Your Business, Your Books, Your Processes
The world is ever changing, you either keep up or fall behind
With the constant moving of data in your business, it can be a real puzzle to figure out how to best move this data into your Bookkeeping Software.
Some of the key areas to capture are: Sales Tax, 1099s, Inventory, Sales, Estimates, Payroll, and any number of customized reporting you want to see, to run your business and make wise choices.
The list is never ending, data coming in and going out....
Business Process Review-Outdated Systems
If you are always chasing and second guessing if your data is in the right place and up to date....time to review the process!
Accounting System Conversions and Integrations
Conversions to or from any number of programs:
Quickbooks Desktop
Quickbooks Online
Xero
Freshbooks
Fishbowl Inventory
SOS Inventory
Method CRM
Shopify
Square
Day to Day Accounting Projects
Day to Day Accounting Projects
Accounting System Conversions
Ap Integrations
Initial Bookkeeping system set up
Training on various software
Customization within software
Clean up projects
Catch up projects
Tax Accountant, Bookkeeper, and Small Business owner support
Support Calls
Support Calls
Day to Day Accounting Projects
Phone call or e-mail support:
Need to record an asset purchase
How Do I....questions
My Beginning balance is off
Bad Debt Write Off
Inventory Adjustment
How should this be coded
Industries
Support Calls
Connections
Industries:
Retail
Non Profit
Manufacturing
Construction
Services
Connections
Support Calls
Connections
I don't do it all, but have several good relationships I could recommend:
Banker
Payroll Specialist
CPA
Bookkeeper
IT Tech
Investments
Business Broker