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Accounting Project Help

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952-303-6044

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

Customize:

• Data Fields
• Logo on forms
  

Discounts:

• 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
  

Miscellaneous:

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