Examples of Bookkeeping Services
- Account Reconciliation
- Error Correction, Reclassifications
- Setup & Cleanup of QuickBooks and Financial Records
- QuickBooks Training
Accounting vs. Bookkeeping:
Accounting is not bookkeeping and vice versa. An outsourced Accountant and Bookkeeper needs expertise in both, and you, as the Client, should demand nothing less. Even highly proficient Bookkeepers can create problems for a business’s financial records if they’re not familiar with fundamental accounting principles, let alone more complex transactions. It’s like saying, “I’m a great Formula-1 Race Car Driver, but I know nothing about Cars.”
Accounting and Tax Implications of Transactions:
I also have the foresight and understanding to advise Clients on the accounting and tax implications of certain transactions before they’re executed.
I’ve helped clients understand the importance of using QuickBooks proper workflow processes and the problems that are created when these processes are bypassed or used in ways, not intended. Is your Undeposited Funds balance increasing and you don’t know why? Negative balances in asset or payables/liability accounts? Let us help. I’ve resolved erroneous or duplicate entries and corrected books/records for many Clients to preserve their historical data without starting from scratch with a new file.
Available for QuickBooks and Excel Training:
I’m also available for QuickBooks and Excel training and can accommodate small as well as large groups.