MONTHLY BOOKKEEPING
SET UP/CLEAN UP
- Monthly bank and credit card reconciliation
- Monthly Financial Statements (Balance sheet and Profit & Loss)
- Accounts Payable (billing) and Accounts Receivable (invoicing)
- Enter Payroll processes
- Enter principle and interest on loan payments
- Email, Phone & Zoom support
- Collaborate with tax preparer
- Initial Phone or Zoom consultation
- Choose QuickBooks Account type and activiate
- Connect bank and credit card account to QuickBooks
- Create customized Chart of Accounts
- Organize and reconcile bank and credit card accounts to current
- Provide current Financial Statements
- Discounted Quickbooks subscription
Additional items can be added based on the needs of YOUR company.
