Booksmart Bookkeeping - A comprehensive bookkeeping service for smarter finances.
Keep your business running smoothly with BookSmart, the comprehensive bookkeeping service from Legna Financials! Our team of experienced professionals are available to handle all of your financial organization needs. No more troublesome days rooting through paperwork trying to find out where everything stands or deciphering complicated legal documents. We will do it for you! With our computer-generated reports, such as balance sheet and cash flow statements, you can easily keep track of individualized aspects that allow for effective decision making. Cut down stress levels by outsourcing your bookkeeping tasks to the account managers at Legna Financials today!
- QuickBooks Online Setup
- Evaluate your business needs to determine QBO subscription level
- Setup chart of accounts, payroll, accounts receivable, accounts payable, and etc.
- Enter beginning balance as of last filed tax return (zero if new business)
- Conversion from QuickBooks Desktop to Online
- Update your QuickBooks Desktop software
- Prepare & export your desktop file
- Ensure that everything converted correctly, and manually correct those that did not
- Monthly Bookkeeping
- Match transactions to their correct expense categories
- Ensure all transactions entered match the balance statement for the monthly cycle
- Prepare & send financial reports to show you where you stand monthly
- Historical Cleanup Project
- Correct balances as of the last filed tax return
- Match transactions to their correct expense categories
- Ensure that all transactions entered match the balance statements for each statement cycle
- Virtual CFO Project
- Hire & train financial staff and determine software
- Oversee internal financial staff and their activities
- Track cash flow and financial planning
- Report to and advise the CEO regarding the company’s financial health
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Ready to get started?
Let’s get your business on a path toward successful financial management. Schedule a meeting below so we can start a conversation. We look forward to speaking with you!
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