Services

You will receive a complimentary one hour appointment to assess your needs and design an affordable package that is right for your business. We offer you the following services:

Business Planning:  Business planning is essential for the growth of your business. Ledger Consulting can help you:

• Create and update your Business Plan
• Create a Budget
• Create a Cash Flow Projection
• Develop Strategies for Business Growth

QuickBooks Consulting:   Ledger Consulting can help you understand QuickBooks and use it as a great tool to help you analyze and grow your business. Other services include QuickBooks installation, setup, tune-up and troubleshooting. Here are some of the services we offer:

• Put your business plan and budget in QuickBooks
• Track your business goals and progress
• Software Installation                                                                            
• New Company Set-up 
• File Backup
• Data Cleanup
• Data Verification
• Tune-Up
  
• Custom Report Design
• Troubleshooting                                           
  

QuickBooks Training:  Training classes and tutorials are offered both in a class setting and individually. Topics can be customized to meet your particular needs. Spending a little money upfront can save you from costly errors later. A sample of topics includes:             

• How to Pay Bills In QuickBooks, Discounts, Short Pays
• Introduction to QuickBooks Items such as Sales Tax, Item Groups, Inventory, Subtotals and Two-Sided Items
• Creating Custom Invoice design and how to add your company logo
• Accounts Receivable Features
• Bank & Credit Card Reconciliations
• Payroll in QuickBooks with Garnishments, Workers Compensation, Tips and other adjustments
• Other topics as requested

Bookkeeping and Financial Analysis: Ledger Consulting will post your monthly transactions, reconcile your books, generate statements and prepare a custom set of monthly reports for your business suitable for internal management use. Reports may include:

• Income Statement (Profit & Loss)
• Balance Sheet 
• Cash Flow Statement
• Payroll Expenses
• Accounts Payable
• Sales Reports
• Custom Reports as requested

Tax Preparation and Planning:  Business tax preparation.

• Sole Proprietor Returns
  
• Partnerships Returns
• S-Corporation Returns
• C-Corporation Returns
• State Franchise Tax Filing
• Past Due Tax Returns
• Estimated Tax Payments
• Mid year tax planning
• Sales Tax

Call Today for Your Free 1 Hour Initial Consultation.

Phone: 817.723.9294 or use our contact form.