QBO & Xero certified:

Setting up of new company in Quickbooks Online & in Xero

Setting up Chart of Accounts - Get messed/lengthy up chart of accounts streamlined.

Setting up advanced categorization options like classes, locations, projects, jobs, sub-customer tracking. (Project/customer wise profitability tracking)

Setting up of recurring transaction and bank rules for automatic categorization.

Vendors, contractors including 1099s set up & customers management,

Invoices, bills, bank, credit card, income & expense transaction posting,

Manual up load of bank statements - CSV format

Bank & credit card reconciliations,

Inventory set up & tracking

Clean ups - Sorting errors & duplicate transactions & bank reconciliations

Catch ups - Where transactions lagged behind

Batch transactions - Invoices, sale receipts, bills, bank deposits, checks & expenses.

Financial projections - Futuristic view of profit & loss, financial position (balance sheet) and cash flows based on assumptions for start ups and businesses seeking loans and investments

Financial Analysis - Ratio analysis of profit & loss and financial position.