A successful business starts by selecting the right entity and creating an accounting system capable of producing accurate business records. Using a qualified accountant to help set up your accounting records or “clean up” a cluttered trial balance can save you hours of time and expense when you need your financial statements the most.

 

We see our role as a trusted advisor who can provide the level of guidance you need to help manage your accounting records. Services include:

 

• Initial setup of trial balance and accounting records customized to your business

• Onsite or online bookkeeping services

• Periodic review of financials for tax planning or other purposes

• Production of financial statements for third parties

• Maintenance of capitalization and depreciation of fixed asset schedules

• Provide Quickbooks assistance, setup and training

 

Payroll setup, processing and reporting are also available using Quickbooks. 
This can be a stand-alone function and need not be integrated with your own bookkeeping program.

 

Margaret McDonnell is a Certified ProAdvisor for Quickbooks Online and Desktop.