Online Bookkeeping Services Queens Village, NY

Setting up QuickBooks the right way from the outset saves you time, avoids expensive errors, and gives you a clear financial picture. We manage the entire setup process, ensuring your QuickBooks system is configured for error-free operation, efficiency, and future growth.  

How We Help:

Customized Chart of Accounts - We customize your chart of accounts to align with your organizational needs, making it effortless to track income, expenses, assets, and liabilities with accuracy.  

• Bank & Credit Card Integration - We link your banking information to QuickBooks, enabling automated transaction imports and real-time financial tracking.  
• Smart Categorization Rules - We set up intelligent financial tagging to maintain consistency and error-free processing in your financial data, cutting down on repetitive tasks.  
• Training & Support - We walk you through your QuickBooks setup, ensuring you understand how to use it effectively for your ongoing financial operations.  

A well-organized, error-free QuickBooks system that simplifies bookkeeping, reduces workload, and provides real-time financial clarity.  

Behind on your bookkeeping? You’re not alone. Many businesses struggle to keep up with their books. Whether you're a few months or even years behind, we specialize in bringing your books up to date to get your financial data back on track, properly balanced, and audit-ready.

How We Help:

• Review & Correct Past Transactions - We identify and fix duplicate entries, misclassified expenses, and unrecorded payments to ensure financial integrity.
• Bank & Credit Card Reconciliation - We match your accounts, synchronizing QuickBooks records with bank and credit card statements to ensure consistency.
• Financial Report Adjustments - We fix errors in your financial statement and P&L statements to reflect your true financial position.
• Overdue Invoices & Bill Management - We manage outstanding invoices and expenses, helping you stay on top of your cash flow.
• Audit-Ready Books - We ensure your records are tax-compliant, fully balanced, and prepared for investors, lenders, or {audits||compliance checks}.

Up-to-date, accurate books offer transparency and position your business for growth.

We will take care of sorting your transactions and categorizing them properly for your financial statements. This means no more confusion when it comes to your expenses and earnings. You will get a clear view of your finances, making tax season a stress-free process and giving you the insights you need to understand your business’s performance.

We will make sure all your financial accounts, including credit card accounts like PayPal, Amazon, Stripe, Square, and Shopify are properly balanced. By reconciling your accounts every month, we catch any errors early and ensure everything aligns. This keeps your financial records error-free and prevents any mistakes.

Struggling with overdue bills, unpaid invoices, or missed bill deadlines? We simplify your incoming and outgoing payments processes, ensuring you maintain financial stability.

How We Help:

• Accounts Payable Services - We handle classification, logging, bill payment (upon authorization), reconciliation, and reporting.
• Accounts Receivable Management - We manage classification and recording incoming payments, invoicing, sending statements, matching transactions, and reporting.

No more missed payments or outstanding debt. Your financial health will be consistent, well-managed, and hassle-free.

We handle all the tedious tasks when it comes to your financial statements. From tracking your Income Statement to managing your Financial Position, we ensure everything is up-to-date. Stay informed with our monthly financial reports. These reports give you a comprehensive view into your business’s profitability.

Every month, we offer a personalized consultation to review your financials and give you strategic advice. Whether it’s optimizing expenses, improving liquidity, or planning for the future, we will work with you to make sure your finances align with your goals.

Can't find a service you need? We offer additional services based on your unique needs. Reach out to us today for more information.

Some of our other service areas include Online Bookkeeping Services Westmead, New South Wales and Remote Bookkeeping Services Toorak, Victoria