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Sole Proprietor

Sole Proprietor

QuickBooks

QuickBooks

Anthis & Company will install and set up your business on QuickBooks® software. We can streamline your accounting needs using out-of-the-box QuickBooks solutions, or help you customize QuickBooks vast services and solutions to help you manage your finances more effectively.

QuickSetup: Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

Personal Training in setting up and using QuickBooks is available to you. Do you have questions in setup situation or does your business require a non-standard approach? If so, then you will appreciate our technique because we work with you in setting up your company in your office.

We will train your personnel and provide ongoing support and bookkeeping services. The services that are included are:

  • Set-up your company's accounting system
  • Set up inventory
  • Customize invoices, statements, purchase orders & estimates
  • Invoice customers
  • Generate report on company receivables
  • Enter, schedule, and pay bills
  • Generate reports on what the company owes
  • Set-up customers and jobs for job costing
  • Assign costs to jobs
  • Generate job profitability reports
  • Print checks
  • Bank reconciliation
  • Financial reporting
  • Payroll services
  • Cash Flow projections
  • Procedures for backing up data

 

Additional Services

Data Entry - entry of list information (customers, vendors, items, etc.), opening balances, and other historical transactions (checks, deposits, customer invoices, etc).

Data Cleanup - confirm opening Balance Sheet balances, reconcile bank and credit card accounts and correct accounting of individual transactions to produce tax return ready financial statements and work papers.

Report Customization - create, customize and memorize reports using QuickBooks, Microsoft Excel and Access.

QuickBooks Consulting - One on one consulting is available! On and off-site training at your convenience. Contact us for further information or to schedule an appointment.