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Remote Services Offered

We customize your QuickBooks to your specific needs via remote access:

  • Company File
  • Chart of Accounts
  • Customers and Invoicing
  • Vendors and Payables

QuickBooks Cleanup Services

  • Existing QuickBooks files will be analyzed, cleaned up and set up correctly.  
  • Pricing quotes available on an individual basis.

Services may include the review and adjustment of the following, depending upon need:

  • Chart of Accounts
  • Balance Sheet
  • Profit & Loss Statement
  • Customer and vendor setup
  • Items
  • Inventory  Items
  • Sales Tax setup
  • Bank/Credit Card statement reconciliation
  • Loan accounts
  • Payroll setup

Quickbooks Set-Up - Chart of Accounts

  • Checklists to determine what accounts need to be included
  • Basic business information form
  • Offer OnCall service subscription for continuing help and review services

What does it mean to “Review” your QuickBooks file?

  • We look at the Balance Sheet and Profit & Loss Statement to check for irregularities or items that look out of place or miscategorized.
  • We will reconcile up to 3 bank and/or credit card accounts.  Additional accounts will incur additional fees of $10 per month per account.
  • We will reconcile your loan (aka Notes Payable) accounts
  • We look at your Accounts Payable and Accounts Receivable reports for anything that looks irregular and will make corrections accordingly at your direction.
  • We may make payroll entries if applicable, although we do not process payroll ourselves at this time

QuickBooks Training

  • How to use Quickbooks to do basic regular activities
  • Offer OnCall service subscription for continuing help and review services

Pricing: Flat rate of $100 for up to 2 hours.  
Additional customization or hours available at a per hour rate of $75.