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Customized Services



Bookwork solutions employs professional bookkeepers and accountants to manage our clients’ bookkeeping and accounting with QuickBooks® accounting software. We offer a unique business model on an ongoing, as needed or project basis.

 



File Set-up—Our initial set up of your QuickBooks® accounting and payroll system is tailored to your business needs.

• Customized Chart of Accounts
• Opening Balances Entered
• Item List
• Vendor and Customer Setup
• Sales Tax Setup
• Payroll Setup

File Analysis and Tune Up—Quarterly and/or yearly analysis of your QuickBooks® files to optimize your system’s capabilities. This will better enable you to prepare for tax time, a financial review, or clean up problem areas.

On-site Training and Seminars—Once QuickBooks® is set up, we can help your employees leverage the full benefits of QuickBooks®.

• We come to your location.
• We focus on the individual issues facing your business.
• We will be there to answer your specific questions and concerns.
• No need to spend time on features that don’t impact your business.

Off-Site QuickBooks® Support—Experience the convenience of having a QuickBooks® expert in your office! We can remotely access your QuickBooks® files and walk you through any procedure. Stuck on a screen and not sure what to do, call us anytime for step-by-step support over the telephone.

Customized Reports—Need special reports? We can create reports customized to your specification.



Business Consulting

Business Process Optimization—Bookwork Solutions can review your current operational procedures and compare them to observed leading practices. Our recommendations are tailor-fit to your business.

• Current State Process Reviews
• Leading Practice Comparisons
• Recommended Actions for Opportunity Areas
• Current State Process Flow Diagrams
• To-Be State Process Flow Diagrams


Online Solution





Click here to see how it works!

• Remote Access to Financial Information Online

• Accurate Daily Financial Outlook

• Savings in Taxes, Overhead Costs, No Employee Turnover

• Secure, Electronic Storage of Information

• Financial Reports to Make Informed and Timely Decisions

• Consolidate and Manage Your Financial Information

How it Works

e-Box
Paperless office, Electronic filing cabinet

e-Pay
Categorize and record bills

e-Sales
Customization and delivery of business invoices

e-Payroll
Process payroll and taxes

e-Bookeeper
Reconcile bank, credit card, and investments

e-Reports
Comprehensive financial reports