New company (business) setup in QuickBooks Online
Customized chart of accounts setup
Client & vendor setup
Bring your books to an accurate and orderly state
Catch up books that are behind
Get your books ready for tax filing
Record and categorize transactions
Reconcile bank & credit card accounts
Provide monthly financial reports (Balance Sheet, Profit & Loss Statement, Statement of Cash Flows)
Email summary of monthly financial performance
Liaison between you and your tax professional as needed
Monthly or Quarterly strategy sessions
Accounts payable (bill pay)
Accounts receivable (invoicing)
Assisted payroll
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