Bookkeeping & Training

Weather we do it for you, or you need someone in your company trained to do it, we’ll take the burden of bookkeeping off of your mind with accurate financial results that you can rely on for daily business decisions.

Bookkeeping & Training

Our bookkeepers provide exceptional accounting help from basic to advanced assistance or train your existing staff. Accounting services may be provided on site or remotely and at a logical frequency determined by you and our team. We understand the importance of ethical bookkeeping, accounting practices and accurate financial data at an hourly or flat, monthly rate that you can afford.

** Exceptions apply to timely financials when information is lacking or pending from client. Client is responsible for timely and accurate responses and providing necessary supporting documentation as requested.

*** Accounting subscription is included in monthly bookkeeping packages for new subscribers only. Existing subscribers will continue to be billed direct by the app provider.

**** Contracts will adjust as app provider’s pricing adjusts for accounting app subscriptions. Notifications will be emailed to clients for such increases and auto-charge will automatically update accordingly.

Our bookkeeping packages include the following

Software & 3rd Party App ProAdvisor: Accounting system conversions, software support and training

  • QuickBooks
  • PeachTree
  • BusinessWorks
  • Microsoft Great Plains Dynamics
  • Wave
  • Xero
  • Receipt Bank
  • TSheets
  • Expensify

Full Charge Bookkeepers: Weekly, Bi-Weekly, Monthly, Annually

  • Record vendor bills and sales invoices
  • Process vendor checks, customer payments and deposits
  • Generate and send monthly customer statements
  • Reconcile vendor statements
  • Enter adjusting journal entries
  • Conduct monthly and fiscal year-end close including
  • Update vendor W9 information and generate 1099’s
  • Bank and petty cash reconciliation
  • General and subsidiary ledger reconciliation
  • Payroll and payroll tax payments and reporting
  • Sales/Use tax returns
  • Multi-state reporting
  • Annual 1099/1096 processing

QuickBooks Training: Our QuickBooks ProAdvisors offer group or individual Training for QuickBooks session(s) at your facility or off- site. Training materials are included with each session and discounts are extended with most group sessions.