21st Century Services

For Service Based Businesses

Schedule a Free QuickBooks Review

Customized Packages to Help You Reach Success

Services-1

Setup & Training

Are you a new business and need help setting up QuickBooks Online? We have a solution for you! In our setup process, we will coordinate and initialize your business workflow to best suit your needs, starting with an Onboarding video chat/phone call and customized training package.

Setup includes:

Business, Company, and Accounts and Settings

  • Chart of Accounts including Income & Expense Accounts, Assets, Liability and Equity accounts
  • Customers & Vendors
  • Products and Services
  • 1 hr Zoom Training on Quick Overview of QuickBooks Online, basic workflow functions like creating invoices, receiving payments, paying bills
  • Syncing your Bank & Credit Card Accounts
  • Assistance with Payroll set up for employees and 1099 contractors (additional Service, optional)
  • Additional Training Package (additional Service, optional)
  • 3rd party app connections (additional service, optional)
  • Receipt Management (additional service, optional)

Bookkeeping Catchup/Cleanup

Struggling to keep up with your bookkeeping? We’ve got you covered! Start with our comprehensive diagnostic review to uncover any issues, followed by a detailed report and a personalized plan to get your finances in order.

With our expert bookkeeping, you’ll enjoy accurate financial reports that empower you to make informed decisions and stay compliant with tax laws. Reclaim your time and focus on growing your business while we handle the numbers.

This includes:

  • Review/Cleanup of all included in the Setup
  • Reclassifying transactions
  • Resolving error messages
  • Correcting unapplied customer and vendor payments
  • Cleaning out undeposited funds
  • Reconciling Payroll Liability Accounts
  • Reconciling all Balance sheet accounts
  • Writing off old invoices
  • Reorganizing Profit and Loss and Balance Sheets as needed
Services 2
Services-3

MONTHLY BOOKKEEPING

Once your bookkeeping setup or catch-up is complete, I’ll train you on essential day-to-day tasks like creating invoices, receiving payments, and managing bills. Our Training Package includes hands-on instruction tailored to your needs.

You’ll also receive ongoing support via email for any questions that arise once your monthly bookkeeping is underway. Our services include recording and categorizing transactions, reconciling accounts, generating basic financial reports (P&L, Balance Sheet, Cash Flow), closing the books monthly, and preparing your records to be tax-ready at year-end.

Additional Time Saving Solutions

  • Diagnostic Book Review: Identify and resolve bookkeeping issues quickly to ensure accurate financial records and smooth operations.

  • QuickBooks Training Packages: Master QuickBooks with targeted training, boosting your efficiency and confidence in managing your finances.

  • Assist with Setting Up Payroll: Streamline your payroll process, ensuring timely and accurate employee payments while staying compliant with tax regulations.

  • Assist with Setting Up 1099 Contractors: Simplify the setup and management of 1099 contractors, making payments and tax reporting hassle-free.

  • Assist with Receipt Management: Keep your receipts organized and easily accessible, simplifying expense tracking and financial record-keeping.

  • Quarterly Reviews: Stay on top of your financial health with regular reviews, allowing you to make proactive adjustments and avoid surprises.

  • Assist with 3rd Party Apps: Integrate and manage third-party apps efficiently, enhancing your financial processes and ensuring seamless operations.

 
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