1. Accounting Software Installation/Set–Up/Utilities—QuickBooks on Mac, MYOB, QuickBooks online, QuickBooks for PC, Xero, FreshBooks, PeachTree.
2. Accounting Software Integration w/LightSpeed. Also, some expertise w/ Connectwise.
3. Chart of Accounts Review & Development – work w/small business owners to create COA tailored for their business and decision making needs.
4. Chart of Accounts Migration—migrate data in active file to new COA.
5. Accounting Workflows—review & improve data flow to maximize accuracy, automation and preparation for tax returns.
6. Financial Statements—review for accuracy, completeness, and professional appearance.
7. Ratio Analysis—perform this important analysis of financial statements which is regularly utilized by creditors and banks.
8. Reconciliations—develop appropriate methods to reconcile all Balance Sheet accounts and train staff.
9. Train owners and staff in accounting and software use.
10. Outsourced Chief Financial Officer function.
11. Bookkeeping Function—enhanced remote/onsite at reasonable rates.
12. Interface with tax preparers.
13. Develop Key Performance Indicators.
14. Match Expenses to Revenue in proper periods.
We look forward to speaking with you.