Accounting System Setup

Accounting system setup using QuickBooks Online, create or import chart of accounts, record beginning account balances, vendors, customers, services, and items setup.

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

Accounting & Bookkeeping

Transaction categorization, bank, credit, Inventory, and loan/debt reconciliation, trial balance and general ledger adjustments and allocations, financial statement preparation, payroll preparation, and 1099 reporting.

Income Tax Return Preparation

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