Cleanup: Fixing errors in your QuickBooks data, reconciling your accounts up to date, and tying your Balance Sheet and Profit & Loss to your most recent tax return.

Setup: Configuring your Chart of Accounts, Products and Services, Custom Forms, Classes, and Custom Fields to get your business off on the right foot.

Period Closings: Reconciling your Balance Sheet and Profit & Loss to source documents for the month-end, quarter-end, and year-end accounting cycles.

Bookkeeping: Managing your QuickBooks transactions, bank feeds, bank account reconciliations, receivables, payables, and payroll to ensure that your accounting is fully accurate and up to date.

Data Migration: Importing your accounting data to QuickBooks Online or QuickBooks Desktop to better serve your accounting needs.

Integrations: Integrating apps and add-ons such as Bill.com, Expensify, QuickBooks Payroll, and Salesforce to enhance your QuickBooks and operations.

Time Tracking: Utilizing QuickBooks Time for simplified employee time tracking, payroll processing, reporting, scheduling, and team management.

Payroll: Setting up, configuring, and processing your QuickBooks Payroll while monitoring automatic tax payments and form filings.

File Organization: Optimizing your Box folder structure to ensure that all files are systemically named, stored in the proper folder, and easy to find.

Integrations: Connecting Box to popular apps such as Google Workspace, Microsoft Office 365, Salesforce, Slack, and Zoom for increased functionality.

File Migration: Moving your paper and electronic files to Box cloud storage to enhance collaboration, save office resources, and enable your team to access files anywhere.

Project Management: Mapping out all the tasks and details of your work project on Smartsheet for smarter management and collaboration from start to completion.

Time Allocation: Using Smartsheet to organize your team's day-to-day tasks efficiently for easier tracking of time and resources.

Custom Templates: Customizing Smartsheet templates for virtually anything, including budget management, employee onboarding, event planning, inventory management, IT ticketing, maintenance scheduling, and social media management.

Workflow Processes: Creating interactive step-by-step instructions (SOPs) through Trainual for work processes such as employee onboarding, invoicing, payroll processing, purchasing, and travel reimbursements to help automate employee training.

Workplace Policies: Detailing your workplace policies A to Z such as anti-harassment/discrimination, code of conduct, cybersecurity, flexible work, health and safety, and paid time off to keep your team best informed and compliant.

Company Overview: Laying out the facts about your company, including its goals, history, legal structure, location(s), management team, mission and vision statements, products and services, and target market in an easy-to-read format.