QUICKBOOKS FINANCIAL SERVICES

Our years of experience have taught us the needs of small business owners, the problems faced by startup founders, and the challenges confronting nonprofits. Some of the most requested services include:

  • QuickBooks Tutorials – First-Time and Current Users

  • Customize QuickBooks Files – For Your Small Business, Startup, or Nonprofit

  • Analyze and Clean Up QuickBooks Files – Identify Issues, Fix Problems, and Recommend Solutions to Ensure Financial Information Is Complete and Accurate

 

  • Maintain QuickBooks Files – Post Transactions and Reconcile Accounts

 

  • Provide Financial Statements and Reports – QuickBooks Reports and Excel Spreadsheets

QUICKBOOKS TUTORIALS

 

We teach beginners how to use QuickBooks properly. We explain what QuickBooks can do and how to avoid potential issues. A two-hour lesson is the average length of time necessary for people to attain a working level of proficiency. The lessons can be given in person or electronically.

 

For current QuickBooks users, we show you how to take full advantage of QuickBooks’ many capabilities. The length of time for these lessons varies depending on your proficiency level and the subject matters that are covered. The lessons can be given in person or electronically.

 

Tutorials are $180 an hour, billed in quarter hour segments. To sign up for a tutorial or for more information, please CONTACT us.

CUSTOMIZE QUICKBOOKS FILES

 

A QuickBooks file is tailored for your firm’s specific needs. This allows you to have a better understanding of the financial health of your small business, startup, or nonprofit. You’ll be able to spend less time determining your firm’s finances and more time on growing your business, startup, or nonprofit.

 

Charges are based on the time spent customizing a file. The fee is $180 an hour, billed in quarter hour segments. To sign up for this service or for more information, please CONTACT us.

ANALYZE AND CLEAN UP QUICKBOOKS FILES

 

Before relying on financial information in QuickBooks, the data must be complete, accurate, and current.  We help both for-profit and nonprofits to leverage the full financial management power of QuickBooks statements and reports by analyzing and cleaning up files.

 

Our analysis provides a roadmap on how to avoid and fix common errors that can lead to incorrect or misleading Income and Expense Statements and Balance Sheets. We make sure your financial information is presented in a straightforward, consistent manner that displays an accurate picture. Upon completing an analysis, we’ll provide:

 

  • A Written Summary of Our Findings

 

  • Solutions to Any Issues with Your QuickBooks File

 

  • A Synopsis on Improving the Financial Information

 

If you wish, we will fix issues. Cleaning up a file ensures that the data is complete, accurate, and current. Only then is QuickBooks a powerful financial tool.

 

Charges are based on the time spent analyzing and cleaning up a file. The fee is $120 an hour, billed in quarter hour segments. To sign up for this service or for more information, please CONTACT us.

MAINTAIN QUICKBOOKS FILES

 

Data in QuickBooks files must be complete and accurate. Otherwise, decisions will be made using flawed financial information. It is also essential to update files on a regular basis so that the data is current. We ensure that all transactions – including APs and ARs – are posted and accounts reconciled within a timely manner so that complete, accurate, and current financial information is readily available. Maintenance services include:

 

  • Posting Income and Expense Transactions

 

  • Posting Balance Sheet Transactions

 

  • Reconciling Bank and Credit Card Accounts

 

Charges are based on the time spent posting transactions and reconciling accounts. The fee is $80 an hour, billed in quarter hour segments. To sign up for this service or for more information, please CONTACT us.

PROVIDE FINANCIAL STATEMENTS AND REPORTS

 

Financial statements and reports are the lifeblood of companies and organizations. Because of their importance, we review the data to ensure that the financial information is complete, accurate, and current. QuickBooks statements will be provided on a monthly, quarterly, or as requested basis. In addition to statements and reports, we will provide Excel spreadsheets whenever they are needed.

 

Charges are based on the time spent creating the financial statements, reports, and spreadsheets. The fee is $80 an hour, billed in quarter hour segments. To sign up for this service or for more information, please CONTACT us.