When we work with an account, we typically divide them into the following categories:
Live: These accounts are where we’re very proactive with the bookkeeping. Tasks may include paying bills, sending out invoices, making deposits, cutting commission checks or processing payroll, just to name a few. The tasks we do depend on our client’s preferences and needs and can be all or just some of the above mentioned tasks.
Non-Live: This is where we’re given items such as bank and credit card statements to enter. Our clients can typically handle the day-to-day tasks themselves, but want the information entered in order to obtain financial reports, as well as make it easier for tax time.
Training: Perhaps you just bought QuickBooks and want to learn the program so you can do the bookkeeping? Perhaps you’ve had QuickBooks for a while and you just can’t figure out how to do a certain task? Perhaps you just need some help with cleaning everything up? Whatever the reason, we can provide support remotely or on-site to go through whatever questions may pop up.
QuickBooks Review: We have several clients where someone within the company makes all of the entries themselves. However, periodically throughout the year, they like to have us review the account to make sure everything is being entered correctly. Many companies like the idea of us reconciling their books monthly.
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