Professional Consulting Services

Accounts Receivable and Payable Management

• Invoice Generation and Tracking
• Payment Processing and Tracking
• Vendor and Client Account Reconciliation

Bank and Credit Card Reconciliation

• Monthly Reconciliation of Financial Accounts
• Identifying Discrepancies and Rectifying Errors

General Ledger Maintenance

• Recording and Categorizing Transactions
• Ensuring Accuracy and Completeness of Accounts

QuickBooks Setup Training

• Account Setup and Customization
• Understanding the Quickbooks Interface

Basic Navigation Training

• Overview of Key Features and Tools
• Proper Workflow of Forms

Accounts Payable and Receivable Training

• Invoicing and Payment Tracking
• Managing Bills and Expenses

Bank Reconciliation Training

• Connect and manage bank accounts in QuickBooks
• Ensure proper categorization and reconciliation of transactions 

 Credit Card Reconciliation Training

• Link credit card accounts directly to Quickbooks
• Ensure proper categorization and reconciliation of transactions 

Payroll Management Training

• Manage Payroll Entries from External Payroll Company
• Manage Payroll Within Quickbooks Payroll