Bookkeepers Plus

Services Bookkeepers Plus Offers

Setting up QuickBooks for your company
1. Advise you in selecting the most appropriate QuickBooks product for your business and assist you in purchasing it (if not already purchased), securing any discounts that may be available.
2. Install your QuickBooks software on your computer (if not already installed).
3. Set up your QuickBooks company file with a chart of accounts that conforms to the tax return for your entity type.
4. Customize your QuickBooks company file with “items” specific to the goods, services, and costs typical for your company.
5. Create your opening balance sheet.
6. Train you to get started using QuickBooks.
7. Enter past transactions, or supervise you in doing so, until the company file is current.
Ongoing bookkeeping services in your QuickBooks company file
1. Create estimates, sales orders, and purchase orders from information you provide.
2. Enter transactions from documents that you provide (e.g. bills from your vendors, receipts from your purchases, fulfilled sales orders to invoice your customers).
3. Pay bills/print bill-payment checks for your signature, or record payments made by hand-written checks.
4. Enter timesheet data and process payroll, including direct deposits and paper checks, as desired.
5. Reconcile bank accounts from bank statements.
6. Enter period closing entries, such as interest accruals, depreciation entries, work-in-process adjustments, inventory adjustments, etc.
Service bureau
Provide print and mail services for your business transactions.
Financial analysis, management consulting, ‘CFO' services
1. Prepare reports on the financial condition and performance of your company.
2. Advise you on strategies and methods for managing your company's financial operations.
3. Oversee financial operations. Create and monitor procedures and controls, much like a Chief Financial Officer would do.

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