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Troubleshooting is our middle name. Whether your current staff has run into a problem they don’t know how to handle or you have lost your bookkeeper and don’t know what to do next, we can help. Or, you may want to add a new function and don’t know how to get started.
A limited engagement to review and verify your QuickBooks® accounting files will assure that your records are accurate. Then we can proceed to outline regular procedures, resolve problems or add new functions.
CPAs are our main source of referrals. That’s because they know they can depend on us to provide clean accounting records for tax return preparation. CPAs often ask us to:
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- Assist their clients in organizing files and correcting accounting errors
- Train your staff and create procedures and processing guidelines
- Come back monthly to make sure your company is receiving accurate information
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If you have special needs, just ask. Past projects have included:
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- Recruiting bookkeeping staff
- Creating accounting procedure and personnel manuals
- Preparing marketing materials
- Assisting in researching embezzlements
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