Project Services
Looking for a specific Project service of ours?
Books Clean-up or Total Renovation
Our comprehensive Books Clean-Up or Total Renovation service is designed to revitalize your accounting system and ensure accurate financial reporting. We will conduct a thorough review of your books, identify areas for improvement, and implement necessary changes to streamline your accounting processes and enhance your financial visibility. The prior 12-months will be reviewed initially, with additional tax years to be added if necessary. This service is fully customizable to meet your specific business needs.
• Review all Products and Services and ensure proper set up.
• Clean up all account transactions with proper name, customer, or vendor information.
• Create custom reports based on your business type and needs. • Review your business compliance needs and ensure you are compliant.
• Review all payroll accounts and reconcile with tax payments.
• Complete all asset and liability reconciliations to bring accounts up to date.
• Ensure all accounts with eligible online integrations are synced properly for timely transaction imports.
• Review your books for the last 12-months looking for accurate bookkeeping processes and principles based on GAAP.
• Ensure the proper chart of accounts is active for your specific business.
• Investigate all transactions at a GL level and correct any inaccurate allocations.
• Create the proper Chart of Accounts for accurate sales and COGS/COS reporting.
• Create subaccounts when necessary to report on specific service or products lines.
Project Details:
• Specialized knowledge in accounting software and systems.
• Smooth and efficient transition.
• Avoid costly errors and data loss.
Benefits of Our Services
• Peace of Mind knowing that your setup or migration is being managed by experts.
• Ongoing support, integration, and training.
System Setup and/or Migration and Training
We specialize in helping businesses streamline their accounting processes through the implementation of efficient software solutions. Our expert team will guide you through the entire setup and/or migration, ensuring a smooth transition and maximizing the benefits of your chosen software.
Project Details:
• Provide two(2) 1-hr training sessions and 3rd party software manuals for your team, covering all essential features and functionalities of the software. (Training sessions may be replaced with recorded walk throughs to be saved in the Client's learning database)
• Remote support during the go-live process to address any issues and ensure a seamless transition.
• Identify the software that best suits your business needs and budget.
• Securely transfer your existing data from your current system to the new software.
• Customize the software, or work with 3rd party engineers, to match your specific business workflows and preferences.
• Specialized knowledge in accounting software and systems.
• Smooth and efficient transition.
• Avoid costly errors and data loss.
Benefits of Our Services
• Peace of Mind knowing that your setup or migration is being managed by experts.
• Ongoing support, integration, and training.