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Services

  • Establish new QuickBooks file or clean up existing file, desktop or online QuickBooks

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  • Repair inaccurate books to reflect actual figures and balances

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  • Build or rearrange Chart of Accounts as needed

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  • Get bank, credit card and loan accounts caught up, entering transactions and reconciling to bank statements

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  • Regular monthly or quarterly maintenance

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  • Prepare financial reports for lenders or financial progress tracking

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  • Establish budgets

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  • Maintain vendor and customer information

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  • Enter journal entries as needed

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  • CAM reconciliations

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  • Year-end processing

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  • 1099 vendor processing

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  • Provide financial accounting to CPA for tax filing

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  • Available to CPA for assistance with questions and any required reports needed

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  • Enter CPA year-end adjusting journal entries

Computer Keyboard

(805) 665-3494

Books

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