Quickbooks Accounting Services
Our Process For Better Quickbooks Accounting
Our process for better quickbooks accounting starts with understanding the business needs. We believe that customer satisfaction requires understanding the customer’s desired outcome. We specialize in providing results that include quickbooks clean-ups, quickbooks implementation, and quickbooks accounting.
Quickbooks Set-Up
Starting at: $2,000
Who is it for: Business owners
Objective: Set up quickbooks for business
Deliverables: Chart of accounts, connected bank accounts, initial journal entries, two hour Q&A
Quickbooks Clean-Up
Starting at: $2,000
Who is it for: Business owners
Objective: Clean up quickbooks based on an established “cut-off” date
Deliverables: Corrected balance sheet, correcting journal entries, accounting recommendations
Quickbooks Accounting Services
Starting at: $500-$3,800
Who is it for: Business owners
Objective: Provide monthly accounting services and financial statements
Deliverables: Cash reconciliations and expense tracking, bill payment reconciliations, credit card expense tracking, asset accounting, debt reconciliations, sales tax reporting, monthly P&L and balance sheet
*Deliverables are based on needs and service required by client and described in an engagement letter.
Joe is s a Certified Public Accountant (C.P.A.) and a Certified Valuation Analyst (C.V.A.). Joe’s professional career in public accounting began in 2012 with one of the “Big 4” international
accounting firms. Since 2012, the focus of his professional engagements has been primarily in the area of tax planning, cash flow planning, business valuations, and business consulting for privately owned businesses.
Years of Experience: 10
Education:
Bachelor of Business Administration-Accounting Texas State University, San Marcos, TX 2011
Master of Science- Accounting Sam Houston State University, Huntsville, TX 2012
Certifications:
CERTIFIED VALUATION ANALYST National Association of Certified Valuation Analysts, 2018
CERTIFIED PUBLIC ACCOUNTANT The state of Texas, 2013
