QuickBooks Online is one of the most powerful tools for managing your business finances, and I’m here to help you make the most of it. Whether you're getting started or need expert guidance to optimize your use of QuickBooks Online, I provide tailored support to ensure your books are always accurate and up-to-date.
QuickBooks Setup & Configuration
I’ll guide you through the initial setup process, ensuring QuickBooks Online is tailored to your business needs. This includes:
- Setting up your chart of accounts
- Customizing invoices, estimates, and sales receipts
- Connecting bank and credit card accounts for easy transaction import
- Integrating with other apps and tools you use (like payroll, inventory, or CRM systems)
Ongoing QuickBooks Maintenance & Support
I provide continuous support to keep your QuickBooks Online running smoothly. Services include:
- Troubleshooting and resolving technical issues
- Regular updates and software version upgrades
- Error resolution and data integrity checks
- Customized reports and financial dashboards setup
- Ensuring you're utilizing all available features to streamline your processes
Monthly Reconciliation & Reporting
- Match every transaction to ensure your accounts are accurate and balanced
- Identify and fix discrepancies or duplicates
- Ensure nothing is missing or miscategorized
- Provide monthly financial reports to include Profit & Loss, Balance Sheet and Statement of Cash Flow