Services

1. Bank Reconciliation – Matching bank/credit card statements with QBO records.

2. Recording Transactions – Entering and categorizing income and expenses.

3. Accounts Payable – Tracking and organizing bills, due dates, and payments.

4. Accounts Receivable – Creating invoices and tracking customer payments.

5. Expense Categorization – Assigning correct categories for tax and reporting.

6. Monthly Financial Reports – Generating profit & loss, balance sheet, and cash flow reports.

7. Payroll Recording – Entering payroll data (if using outside payroll service).

8. Sales Tax Tracking – Calculating and preparing for sales tax payments (where applicable).

9. QBO Setup & Chart of Accounts – Setting up a new QBO file and organizing the chart of accounts.

10. Connecting Bank Feeds – Linking bank/credit card accounts for automatic transaction import.