• Set up a new company (QuickBooks or Zoho Books)

• Set up chart of accounts

• QuickBooks or Zoho Books training and consulting

• QuickBooks classes (customized to your needs)

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​Note: We work with other industry software packages.

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• Financial reporting on a cash or accrual basis

• Monthly journal entries and adjusting journal entries

• Fixed assets

• Prepaid Expenses

• Accounts payable

• Accounts receivable

• New vendor and customer set up (with W9)

• Monthly reconciliation of banks and credit cards accounts

• All other account reconciliations

• Financial statements: income statement (also known as Profit & Loss) and balance sheets

• Review of financials

• Preparation and reporting to CPA

• Clean up of chart of accounts

• Clean up your general ledger

• Clean up and catch up projects

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