Accounting workflow consulting

 
 
 

Do you have accounting staff in place, but need better processes in place to ensure you have accurate financials?

Would you like to have a better grasp on your company’s numbers?

We train and mentor your accounting staff/bookkeeper to provide reporting with the highest level of accuracy.

 

PACKAGES INCLUDE training and mentorship on the following skills:

 
 

  • Bank & Credit Card Reconciliations

  • Monthly or Quarterly Accounting (unaudited) Reviews

  • Standard & Enhanced Reporting

  • Setting, tracking, and reviewing benchmarks (KPIs)

  • Accounts Payable / Receivable Reviews and Trend Reporting

  • Asset & Liabilities Management

  • Adjusting Journal Entries

  • 1099 Preparation and Filing

  • How to effectively execute a Year-End Tax Planning Session and Review with a CPA

  • QuickBooks Setup and App Integration

  • QuickBooks Cleanup

  • Payroll Reconciliations

  • Inventory / COGS management

 
 
 
 

Schedule a free consultation