Bookkeeping Services
Bookkeeping
General Bookkeeping
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Recording financial transactions (income and expenses)
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Categorizing transactions and reconciling accounts
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Accounts receivable management (invoicing and collections)
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Accounts payable management (bill tracking and payments)
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Payroll processing and reconciliation
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Monthly and quarterly closing processes
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Clean-Up Services
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Bank and credit card reconciliation for multiple months/years
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Correcting errors in chart of accounts
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Identifying and resolving duplicate or missing transactions
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Reclassification of transactions for accurate reporting
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Software Migration Services
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Migration from QuickBooks Desktop to QuickBooks Online (QBO)
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Converting data from other accounting systems (e.g., Xero, Sage)
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Importing historical data into new software systems
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Setting up QBO or other platforms for new businesses
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Setup and Training Services
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Creating a Chart of accounts tailored to the business
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Setting up financial systems and integrations (e.g., POS, CRM)
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Providing training on QuickBooks Online, QuickBooks Desktop
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Developing workflows for efficient bookkeeping processes
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Reporting and Analysis
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Generating financial statements (P&L, balance sheet, cash flow)
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Custom reports for management or stakeholders
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Budget vs. actual analysis
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Identifying trends and insights from financial data
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Tax-Related Services
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Preparing and organizing data for tax filings
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Tracking deductible expenses and tax-related transactions
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Filing sales tax returns
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Advanced and Specialized Services
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Multi-currency bookkeeping for international businesses
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Industry-specific bookkeeping (e.g., e-commerce, non-profits)
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Fixed asset management and depreciation tracking
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Managing loan and credit accounts
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Audit and Compliance Support
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Preparing for audits (internal or external)
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Organizing financial records for grant applications or investor reviews