QBO & Xero certified:
Setting up of new company in Quickbooks Online & in Xero
Setting up Chart of Accounts - Get messed/lengthy up chart of accounts streamlined.
Setting up advanced categorization options like classes, locations, projects, jobs, sub-customer tracking. (Project/customer wise profitability tracking)
Setting up of recurring transaction and bank rules for automatic categorization.
Vendors, contractors including 1099s set up & customers management,
Invoices, bills, bank, credit card, income & expense transaction posting,
Manual up load of bank statements - CSV format
Bank & credit card reconciliations,
Inventory set up & tracking
Clean ups - Sorting errors & duplicate transactions & bank reconciliations
Catch ups - Where transactions lagged behind
Batch transactions - Invoices, sale receipts, bills, bank deposits, checks & expenses.
Financial projections - Futuristic view of profit & loss, financial position (balance sheet) and cash flows based on assumptions for start ups and businesses seeking loans and investments
Financial Analysis - Ratio analysis of profit & loss and financial position.