Set-Up Bookkeeping

Seamless Import/Export of Data:
Easily transition your existing financial data into QuickBooks Online or export data for external reporting purposes. I will ensure a smooth process, minimizing downtime and avoiding data loss.

Efficient Bank and Credit Card Accounts Setup:
Say goodbye to manual data entry and welcome seamless integration with your bank and credit card accounts. I will ensure that your accounts are set up to smoothly import transactions, reconcile balances, and keep your financial records up-to-date.

Chart of Accounts Customization:
Every business is unique, and I understand the importance of tailoring your chart of accounts to reflect your specific needs. I will work with you to customize your chart of accounts, ensuring that it accurately represents your business and helps you track income, expenses, assets, and liabilities effectively.

Expert Expense Tracking:
Proper tracking of expenses is crucial for managing your business finances. I will set up your expense tracking system to ensure that no expenditure goes unnoticed, helping you maintain a clear overview of your business’s financial health.

Accurate Sales Tax Information:
Avoid the headache of sales tax errors and penalties by taking advantage of my expertise in setting up accurate sales tax information in QuickBooks Online. I will ensure that your sales tax rates are correctly applied, making compliance a breeze.

Effortless 1099 and W2s Setup:
Let me handle the setup of 1099 and W2s in QuickBooks Online, ensuring that your tax reporting requirements are met with ease and precision.

Customized Reports for Informed Decision-Making:
Make better business decisions with customized reports that provide valuable insights into your financial performance. Whether you need balance sheets, general ledgers, or journal entries, I will tailor your reports to meet your specific needs.