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QuickBooks Bookkeeping

Make Changes Today that Affect Profitability Tomorrow.®

According to the Wall Street Journal, 60-80% of business owners don’t know what their financial statements are telling them. I know what you’re thinking. “That’s not me.”

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Full QuickBooks Support, Bookkeeping and Payroll Services

QuickBooks File Setup or Repair/Update

Whether you are just starting out, or have been using QuickBooks for a while, our QuickBooks experts will make your accounting experience painless.

  • File Setup – Our QuickBooks Experts will get you started right. The first step is to understand your business, and how you should be using your accounting system. Your chart of accounts is the key to having proper financial statements that tell you how your business is running.
  • File Renewal – Even if you’ve been using QuickBooks for a while, are you getting reports that allow you to make decisions today that will affect profitability tomorrow? Are you able to match revenues and expenses so that you can identify the margins for each product or service you provide? We can clean up your system, fix errors, simplify your accounting operations and give you meaningful reports.

QuickBooks Needs Analysis

Is QuickBooks even the right package for you? We want to make sure that using QuickBooks is the best alternative for you at this time. Our QuickBooks Experts will analyze your business needs, and tell you whether QuickBooks is best for you. If some features you need are missing, we can help guide you among the thousands of QuickBooks Add-ons that may provide the functionality that you need. We’re here to help.

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QuickBooks Conversion

Whether you are converting from QuickBooks Enterprise to the most current version of QuickBooks Online, or if you have decided to convert from QBO to QB Enterprise, we can help you.

  • Unmatched Experience – Conversions can be messy and confusing. Our experts have done conversions for many companies over the past 10 years.
  • Verified Data – The most important aspect of any conversion is the integrity of your data. We verify and match the “before” to the “after,” to assure that the conversion brings all of the data to its new home accurately.
  • Quick, Accurate Completion – Any system conversion has potential risk. We minimize that risk by allowing you to test your existing data in the new environment. This will give you confidence in your new accounting system in a number of different ways.

QuickBooks Bookkeeping for Every Industry

Whether your company is a manufacturer, distributor, service company, or a non-profit, we can provide timely and accurate bookkeeping.

  • We start out reviewing your transaction history to estimate how many hours a week may be needed to do your invoicing and payables. We work remotely and will charge you only for the time we work on your account, whether that be 3 hours or 24 minutes. Our preference is to set up a flat monthly charge for you, which we normally do within a month to six weeks after starting. This provides you with a consistent monthly cost for your accounting work to simplify your planning.
  •  When the month-end comes, we complete invoicing and entering cash receipts. Then the bank reconciliations, credit card accounts and adjusting entries are finished. You will have completed financial statements for your review within a matter of days after the start of the new month.

Payroll Services

  • Payroll can be a complex and time-consuming process. We take the pain out of processing your payroll.  It needs to be done correctly, consistently and on time.  Your employees’ information needs to be entered accurately and kept updated.  New employees need to be brought online quickly.
  • Reports, filings and tax deposits need to be sent to the federal and even multiple state governments. W-2’s and 1099s need to be processed at the end of the year on a timely basis.
  • Your employees need to be paid on time. We use direct deposit, or we can process your payroll so that you can print live checks in your own facility to distribute to your employees, based on your needs and their wishes.
  • We’ve been using Intuit Payroll Services for years with more than 150 clients, so we know how to easily integrate your payroll with your QuickBooks. Let us take that burden off of your desk.

Really Understand What’s Happening in Your Business.

We provide a full range of QuickBooks services, including payroll processing,  from setting up your QuickBooks file, to file conversions, and complete QuickBooks bookkeeping including day to day accounting work and month-end close complete with financial statement preparation, so that you can make decisions today that affect profitability tomorrow. If your business needs a QuickBooks expert, call CFO Simplified to learn how we can help.



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