• We assist with setting up your QuickBooks software, or review your current QuickBooks account to provide recommended changes to improve the user experience.

• As a client, we can offer discounts for the following tools:

  • 30% off QuickBooks Online, Payroll, & Time.

  • Accountant referral rates for QuickBooks Payment processing rates.

  • Free DocuSign eSignature Plan

  • 30% of Intuit Mailchimp automated email and marketing plans

• We provide assistance with numerous components of QuickBooks such as banking syncing, back-up issues, duplicate transactions, and reporting.

• We record and categorize business expenses, income, and liabilities at the end of every month.

• We ensure that business transactions are appropriately categorized to provide accurate financial information.

• All receipts/documents are stored within each client’s own Dropbox folder for record retention purposes.

• Analyze and resolve any financial discrepancies. This includes in-depth transition reviews, bank statement and credit card account alignment, and balance verification.

• All bank and credit card statements are retained in our monthly reconciliation reports to maintain accurate records.

Response Time:

• Replies within 24-48 hours.

Types of Inquiries Covered:

• Assistance with transaction categorization and reconciliations.

• Clarifications on financial reports and statements.

• Guidance on QuickBooks software.

• Answering questions related to invoices and expenses.

Support Limitations:

• No real-time troubleshooting (recommend scheduling a call for complex issues).

• No legal or tax advisory services.

How to Reach Out:

• Clients can email us with their queries.

• Attach any relevant documents/screenshots for a quicker response.