Our firm exclusively offers bookkeeping and accounting services and support for QuickBooks Online to business owners Nationwide. We believe that cloud accounting is the best choice for today’s business owners, as it empowers you to easily outsource your bookkeeping and accounting needs. Outsourcing your bookkeeping and accounting with Lend A Hand Accounting can save you thousands of dollars per year. Even if you choose to keep some bookkeeping tasks in-house, choosing to partner with a cloud accounting firm and a Member of the QuickBooks ProAdvisor Program is a smart decision. According to research findings from Intuit, as much as 89 percent of small business owners believe they’re more successful when they work with accountants.
We Help You Setup Your QuickBooks Online Account like its Day 1!
With this service, your accountant gets your books setup correctly like it’s Day 1 for your business. The first step will be to determine your company settings based on the features you plan to use in your account. Your accountant needs to know whether you want to create projects and track inventory. These options are only available in the QuickBooks Online Plus and QuickBooks Online Advanced subscriptions. Your accountant will also need to know whether you plan to create progress invoices, billable expense invoices, customer estimates and purchase orders. You will also determine how to customize your chart of accounts and products and services lists. And most importantly, they need to know how you receive your income.
We Create the Lists You Need to Create Purchase and Sales Forms
Before creating purchase and sales forms in QuickBooks Online, you will need to create 4 Required Lists as follows:
We Customize Your Lists to Meet Your Specific Business Needs
Your accountant request information to setup your books inline with how you operate your business. They will ask you for key information during your initial onboarding and may have follow up discussions with you before completing the setup. Your accountant will create your lists in your QuickBooks Online account and then send you various reports to review and provide your valued feedback on. Often times, the customization of new Company books is an ongoing team project in the first year.
We Help You Connect Bank, Credit Card and Third-Party Apps
With this service, your accountant can assist you with connecting your business bank, credit card, POS and third-party applications to QuickBooks Online. Your accountant can assist you with downloading and uploading any missing transactions into your QuickBooks Online bank feeds to categorize and add to your account registers. We will also make sure that your new chart of accounts aligns with your connected bank, credit card and POS (Point-of-Sale) accounts. We can additionally advise you on the setup of classes, locations, multicurrency, tax agencies, tax rates, projects, employees, and more for a one-time fee.
Your Personal Guide to Seamless Accounting: Advanced QuickBooks ProAdvisor at Your Service
Hey there! I’m Gina, and I’m the proud co-founder of Lend A Hand Accounting. Why did I start this? Well, I believe that everyone should have access to affordable, efficient, and flexible accounting and bookkeeping services. It’s all about making sure these essential services fit snugly into your budget without any fuss.
We’ve ditched the traditional hourly rate system and adopted a flat fee pricing. You might be wondering, “Why does this matter?” Well, this way, you know exactly what you’re paying for upfront and there are no unexpected surprises. You get to pick and choose the accounting services you need, like a customized menu. And the best part? You’re in complete control of when you start or stop using our services. We’re essentially just a call or a text away, no need for endless phone calls or draining trips to the accountant’s office.
I’m not just any accountant though. I’m an Advanced QuickBooks Online ProAdvisor. That means I’m equipped with advanced expertise and resources to help you leverage QuickBooks Online to its full potential. My goal is to make your accounting process smooth and efficient so you can focus on what you do best – running your business.
Ready to get started? Reach out to me directly at 360-637-4799. We can even kick things off immediately if you’re ready. Simply create a free account, and I can instantly take a look at your books and let you know where you stand.
At the end of the day, we’re here to serve you. We really appreciate the trust you place in us and we’re eager to meet all of your accounting and bookkeeping needs. Looking forward to being part of your team!
Take care,
Gina
The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
