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

Setup:  Configuring your Chart of Accounts, Payroll, Products and Services, Custom Forms, and Classes 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.

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.

TBD: 

Financial Strategy:  Providing expert guidance on budgeting, forecasting, cash flow management, and long-term planning tailored to your business and industry.

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.

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