Services
You can focus on what you do best when Donnell does the books.
Consulting Services
- QuickBooks Online initial set up and training
- Developing annual budget
- Monitoring budget variances and reporting to company management
- Forecasting receivables and cash flow
- Providing financial modeling and analysis to inform business decisions
- Providing management with updates on financial health, trends, and opportunies
- Creating and/or documenting a system of accounting policies and procedures
- Providing operational guidance and problem-solving
Bookkeeping Services
- Categorizing monthly income and expenses
- Reconciling bank and credit card statements
- Recording financial transactions and making adjusting entries
- Preparing and reviewing monthly financial reports
- Processing accounts payable (reconciling invoices, making timely payments, taking advantage of discounts as appropriate, setting up new vendors)
- Processing accounts receivable (invoicing, reconciling remittances, applying payments, sending statements, collection follow up)
- Payroll processing using Gusto, ADP, Xenium or QuickBooks Online
- Coordinating with company’s tax accountant