It is important to understand that we are Internet professionals and NOT accountants. We want to stress this point because our advice and efforts are centered around the technical aspects of system setup and design, not tax preparation and filings. We leave those activities up to you as the business owner and your trusted tax professionals.
Below are some of the topics and associated categories that we are able to provide advice and guidance on how to properly setup with the QuickBooks Online system. Our consulting rate is $90 per hour.
Topics:
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Setup
- Company Account
- System Users
- Chart of Accounts
- Opening Balances
- Preferences
Lists
- Employees
- Customers
- Vendors
- Products & Services
Payroll
- Timesheets
- Job costing
- Paychecks
- Direct Deposit
- Taxes
Buying
- Ordering
- Receiving
- Bills
- Paying
- Adjusting
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Selling
- Invoices
- Sales receipts
- Credits / Refunds
- Statements
- Billable expenses
Banking
- Checks
- Deposits
- Credit Card charges
- Transfers
- Reconciliation
- Forms & templates
- Reports
Taxes
- Sales Tax (State)
- Withholding (State)
- Unemployment (State)
- 941 (Federal)
- 940 (Federal)
- Annual Filings
- W2’s
- 1099’s
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