How May We Help You?
QuickBooks "Telephone" Consulting/Training?
QuickBooks Set-up, Tune-up, Training & Consulting
- Client is sent an email link to their own secure/password protected "Vault" through SmartVault www.smartvault.com - (No extra charge to client)
- QuickBooks portable or backup file is uploaded to their vault
- We then download your QuickBooks file (any version of QuickBooks) to my PC.
- We schedule our telephone consultation convenient to both client and my schedule.
- TRUE hands-on consultation and training as client has total access to their mouse, not me!
- You learn at your pace! No rushing. We will give instructional steps we both simultaneous do.
- Many advantages to this procedure as there is No staff interruptions, client is relaxed in the environment they so choose.
- No intimidation or fear as sometimes a client feels consulting/training can be over-whelming.
- Best training experience we can offer!
QuickBooks Certified ProAdvisor Profile
Phone - 845-227-7361
Fax Line - 866-CLS-2211
Frequency of Services
- Weekly Bookkeeping
- Bi weekly & Semi Monthly
- Quarterly Processing
- Year end clean-up for your tax preparer
Monthly Historical Transaction Input
- Post checks/debit transactions
- Post cash receipts
- Enter credit card transactions
- Reconciling all cash accounts
- Payroll journal entries
- Payroll & Payroll Reporting
- Process Workers Compensation Tax Reports
- Process 1099 and 1096 forms
Accounts Payable & Receivable
- Accounts Payable Online Bill Paying
- Accounts Receivable Invoicing
- Customer/Client receipt of payments
- Sales Tax Reports
Standard Monthly Reports
- Financial Statements
- Budget Creation
- Class P&L
- Any designated for clients needs
Annual Tax package for CPA
- Profit & Loss
- Balance Sheet
- Accounts receivable
- Accounts payable