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Monthly QuickBooks Service

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QuickBooks is the number one bookkeeping software used by small businesses. While we strongly recommend our monthly compilation accounting services, some clients prefer to keep their own books in-house, and we can support that as well. Our QuickBooks certified ProAdvisors have the skills and knowledge to install, setup, train, and support our QuickBooks clients.

We have a number of QuickBooks services to meet your needs:

QuickBooks Retainer

  • Monthly reconciliation of your bank account;
  • Monthly clean up of your general ledger;
  • Biannual consultation to review your QuickBooks reports;
  • Biannual income tax projection;
  • Annual preparation of your corporate income tax return;
  • Annual preparation of any required Form 1099's;
  • Unlimited phone calls and emails to your assigned Staff Accountant.


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