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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 Gallegos, CPA/CVA Partner-in-Charge

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

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