How we provide our services
We provide both virtual and onsite accounting services. Onsite coverage and virtual coverage includes Trumbull, CT, Bridgeport, CT, Fairfield, CT, Westport, CT, Wilton, CT, Norwalk, CT, Darien, CT, and Stamford, CT. We provide virtual accounting services for the rest of Connecticut and nationwide.
If virtually, you send us (or we pick up):
· Your Quickbooks data file or, we remotely access your database via logmein, or another tool, whether it is onsite or hosted.
· Your weekly or monthly information – i.e. bill copies or check stubs, invoice detail, deposit tickets, POS summaries, payroll reports, etc
· Client invoices, or handwritten billing records
· Bank statements, credit card statements and any other miscellaneous information
We will enter your information into all 'Intuit-supported' versions of QuickBooks - i.e. 2009 (until May 2012), 2010, 2011, or 2012. We also support QuickBooks for Mac 2011, and QuickBooks for Mac 2012.
Once your weekly or monthly records are updated we provide you with an updated QuickBooks data file if applicable (with instructions how to load into your system, or we’ll help), an updated income statement, balance sheet, updated bank reconciliations, and your raw financial data. We then schedule and spend some time reviewing your results with you to help you understand how your business is doing.
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