records that you have. Taxation books allow your business to get caught up on taxes.
- CONS: Taxation Books will not provide all tax savings benefits since many of these benefits come from complete and accurate financial receipts and documents.

Taxation Books accurately reflect the income to the business from paper statements and provides a means for creating past year bookkeeping and filing back year taxes. We can complete up to 7 years of bookkeeping re-creations to support the 7 years of required taxation history.

Informative Bookkeeping:

For businesses that understand that bookkeeping may have started for taxation purposes, but SMART business owners use bookkeeping for making SMART business decisions.
- PROS: Great analysis tools implemented into your books to allow for managerial reporting and information gathering.
- CONS: Takes a little more time as classes, tags, and locations are added in a systematic way to ensure your data can become useful, strategizing information instead of just numbers.

Informative Books accurately reflect the income and expenses of your business AND provide insight and knowledge on where and how to make profitable decisions that can make a huge difference to your Profit Margins.

Email Jenny

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