Bookkeeping Services

As a QuickBooks advisor, we have setup accounting systems for numerous small businesses. Further more, We also train clients to use Quickbooks so they use it effectively and efficiently.

 

Setup

Quickbooks is setup for your specific needs, and industry. Internal business reports using for daily, weekly and monthly management and for easy tax preparation take place during setup.
Click on the details link for specific tasks performed and items needed during your Quickbooks setup.

 

Monthly

  • Prepare bank account(s) reconciliation.
  • Record credit card purchase transactions.
  • Prepare credit card account(s) reconciliation.
  • Prepare month end adjusting and closing journal entries.
  • Prepare sales tax return (See Payroll and Sales Tax Services).
  • Provide monthly balance sheet, profit and loss, payroll and customized reports.

 

Quarterly and Year End

  • Review and analyze your financial data.
  • Perform year end tax planning,
  • Strategic tax saving tips to optimize your situations.
  • Record quarterly and year end adjusting and closing entries.
MEI CPA, P.C. helps clients maximize their operating efficiency and minimize their tax liabilities!!