Accounting, Bookkeeping, and QuickBooks Tips for Small Businesses

Accounting Services

Thank you for your interest in our accounting and bookkeeping services. Here is a list of services we provide, through Trailhead Accounting Solutions CPA, LLC.

Strategy

  • Budgets
  • Cash Flow Projections
  • Cash Management
  • Key Performance Indicator (KPI) tracking and evaluation
  • Goal Setting and Accountability
  • Monthly or Quarterly Meetings with Business Owner

Bookkeeping

  • Accounts Receivable – prepare invoices, post deposits, track customer payments, and send monthly statements. We will also keep you in the loop on your aging receivables so you know which customers have outstanding invoices.
  • Accounts Payable – Enter, track, and write checks for vendor bills. Record check & credit card payments.
  • Banking & Credit Card Activity – We will record your bank and credit card activity to your accounting file (QuickBooks or Xero).
  • Account Reconciliation – Monthly reconciliation of your bank and credit card accounts.
  • Prepare 1099’s

Accounting

  • Software Selection, Set-up, and Configuration
  • QuickBooks Cleanup
  • Accounting Workflow Design
  • Accounting and Bookkeeping Training

Interested in working with us?

Please fill out our CONTACT form to get the conversation started!

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