Certified QuickBooks Bookkeeping and Tax services
Adeel Ahmed
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About this service
Summary
Our Certified QuickBooks Bookkeeping service ensures meticulous management of your financial records, providing accurate and organized data to drive informed decision-making. From reconciling transactions and generating financial statements to offering payroll support and tax preparation assistance, we deliver comprehensive solutions tailored to your business needs. With our expertise and commitment to compliance, you can trust us to streamline your bookkeeping processes and optimize your financial performance.
Process
Initial Consultation: Discuss client requirements and objectives.
Data Collection: Gather financial documents and transaction records.
QuickBooks Setup: Configure QuickBooks software according to client needs.
Data Entry: Input transactions and categorize expenses accurately.
Reconciliation: Reconcile bank, credit card, and other accounts.
Financial Reporting: Generate monthly, quarterly, and annual financial statements.
Payroll Processing: Calculate and process employee payroll accurately.
Accounts Payable/Receivable: Manage invoices, payments, and collections.
Tax Preparation: Prepare financial records for tax filing purposes.
Ongoing Support: Provide training, troubleshooting, and regulatory guidance.
What's included
Organized Financial Records
Provide accurate and up-to-date records of financial transactions, including income, expenses, assets, and liabilities. Ensure that all transactions are properly categorized and reconciled within QuickBooks.
Accounts Receivable Management
Generate and send invoices to customers for products or services rendered. Track customer payments and follow up on overdue invoices to ensure timely collections.
Accounts Payable Management
Process vendor invoices and bills within QuickBooks, ensuring accurate recording and timely payment. Maintain accounts payable aging reports and communicate any outstanding liabilities to the client.
Bank Reconciliation
Reconcile bank and credit card accounts to ensure that all transactions are accounted for and discrepancies are resolved. Provide reports detailing reconciled transactions and any outstanding items for review.
Payroll Processing
Calculate employee wages, deductions, and taxes accurately within QuickBooks payroll. Process payroll payments and file associated tax forms, such as W-2s and 1099s, in compliance with regulations.
Financial Analysis and Reporting
Provide insights and analysis of financial data to help clients understand their financial performance and make informed decisions. Prepare customized financial reports and metrics tailored to the client's needs and preferences.
Tax Preparation Support
Prepare and organize financial records for tax filing purposes, including income tax returns and supporting documentation. Coordinate with tax professionals or provide assistance during tax audits as needed.
Compliance and Regulatory Support
Ensure compliance with relevant accounting standards, regulations, and tax laws in all bookkeeping activities. Stay updated on changes in accounting practices and regulations to ensure adherence and provide guidance to clients.
Skills and tools
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