The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
Monthly Bookkeeping/Quickbooks Training
1. TRAINING AT YOUR
OFFICE
• LEARN TO INPUT CHECKS
• RECORD DEPOSITS
• RECEIVE PAYMENTS A/R
• RECEIVE PAYMENTS A/P
• HOW TO DELETE TRANSACTIONS (BEFORE RECONCILIATION)
• HOW TO PREPARE IMPORT
• HOW TO DOWNLOAD IMPORT
• RUN PROFIT & LOSS
• RUN BALANCE SHEET
• HOW TO ENTER BILLS
CALL 832 471 0155
SMALLBIZHOUSTON@AOL.COM
3 HOURS ON-SITE ($199.)
2. MONTHLY BOOKKEEPING
SERVICES FOR SMALL
BUSINESS
Use Quickbooks/Xero programs
Convert Desktop to Quickbooks Online
Connect bank to Quickbooks to automate data
entry
Do bank reconciliation on bank/credit cards
Classify transactions in regards to “Generally
Accepted Accounting Principles’ and Tax Law
Produce financial statements