QuickBooks Consulting

If you have a business in which you are the only employee or have very few transactions every month, it makes sense for you to do your own bookkeeping. QuickBooks is a great way for you to keep track of your books in real time. Within QuickBooks you can link your company bank account and credit cards so that your transactions can easily be classified.  

We can guide you through the process of setting up your company up via QBO. And we can walk you through how to do your own books every month. 

However, if you are like most business owners who do not have the time or would rather have an accountant prepare your books on a monthly basis, we can assist with that as well. We partner with a highly experienced local bookkeeping firm that has tremendous experience with monthly bookkeeping, monthly sales tax filing (if your business is required to file a state tax return), and handling payroll. With this set up, we can provide tax advice and planning while having a third party classify your monthly transactions.  

Got a question? Send us a message.

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