Quick Accounting offers a number of ways you can work with us. Whether you have ongoing or occasional needs, we can develop a relationship that works. Below are a few examples of our how we work. To discuss how we can work with you, please contact us.
1. Joint Access on our secure server Remote Desktop Connection Services offered:
QuickBooks access. We set you up with joint access to your QuickBooks file on our secure server which provides 24/7 access so you could invoice your clients while we take care of the rest of your bookkeeping. You may give your vendors our mailing address.
Accounts Payable. We input his bills into QuickBooks so that you can run a weekly report and tell us which bills you want to pay.
Account reconciliation. We use downloaded bank and credit card statements to reconcile your accounts on a monthly basis.
Reporting. You’ll able to run any and all the reports you need using your joint access to the file.
Submit to accountant. At the end of the year, we create a backup file to send directly to your tax accountant. The accountant then gives us the adjusting entries for the year-end and we update your file.
2. Joint Access to your PC or Site Visit on flexible Hours
Services offered: Access. We setup remote connection on your computer so we could take care of everything remotely. We work flexible hours, so there is seldom a problem with you needing the computer at the same time we do.
Account reconciliation. The paperwork is sent to us electronically and processed in the evening hours. Since the QuickBooks file is located on your computer, you always have access to it.
Submit to accountant. At the end of the year we create a backup file to send directly to his tax accountant. The tax accountant then gives us the adjusting entries for the year-end and we update his file.
3.Where you don’t need access to QuickBooks file. Services offered:
Access. If don’t require access to your QuickBooks file and only want monthly reports of your financial position sent to you. There is no need to set you up with joint access.
Bill paying. Your bills are forwarded to us. We process checks and send them to you for signing and mailing.
Bank reconciliations. The bank statements are downloaded and sent to us via email. Reconciliations are completed and reports are sent.
Accountant submission. At the end of the year, we create a backup file to send directly to your tax accountant. The accountant then gives us the adjusting entries for the year-end and we update the file.
4. Where you only have limited knowledge of book-keeping and you want spend more time running the business: If you don’t have a lot of experience with bookkeeping or QuickBooks but only know the basics. You may find the need to spend a lot of time managing the business affairs of the company and not a lot of time to do the bookkeeping. You may need some help. Services delivered:
As-needed support. When you find yourself overloaded with work, please contacts us and make arrangements to send your bills and/or bank statements via fax, email or in person.
Data entry. We will enter all the bills so you could pay them in a timely manner.
Bank reconciliation. You may fax or email us your bank statements so that we can reconcile them. You’ll always be in control of how much or how little you use our services based on your needs.
5. Where you are a busy individual & Require someone to organize your paper work perhaps you’re a busy individual, owns a business and needs someone to organize your income and expenses so that your accountant could prepare your taxes at year-end. Services offered:
Account reconciliation. Each month send us receipts, bank and credit card statements and any other financial information we need. We enter everything into QuickBooks, and reconcile the accounts.
Submit to accountant. At the end of the year we create a backup file to send directly to your tax accountant. The tax accountant then gives us the adjusting entries for the year-end and we update his file. Your original paperwork is returned to you at the end of the year. (some clients like the paperwork back each month, others like to get it all back at once) Please feel free to contact us requesting a quotation or to get more information about our services.