Y-OPA's services are tailored to the needs of each individual client. Our accounting services include QuickBooks new company set-ups, tune-ups, bank account reconciliation and file reviews..
quickbooks® set-ups
Haven't opened that box up yet?
We'll set-up your new QuickBooks company file for you, including your Chart of Accounts, your Item List, Vendor and Customer Lists. We'll even enter transactions and reconcile your accounts so that your QuickBooks file is ready to go!
quickbooks® review
Sometimes, just second pair of eyes on your books can help to make sure everything is in place as it should be.
We can spend 2 or 3 hours reviewing your file to make sure it has been set-up correctly, that transactions are being entered properly and that you are getting the most out of your QuickBooks software.
After analyzing, we will provide you with a comprehensive report and a summary of what, if anything, needs to be done.
quickbooks tune-ups
Y-OPA can perform a "tune-up" on your QuickBooks® company file. This is an in-depth analysis of your QuickBooks® file, with a focus on finding and correcting errors, as well as ensuring that QuickBooks® is being used correctly and to its' fullest capability.
bookkeeping
As your company grows, you may decide that outsourcing your bookkeeping is the solution that works best for you. Y-OPA is a full-charge bookkeeping firm that can provide any or all of the services listed below, on either a weekly, monthly or quarterly basis:
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Client billing/collections
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Posting account activity
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Bill paying
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Employee expense tracking
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Account reconciliation
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Payroll Management
training
While outsourcing your bookkeeping may be convenient, it can also be quite costly. We'll help you save money by training you to be your own bookkeeper! We offer training sessions at your place or ours:
quickbooks® workshops
QuickBooks workshops are held throughout the year at our learning center. Click here learn more about our group classes.
customized training
You may find that you would benefit more from one-on-training than in a group environment. If so, our customize training might be just what you need. We can provide you with personal training, using your QuickBooks file and addressing only your QuickBooks and bookkeeping issues. These sessions can be held at your place or ours.
coaching
Bookkeeping can be a very daunting, intimidating task. In our QuickBooks coaching sessions, we provide you with personalized guidance in the areas of QuickBooks that you need for your business. We work directly with our clinets in a one-on-one setting, helping them to identify and strengthen their weaknesses while maximizing their strengths. In short, we will teach you how to be your own bookkeeper.
Below are the coaching programs that we offer:
QuickBooks Set-Up
QuickBooks Tune-Up
Account Reconciliation
QuickBooks DCAA Compliance
Be Your Own Bookkeeper
support and troubleshooting
Y-OPA can help you resolve specific issues that you may be experiencing with QuickBooks. We are also available for on-site or remote support.
