Our Services
Contact Peggy for Pricing
General Services
Migration from QuickBooks Desktop to QuickBooks Online
Migration from other practice management systems to Clio
Clio and QuickBooks Online (QBO) Setup and Integration
QuickBooks Online Cleanup
Custom Financial/Profitability/Productivity Reports
Clio Consulting
Clio Workflows and Document Templates
Yearly Bookkeeping
Prepare and send 1099s
Prepare and deliver reports to accountant
Monthly Bookkeeping
- Monthly reconciliations:
- Includes all accounts and production of financial reports, list of reports to be discussed upon engagement
- In-house accountant to do a Quality Review of all reports before delivered to client
-
3-Way Trust Reconciliation
- Payroll Setup/Processing using Client’s vendor of choice and Recording Transactions
-
Including 401K, profit-sharing and insurance transactions/allocations in QBO
-
-
Payment of Vendor Bills
- Prepare and send client invoices and past due notices
-
Includes monthly AR report review with client
-
-
Weekly review QBO and record all transaction with correct category (General Ledger account)
-
Weekly communication with client regarding any discrepancies or unknow transactions
-
Weekly Cash Flow and Projection Reports