QuickBooks®, Xero® and Wave® Setup

 

QuickBooks® : Currently there are six versions of QuickBooks Software; QuickBooks Pro for Windows, QuickBooks for the Mac, QuickBooks Online (including Simple Start, Essential, and Plus), QuickBooks Premier including its sub categories [Contractor, Retail, Professional Services, Nonprofit, Manufacturing & Wholesaling, and Accountant] Point of Sale (usually used to track the sale of inventory and/or in a retail environment), and QuickBooks Enterprise for your business. We will help you determine which option is the best one for your business and will set up the company in no time. You could be sending the invoices within minutes, and you could have your company financial information updated, accurate and available at any time of the day or night, and definitely ready for review before you make any and all financial decisions.
We can also set up Quicken Software. Although QuickBooks is preferred software for business, we do set up and work in Quicken if you would prefer Quicken Software.

Xero® : Xero is relatively new accounting software and is rapidly gaining a nice percentage of the US market. Originated in New Zealand, the Xero is an excellent choice for a small business that is on the go, a paperless office, businesses with multi-currency transactions, or any business that is looking for innovative, cloud based, user friendly software. Xero is called The Beautiful Account Software. And it is!

Bookkeeping

Proper bookkeeping is important to sustaining and expanding a business. Without it, you run the risk of hitting cash flow crunches, wasting money, and missing out on opportunities to expand.
We are here to streamline, maintain and revise your bookkeeping routine if necessary. Remember that the purpose of bookkeeping is to help you manage your business and to enable financial institution and/or tax agencies to evaluate your business activity. As long as your bookkeeping achieves both of these objectives, it can – and should – be as simple as possible.
Some bookkeeping functions are best relegated to an accountant. While it is essential to retain a thorough knowledge by reviewing your books frequently, an accountant or bookkeeper can free you up to concentrate on expanding your business. Even a bookkeeping task that takes only a few hours a week may be better relegated to someone else if that time can be better spent.

Payroll and Time management

Our staff can provide your business with complete payroll management. Our services include payroll calculation and processing, direct deposit, paycheck generation, pay stub reporting, and transmitting withholdings to proper tax authorities and salary deferral plans. We prepare quarterly and annual tax returns, including W-2’s and 1099’s to ensure all required reports are filed timely in order to avoid penalty. We can manage all of your payroll records, including maintaining employee records, enrollment forms, etc.

Document Management

If only we could find a solution that would make our clients life easier, would save time, simplify process, save trees, save planet and save money…
Well, there is such solution.
Depending on our client’s needs, we can recommend any of the following

AP and AR

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Bill Payment (A/P)
Keeping track of what you owe and when it is due will enable you to establish good credit and hold onto your money as long as possible.
Regardless of the system you choose, we will manage the accounts payable and will maximize your cash flow and credit worthiness. Our mission is to ensure a timely an accurately processing and monitoring of payments and expenditures and prepare and monitor the payroll system. Providing these services in an effective and efficient manner will ensure that finances are accurate and up to date, that staff is paid in a timely and appropriate manner and the vendors and suppliers are paid within established time limits.

Customer Billing & Collections (A/R)
Billing your clients on time is not just a good practice but also a necessary one. We will manage the daily / weekly / monthly or any other billing schedule that you choose, to insure the easy, accurate and consistent billing that would help your business, your cash flow and overall business health and credit worthiness. Our mission is to ensure a timely an accurately processing and monitoring of invoices and billing. Providing these services in an effective and efficient manner will ensure that finances are accurate and up to date, that staff is paid in a timely and appropriate manner and the vendors and suppliers are paid within established time limits.

And much more…

Business Management Consulting
We are here to help you achieve improved profitability, operational and organizational efficiencies, and new market introductions while transforming their workforces into true business team-mates. If you are not familiar with our company and your first contact with us is online, we encourage your inquiry. Please let us know what your challenges and questions are. We will respond with a personal follow-up. Our Mission is Your Success!
Bank Reconciliations
Bank reconciliation is a process that explains the difference between the bank balance shown in an organization’s bank statement, as supplied by the bank, and the corresponding amount shown in the organization’s own accounting records at a particular point in time.
Monthly reconciliations are a great tool for your business, help you grow, your cash flow and overall business health and credit worthiness.