"I am a QuickBooks Specialists and am here to help you no matter how bad it seems!"
Carlson Accounting specializes in the accounting aspect of QuickBooks instead of technical support. If you're a CPA or CFO and do not have the time or the resources to clean up and balance your clients bookkeeping messes, look no further. Carlson Accounting can quickly step in and get your clients QuickBooks cleaned up and balanced and ready for you to perform your duties.
We take care of all the nuts and bolts, detailed type work. We will also train your clients on how to properly operate QuickBooks so future engagements will be smooth and seamless.
Services
- monthly, quarterly ,or annual reviews
- payroll and payroll tax reporting
- bank and credit card reconciliations
- sales tax reporting
Training
- customized to your specifications
- held at your location
- one-on-one with your computer and QuickBooks software
Reviews
- assets
- transactions that misstate income
- expense and liability accounts
- monthly, quarterly, or annually
- provide opportunity to ask questions
- save time and expense with your tax accountant
Reconciliations
- reveal duplicate payments
- identify recording errors, missed payments, deposit errors
- minimize taxable income
Financial File Clean-Up
- customize and memorize reports in QuickBooks
- re-order, add/delete accounts
- review credit card and loan payment activity
- ensure principal and interest balance with statements
- reconcile accounts payable and receivables
- review asset and equity accounts for discrepancies
- summarize prior years' activity
- speed up QuickBooks
Payroll and Payroll Tax Reporting
- set-up payroll
- train as necessary
- provide complete payroll services
- provide payroll tax reporting
Financial File Set-Up
- select proper QuickBooks edition
- install software
- set-up company file
- train as necessary