Our Services
Setup and training in Quickbooks
Are you new to bookkeeping and/or accounting software? Stop guessing and start using QuickBooks with confidence. I provide customized setup, personalized training, and practical bookkeeping support so your financial records stay organized and accurate.
Whether you're starting from scratch or need help cleaning up your books, I'll tailor QuickBooks to fit your business and teach you how to use it effectively.
Setup
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Create a customized chart of accounts
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Connect bank and credit card accounts
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Set up customers, vendors, and products/services
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Configure sales tax (if applicable)
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Create invoices and recurring transactions
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Customize reports and dashboards
Training
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One-on-one personalized training
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Learn invoicing, bill payments, and expense tracking
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Bank reconciliation guidance
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Financial report walkthroughs
Monthly Bookkeeping Services
Spend More Time Growing Your Business—Leave the Books to Us
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Capture and categorize all transactions quickly and efficiently
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Monthly reconciliation of all bank and credit card accounts
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Review transactions for accuracy
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Input payroll transactions into Quickbooks
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Generate financial reports, including Profit & Loss and Balance Sheet
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Coordinate with your tax professional as needed
Trust CosMax Books and take monthly bookkeeping duties off your plate--Know exactly where your business stands financially, make informed business decisions with updated records, and stay organized all year--not just at tax time.
With month-to-month bookkeeping covered, your tax professional receives accurate, complete records instead of a box of receipts or months of uncategorized transactions. This means there will be fewer duplicate transactions, missing expenses, miscategorized purchases, and unreconciled accounts before tax season, which also means your tax professional will have fewer questions and fewer last-minute corrections to make. Less time is spent cleaning up records, allowing for more efficient preparation of an accurate return. This reduces delays and simplifies the filing process.
Bookkeeping Cleanup Service
Are you behind on your books? We can help--Turn financial chaos into organized records
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Review existing bookkeeping records
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Establish proper beginning balances as of the last day of the last year taxes were filed
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Resolve all bookkeeping issues and bring the books to an accurate current status
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Correct miscategorized transactions
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Identify and fix duplicate or missing entries
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Organize outstanding transactions
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Catch up months (or years) of overdue bookkeeping
Trust CosMax Books with cleaning up your books and start fresh with organized financial records--Move your business forward with confidence!
