Accounting Project Help

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Teaching the Basics

Inventory Assemblies:

  • Manufacturing assemblies
  • entering of items and builds
  •  instituting processes

Bookkeeping Cleanups:

  • Identify and correct inconsistencies
  •  Review file for tax accountant to complete tax filing

Import data

  • Website orders
  • Bank Feeds
  • Payment Methods
  • Sales tax

Customize Software and Process: 

  • Set up processes specific to your business


  • Data Fields
  • Logo on forms


  • Ask about software discounts!!

Accounts Receivable:

  • Create Estimates
  • Create Invoices and mail
  • Post Payments

Accounts Payable:

  • Enter bills/Vendors
  • Issue Checks and mail
  • Record Manual Checks

Balance Sheet:

  • Record Fixed Asset/Depreciation
  • Review Balance Sheet
  • ​Reconcile Accounts
  • ​Generate FInancial Reports

​Inventory Management:

  • Set Up Items
  • Create purchase orders
  • Receive items
  • Record Physical Inventory


  • Sales Tax Returns
  • Enter Payroll Journal Entries
  • Memorize Transactions
  • Job Costing
  • Set up Bank Feeds