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REMOTE BOOKKEEPING SERVICES
Monthly categorization of bank and credit card transactions into QuickBooks Online
Monthly reconciliation of bank and credit card accounts
Quarterly compilation and review of Profit & Loss Statement (Income Statement)
Annual compilation and review of Balance Sheet
Continual communication with third parties such as CPAs and Lenders on the client’s behalf
QUICKBOOKS ONLINE SET UP
Establish an efficient ongoing accounting system using QuickBooks Online
Create a customized Chart of Accounts
Full conversion of QuickBooks Desktop to QuickBooks Online
Full review and cleanup of existing QuickBooks accounts including:
Correctly assign all categorizations
Input all Customer and Vendor information
Clean up duplicate income/expense accounts
Clean up duplicate customers/vendors
Review key financial statements such as Profit & Loss Report and Balance Sheets
Dr. Maggie Benham, Chosen Spot Chiropractic
Beki Wachob has forever changed the fundamental security and long term success of our business. She is diligent, principled, and a joy to work with. More than likely, your business needs her.
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Our mission is to serve local small business owners, helping to free up their time and mental space surrounding their business’ financials.
Wachob Financial is passionate about increasing the economic vitality of the greater Finger Lakes Region by being the go-to remote bookkeeping service for local entrepreneurs.