We offer assistance from software selection to developing your chart of accounts and transitioning data from prior systems. We will work with you to set up your accounting system in a way that makes the most sense for your operations. Services may include:
- Check writing setup
- Vendor and customer list entry
- Financial report customization
- Employee and payroll setup
- Payables and receivables tracking setup
- Employee training
- Customized accounting reports (profit and loss statements, balance sheets) specific to your business operations
Services also include month (quarter)-end close assistance (ranging from writing journal entries, maintaining depreciation schedules to developing a month-end process) or developing management reports that are meaningful to your business operations.
We can work with data from software such as QuickBooks, Peachtree, Paychex, Business Works and more. Our goal is to make sure that you are comfortable with the tools you use to run your business.