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Company Setup
Setup Chart of Accounts
Train/Create customer (accounts receivable) accounts
- Create items
- Customize invoices
- Manage the customer center
- Train to process invoices, receiving payments and making deposits
- Setup sales tax for invoice
Train/Create vendor (accounts payable) accounts
- Setup terms
- Setup 1099 reporting
- Explain the process of entering and paying bills
- Paying sales tax
Credit Cards
- Entering charges
- Balancing credit card statements
- Paying credit card bills
Financial Statement Preparation
- Meaningful financial statements to present to your financial institution or investors
General Ledger Balancing
- To save you money and your tax preparer's time by providing accurate records
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