21st Century Services

For Service Based Businesses

Schedule a Free QuickBooks Review

Customized Packages to Help You Reach Success

Services-1

SETUP

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.

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)

CATCHUP/CLEANUP

Are you an existing business that has fallen behind on your bookkeeping? This process starts with a paid diagnostic review. Then we provide you with our findings and present you with a proposal to get you back on track. Clean and accurate books are essential for any business as they not only help make informed decisions but also ensure compliance with tax laws. The outcome is accurate financial reports (Profit & Loss, Balance Sheet, Cash Flow)
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-3

MONTHLY BOOKKEEPING

  • Once Setup or Catchup/Cleanup is complete, I will train you to do the following:
    • Day -to- Day transactions ( must buy Training Package 5-10 hrs) – Creating invoices, Receiving payments, Creating bills etc.
    • Anything else you need help with
    • Support is provided by email for any questions you may have, once you have monthly bookkeeping.

We will provide the following services

  • Record and categorize all transactions
  • Accounts Reconciliation
  • Basic monthly financial reports (P&L, Balance Sheet, Cash Flow)
  • Monthly closing of books
  • End-of-year Tax Ready books

Training Packages

  • 5-10 hr Training Packages, customized to your needs.>
Services-4

Additional Services

  • Diagnostic Book Review
  • QuickBooks Training Packages
  • Assist with setting up Payroll
  • Assist with setting up 1099 contractors
  • Assist with Receipt Management
  • Quarterly Reviews
  • Assist with 3rd party apps
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