Other Accounting Services

Quickbooks & Xero Setup & Maintenance

  • Workstation set-up (existing & new users)
  • Chart of accounts set-up
  • Vendor list set-up and data entry
  • Customer list set-up and data entry
  • Items list set-up and data entry
  • Custom report set-up
  • Data Entry for all your daily transactions
  • Accountant Review of all data entry (when entered by your employee, bookkeeper or yourself)
  • Financial statements preparation
  • Regular financial status reports for upper management/owners
  • Interpret financial statements and trends

Accounts Receivable

  • Maintain your existing customers
  • Set up new customers
  • Create invoices
  • Send statements
  • Follow up accounts for collection
  • Collect delinquent accounts (light collections)
  • Create A/R aging reports
  • Create A/R analysis graphs

Accounts Payable

  • Maintain your existing vendors
  • Set up new vendors and terms
  • Pay approved invoices
  • Record checks paid
  • Create A/P aging reports
  • Create A/P aging analyses

Billing

  • Process new orders
  • Confirm new orders
  • Create open order reports
  • Prepare and send invoices

Banking

  • Monthly bank reconciliation
  • Credit cards reconciliation
  • Banking reports

Other Service

  • Expense tracking
  • Statement of cash flow
Even More...

Our Accounting & Bookkeeping services may also include:
  • Advanced management reporting
  • Financial analysis
  • Tax return preparation
  • IRS letters
  • IRS audits assistance
  • GAAP compliance
  • Advanced spreadsheet preparation and analysis
  • Fixed asset reporting and depreciation
  • Business consulting and planning services
  • Budget planning and guidance
  • Budget-to-actual analysis (monthly or quarterly)
  • Profitability analysis (projects, departments or the whole enterprise)
  • Maintain fixed asset depreciation schedules on all equipment
  • Regular financial status reports for upper management/owners
  • Create comprehensive financial plans and forecasts
  • Interpret financial statements and trends
  • Build financial models that enhance revenue and margins
  • Analyze Cash Flow bottlenecks
  • Calculate what-if scenarios for product and pricing decisions
  • Revamp your financial reporting format
  • Improve infrastructure and operations, including Process Streaming
  • Prepare presentations for stakeholders
  • Analyze acquisition opportunities and other Growth Strategies
  • Prepare marketing plans and strategies
  • And more...

IRS Audit Assistance

One of the most challenging situations your business may face is an IRS auditWe are here to help! If you received a letter from the IRS for a revision of your taxes or you are concerned about your chances of being audited by the IRS you may find helpful the information we will share with you here[click here]

"A service you can trust for the success of your business."

Spend more time on your core business and less on time-consuming accounting and bookkeeping tasks. TaxApro Accounting Firm can do all this for you and more, contact us today at (786) 505-0017 or use the contact form to get started.