QuickSetup: Although QuickBooks is designed for the layman to understand, the initial setup of chart of accounts, determination of your QuickBooks starting date, and installation must be done correctly for future information and reports to be accurate.
If you already are using QuickBooks, you can invite us in as your accountant so we can access your QuickBooks Online company files, and discuss or make changes in real-time, with your approval.
Personal Quickbooks Training – One-on-one consulting is available. On and off-site training at your convience.
Data Entry – entry of list information (customers, vendors, items, etc.), opening balances, or other historical transactions (checks, deposits, customer invoices, etc.).
Data Cleanup – reconcile bank and credit card accounts; correct accounting of individual transactions to produce tax return ready financial statements.
Report Customization – create, customize, and memorize reports.
Contact Anthis & Thomson, CPA's at 281-299-3400 to schedule an appointment for set-up assistance or any of the above QuickBooks services