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QuickBooks Online Onboarding and Set-up

• Customize QuickBooks Online to fit your business's unique needs and ensure seamless integration
• Organize financial data with a structured chart of accounts tailored to your industry
• Connect and integrate bank accounts and essential apps for real-time tracking
• Provide hands-on guidance to help you confidently navigate and use QuickBooks
• Offer ongoing support to answer questions and make adjustments as needed </aside>

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Monthly Bookkeeping

• Record and categorize all income and expenses to keep your books current
• Reconcile accounts to ensure bank and credit card statements match your records
• Generate clear financial reports to provide insights into your business's health
• Categorize expenses properly to assist with budgeting and tax preparation
• Monitor cash flow to help maintain a strong financial position </aside>

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Catch-up Bookkeeping

• Input and organize past financial transactions to bring your books up to date
• Identify and correct errors or discrepancies in previous records
• Reconcile past periods to align historical statements with your records
• Produce accurate reports reflecting your financial history
• Prepare your financial records for tax season and future filings </aside>

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Account Reconciliation

• Match internal records with bank and credit card statements to verify accuracy
• Investigate and resolve discrepancies or missing transactions
• Maintain detailed records to ensure audit readiness and financial clarity </aside>

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Accounts Payable Management

• Record and manage incoming invoices and bills from vendors and suppliers
• Schedule and prepare payments to ensure vendors are paid on time
• Communicate with vendors to resolve billing questions or concerns
• Track expenses to manage cash flow and avoid late fees
• Maintain organized records of all payables for easy reference and reporting </aside>

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Accounts Receivable Management

• Create and send invoices promptly to clients and customers
• Track incoming payments to ensure timely receipt and accurate recording
• Follow up with clients regarding outstanding balances
• Generate aging reports to highlight overdue accounts
• Implement strategies to improve collection times and cash flow </aside>

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Monthly Reporting of Unaudited Financial Statements

• Prepare income statements to summarize revenues and expenses
• Compile balance sheets to provide a clear view of your financial position
• Prepare cash flow statements to track money in and out of your business
• Customize reports to highlight your business’s key performance indicators
• Analyze financial data to support informed and confident decision-making </aside>

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Payroll Services

• Calculate and process employee and contractor payroll accurately and on schedule
• Manage tax withholdings, filings, and deductions to stay compliant
• Generate detailed payroll reports for tracking expenses and liabilities
• Set up direct deposits for easy and reliable employee payments </aside>

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QuickBooks Online Staff Training

• Deliver customized training sessions based on your team’s specific roles
• Teach best practices, tips, and strategies for using QuickBooks efficiently
• Provide ongoing support to answer questions and reinforce learning </aside>