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Balance Sheet:
~ Record Fixed Asset/Depreciation
~ Review Balance Sheet
~ Reconcile Accounts
~ Generate Financial Reports
Accounts Payable:
~ Enter Bills/Vendors
~ Issue Checks and Mail or pay electroncally
~ Record Manual Checks
Customize:
~ Data Fields
~ Logo on Forms
~ Set Up Process Specific to Your Business
Accounts Receivable:
~ Create Estimates
~ Create Invoices and e-mail
~ Post Payments
Bookkeeping Cleanups:
~ Identify and Correct Inconsistencies
~ Review File for Tax Accountant to Complete
Miscellaneous:
~ Sales Tax Returns
~ Payroll Journal Entries
~ Memorize Transactions
~ Set Up Bank Feeds
~ Job Costing
Important Data:
~ Website Orders
~ Bank Feeds
~ Sales Tax
~ Payment Methods
Inventory Assemblies:
~ Manufacture Assemblies
~ Enter Items and Builds
~ Implement Processes
*Ask me about recommended software!*
Inventory Management:
~ Set Up Items
~ Create Purchase Orders
~ Receive Items
~ Record Physical Inventory
Accounting Project Help
Teaching the Basics