Bookkeeping & QuickBooks Training Program
This is a on-demand training program for new business owners. In this program you will learn: the importance of bookkeeping as a small business owner, how to set up and manage your own customized bookkeeping system, and how to properly use QuickBooks online.
Monthly Review & Reconciliation
This service is for the business owner who will handle the books themselves but wants to have an expert review it monthly to ensure there are intact. With this service we will: review your books for accuracy, reconcile bank accounts, and provide monthly financial reports. Businesses who successfully complete the Bookkeeping Startup Cohort Program are eligible for this service.
This service is for the business owner who no longer has the time or desire to manage their books themselves. With this service we will: record your transactions, reconcile bank accounts, and provide monthly financial reports.
QuickBooks Online Review
This service is for business owners who already have a QuickBooks account but aren't sure if it has been set up or maintained properly. One of our trained QBO ProAdvisors will review your account and provide a written assessment outlining the status of your account along with recommendations to ensure the system is set up to serve you and your business well.
This service is for the business owner who has gotten behind in their books and needs support bringing it up to date. With this service we will: record/correct historical transactions, reconcile bank accounts, and provide year to date financial reports.