Accounting System Setup

QuickBooks Online, chart of accounts, beginning account balances, vendors, customers, services, and items setup.

Experienced in Dentistry, Entertainment, Medical Consulting, Professional Services, Real Estate, Restaurants, and Retail.

Bookkeeping

Transaction categorization, bank and credit card reconciliation, adjustments and allocations, financial statement preparation, 1099 reporting.

Tax Return Preparation

Federal and state tax preparation for high net-worth individuals and small businesses.