Quickbooks Advanced Certified ProAdvisor
Keeping your books is about much more than just being able to prepare your taxes. It’s the story, literally “the accounting of” your business. Whether you use Quickbooks Desktop or Quickbooks Online, we’ll help you make better decisions about your business.
We work with both Quickbooks Desktop and Quickbooks Online. Our Quickbooks Certified ProAdvisors will give you solid, practical advice on how to use QuickBooks to make your business better. We can train you, help out with a problem every once in a while, or do your bookkeeping for you each week or each month.
We’re based in Mount Pleasant, SC just outside of Charleston. We work with many startup and small businesses in the Charleston metro-area, but also have clients across the US, including Tampa, Philadelphia, Minneapolis, and Boulder and Los Angeles. What can we say? When you’re good, word gets around! To learn more, Schedule An Appointment With One Of Our Certified ProAdvisor Quickbooks Online Consultants
We are Quickbooks Certified ProAdvisors and members of the American Institute of Professional Bookkeepers. We support various Quickbooks Desktop versions, Quickbooks Online, and can also support alternatives such as FreshBooks and Xero. More than bookkeeping or a general tax accounting service, we are business advisors to help you budget, report and really understand the financial drivers of your business. So you can make better decisions based on data and solid analysis, not guesswork. And for each month you work with us more than 10 hours, you receive a free subscription to Quickbooks Online.
Basic Reconciliation Package
- Includes reconciliation of your books once per month and an overview of your company’s financials
Sales/Use Tax Quarterly Filing
- Quarterly filing of your sales and use tax
Full Bookkeeping Package
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- General Ledger Maintenance
- Sales and Use Tax filing
This video shows you where to find everything you need to use QuickBooks with confidence. Learn where to go to create common things like invoices and sales receipts, where to see all your customers’ info, and where to find your company settings and other QuickBooks features.
Quickbooks Online lets you connect your bank account so that all your business transactions load automatically into QBO. You can then categorize transactions and add them to QuickBooks, so QuickBooks can start doing the work for you. This video shows you how.
Understanding this part of Quickbooks Online is a real time-saver. This video shows how to categorize expenses and deposits downloaded from your bank accounts, and match them to transactions you’ve already entered into QuickBooks.
Everything starts with sales! This video shows you how to record sales and payments from customers in Quickbooks Online.
You have to spend money to make money! Here’s how to record your expenses in Quickbooks Online.