In 2024, our client launched a new business and needed assistance compiling financial data for tax filing and performance analysis. During our review, we found that the Office Manager had a solid foundation in bookkeeping and could be trained to manage monthly accounting tasks.
Our accountant provided customized QuickBooks Online training, covering receipt capture, chart of accounts management, transaction recording, and bank reconciliation. We now deliver quarterly financial reports and analysis to help the company make informed financial decisions. As the business grows, we are prepared to provide strategic CFO-level support.