Every business is different and has unique needs to run smoothly. In our years of experience, we’ve found that some of the challenges people face with their bookkeeping system can be solved with the proper setup of their accounts. With the right QuickBooks setup and support, transactions are made easier with fewer mistakes, and workflow is more efficient.
Clean up and organize your books
Set up your chart of accounts
Categorize your transactions correctly
Reconcile your accounts
Confidently stay prepared for taxes
With our QuickBooks Online setup and support sessions, we walk you through the process and explain the steps to help you become more comfortable with the software. Our goal is for you to become confident with your bookkeeping system so that your books are organized, accurate, and detailed, making year-end and tax season preparations simple.
Whether you’re brand new to QuickBooks Online or have some experience, we teach the best tips and tricks to use the software effectively.
By understanding your daily, weekly, and monthly procedures, we can create a good workflow for your processes.
Using screen sharing, we review and clean up your chart of accounts, including payroll, receivables, payables, inventory, and more.
We guide you through the step-by-step process and watch as you complete them on your own so you can become familiar and comfortable with the software.
We work alongside you, answer any questions you have, and offer monthly or quarterly support to help you stay on track.
Sal was very helpful with questions that I had recently while working in QB. We worked together to problem solve an issue I was having with a client in less than an hour. It was helpful having her screen share so we could discuss and see what I was working on rather than just over the phone or computer with no visual.
Lindsey Simonini
Accounting By Sal Reviews
