Our comprehensive bookkeeping solutions are designed specifically for businesses seeking accurate financial records. We ensure compliance with accounting standards and provide detailed financial reports that support your business decisions. Our goal is to earn your trust by delivering financial solutions for small businesses with a focus on customer satisfaction.
Invite us to become your QuickBooks Online (QBO) accountant to help your company become more efficient and productive in utilizing QBO.
For instance, we can assist you with setting up bank feeds and importing data from various sources such as banks, credit cards, and Excel into QBO, thereby streamlining the data entry process. We can also help you accurately classify those transactions, which will impact key financial reports.
Why not let Anez & Company manage all your accounting and bookkeeping needs remotely using QBO and Excel. This will allow you to spend less time managing your books and more time maximizing income from clients, as well as enjoying precious moments with your family.
Our monthly services include but are not limited to:
- Book cleanup as needed
- Properly setting up and managing your chart of accounts, including customer and vendor accounts
- Accurately classifying transactions from bank feeds and leveraging artificial intelligence (AI)
- Managing accounts receivable, payables, payroll, and taxes
- Reconciling bank and credit card accounts without requiring company reconciliation adjustments
- Creating and generating customized financial reports that provide an accurate picture of your business operations, helping you manage finances to make informed business decisions. These reports include the Budgets vs. Actual report, Profit or Loss Statement, Detailed Balance Sheet, and Statement of Cash Flows.
Our services are provided by a Certified QBO ProAdvisor, licensed CPA, Intuit Trained Bookkeeper, and an Excel Spreadsheet Wiz, all with over 15 years of experience using QuickBooks Online products and Microsoft Office tools.