As part of the Advanced ProAdvisors program, we can offer you extra benefits and resources to help your business. QuickBooks Online is the ultimate version of QuickBooks: organizes your financial information all in one place, automatically customized to fit your business, upgrade or cancel at any time, online access 24/7 anytime, anywhere; automatic backup of data. 

Setting Up- We study and evaluate your business processes and recommend the QuickBooks Online Plan that fits your needs.

Training- Train clients or client staff in using software to meet their Accounting necessities. We come to your location and focus on the individual issues facing your business.

Consulting- Employees in your Accounting department will find comfort in knowing an expert in QuickBooks Online is only an email or call away.

We will:

• Clear the backlog of un-posted historic transactions.

• Correction of miscoded GL entries such as expenses booked in asset accounts, wrongly booked income, etc.

• Clean-up of the chart of accounts through the removal of duplicate and unused accounts and systematic structuring of accounts.

• Reconcile historical accounts with the bank, credit card, mortgage, line of credit, vendor, and customer statements.

• Adjustments of already posted entries according to accounting standards.

We will:

• Prepare Financial Statements (Balance Sheet, Profit & Loss Statements)

• Reconcile bank accounts

• Financial analysis and strategy

• Financial forecasting

• Oversee company payroll and payment processes

• Maintain a Clean General Ledger

• Closeout your books and create all necessary paperwork to file your taxes at the end of the year

• Provide unlimited accounting consultations

We will:

• Record and categorize financial transactions

• Post debits and credits

• Produce and send invoices

• Account receivables (entry, deposits, collections)

• Accounts payable (entry, bill, paying)

• Maintain, balance general ledger and historical accounts

• Inventory management

• Fixed Assets registration and control

We will:

• Determine the best business structure (i.e., sole proprietorship LLC, corporation, partnership) for your situation.

• Assist with the financial analysis in your business plan.

• Provide advice on the QuickBooks Online plan your business may need

• Make sure your Accounting procedures comply with government, state, local regulations and requirements

We will:

• Prepare, file all required state and local licenses including permits

• File your application for your Federal Employer Identification Number

Our seasoned team of professionals engages in conducting a deep dive into your new or steady-state marketing processes. Being aligned with your business KPI's and goal, we will construct an actionable effective plan to deliver results. We specialize in guiding your business journey from Implementation to Integration.

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• Market situational analysis.

• SWOT Analysis.

• SMART Action Plans.

• Building Brand Awareness.

• Field-Based & Social Media Guidance

• Effective Budget creation with QBO.

• Financials managed with QBO

Our licensed professional notary services are here to make life easier and save you time.

We will review financial documents for accuracy, including compliance with laws and regulations. Our role as consultants is focused on providing objective assessments and informed opinions about how existing practices and procedures might be improved. Overall goals of an audit include increased operational efficiency, risk management, and regulatory compliance.