top of page


  • Bank Reconciliation

  • Accounts Receivable 

  • Accounts Payable 

  • Financial Reporting

  • Bookkeeping Cleanup

QB Desktop to

QB Online conversion

  • Set-up QuickBooks Online software and subscription

  • Import company chart of accounts into QuickBooks Online 

  • Connect all bank fees and apps in QuickBooks Online 

  • Import all transactions in bank and credit card accounts into QuickBooks Online

  • Confirm all transactions are categorized and matched into QuickBooks online

  • Reconcile and bring all balance sheet accounts current (If necessary)

  • Provide current financial reports

Bookkeeping Clean-Up

  • Bank accounts, credit cards and loans​

  • A/R and A/P accounts

  • Enter missing transactions and entry correction 

  • Reorganize chart of accounts

  • Optimize bookkeeping records for better reporting 

  • Financial review and analyzation 

  • Cash flow awareness

  • Budget and strategic planning

  • Software and technology support

  • Cloud accounting software

  • Subscription options

  • Automated accounting 

  • One-time QBDT software  installation

  • Can be hosted on a cloud server

  • Allows up to five users

  • Plus version of QuickBooks Pro and Premier


  • Paychex

  • ADP

  • Qusto

  • QuickBooks Payroll

Software Consulting 

  • Software installation, set-up and customization

  • Support 

  • Add-ons and upgrades

Online Payment System

  • Take mobile payments

  • Send invoices online

  • Set-up recurring billing

Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement

bottom of page