ClaysmileAdvisors@2018




info@claysmiladvisors.com
Schedule a Free No Obligation Initial Consultation!

QUICKBOOKS SETUP

Our QuickBooks Setup services are
designed to save you time while getting your
books set up in an easy-to-maintain manner

Find the right tools to help you manage and
grow your business

Year End Support

Neatly organized year-end financials.
We will determine the necessary adjusting
entries to generate reports  including but
not limited to your Depreciations Schedule,
List of Properties, etc.

Tax time support

We don't want you to worry about filing
your taxes, so we'll work directly with your
Tax Accountant or you can avail of our tax
services as well. We make sure that
tax season goes smoothly.
Why QuickBooks Online ?
    QuickBooks Online is a good choice for:     Depending on your QBO plan, you have :

   Businesses where people need to remote access the books

   Businesses where multiple people may need to access the  
         books at the same time

   Businesses that are comfortable with a monthly fee and may
         benefit from the free support that the monthly fee offers

   Businesses that are comfortable with cloud computing where
         data is stored online and only accessible with an internet
         connection

  Businesses that want to explore automation

     

           
QuickBooks Online Simple Start:

                       20+ Reports

          QuickBooks Online Essentials:

                       40+ Reports

          QuickBooks Online Plus:

                       65+ Reports
Here are some of the reports you have access to with QuickBooks Online Simple Start:

                    Profit and Loss                                                
                    Balance Sheet 
                    Statement of Cash Flows                                
                    Customer Balance Summary 
                    A/R Aging Summary                                       
                    Taxable Sales 
                    Transaction List by Date                                 
                    Reconcile Reports  

                 Sales by Customer                                        
                 Sales by Product/Service 
                 Transaction List by Vendor                            
                 Check Detail 
                 Payroll Reports (if payroll is turned on)          
                 Customized Reports 
                 Product/Service List      

With QuickBooks Online Essentials you have access to all of the Simple Start reports
as well as additional insight through some of the following reports: 

                  A/P Aging  
                  Bill Payment List 
                 Company Snapshot                                        
                 Customer
                 Balance Detail 
                 Expenses by Vendor                                      
                 General Ledger 
                 Income by Customer Summary 
                  
                 Profit & Loss Detail 
                 Sales by Customer Detail                             
                 Terms Listing 
                 Trial Balance                                                   
                 Unbilled Charges 
                 Unpaid Bills                                                     
                 Vendor Balance 

QuickBooks Online Plus: 65+ Reports

QuickBooks Online Plus opens all the features of QuickBooks Online.
It offers more comparison reports for company financials, location and class reports,
purchasing and inventory, time activities and more.

You have access to all of the Simple Start and Essentials reports as well as more comparison and
management reports such as: 

                 Budget Overview                                               
                 Budget vs. Actuals 
                 Class Listing                                                      
                 Profit & Loss by Class 
                 Profit & Loss by Location                                 
                 Open Purchase Orders  

                   Purchases by Product/Service                        
                   Purchases by Location or Class
                   Sales by Location or Class                            
                   Time Activities by Customer 
                   Time Activities by Employee                           
                   Transaction Detail by Account 

What it means to be a
QuickBooks Online  (QBO)
Certified Pro-Advisor ?
A symbol of trust and competence
What it means to be a QuickBooks Online  (QBO)Certified Pro-Advisor ?
As Certified ProAdvisors, we are experts in QuickBooks setup, reporting, and the other day-to-day functions of the software. ProAdvisors have taken a 12-part QBO Certification courses and have successfully completed comprehensive testing in order to be certified by Intuit.
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1- 866-615-7072
Set up an appointment today
Call Us at 1- 866-615-7072
Fax: (410) 593-0152
eMail us at:
info@claysmiladvisors.com