Services
• Gathering client data to analyze through Excel or Access, then
creating a Power Point presentation if required for optimum client
decision making.
• Process & Procedures creation.
• Reorganization/Restructuring business operations.
• Quick Books Set-Up & Training: Setting up and/or training you or
your bookkeeper on how to enter and access your financial
information in order to manage your financials.
• Facilitating one-hour Quick Books web-conferencing workshops that
allow my clients to enter their own financial data into Quick Books, in
addition to having a Quick Books expert right there to answer any
questions they may arise.
• Cleaning up Quick Books data.
• Profit & Loss Report Creation: Entering a year’s worth or more of
transactions and receipts, then reconciling each bank statement in
order to provide you with an accurate Profit & Loss report so
necessary at tax time.