Set-up
For new homebuilders working through initial set-up or established owners who want to convert to BuilderTrend. We can help with initial tasks such as adding users, establishing security settings, and developing a Chart of Accounts that makes sense for your reporting.
Diagnostics
Something went wrong in QuickBooks and you don't know how to fix it? No problem, we can help!
App Set-up
Tempted by some of the endless QuickBooks apps on apps.com? We can help you evaluate and test to determine if a new app will be a life saver or your next nightmare.
Payroll
Payroll should be pretty simple, right? You bet, especially if you already use BuilderTrend. We can help you properly set-up or we can handle it from end-to-end so you can save time. This includes setting up employees and preparing federal and state quarterly filings.
Monthly Reconciliations
The month just ended and you know you're supposed to balance with your bank statement, right? We can help figure out what transactions haven't been recorded or which ones may have been duplicated... oops!
Closing the Books
Once reconciled, it's time to close the books and evaluate how you did. Not only is it an important time to look back on how you performed last month, but it's also necessary to update security settings so no one mistakenly changes prior-period results.
Corporate Tax
In order to make your tax filing a breeze, let's start talking well in advance of the due date. We invest heavily in Continuing Professional Education to stay up-to-date on the latest tax regulations so you don't have to. If you're still considering a S-Corp election, let's talk about when it makes sense for you. We love e-filing form 1120-S.
Budgeting
Budgeting is one of the most important and most overlooked annual tasks. Not only is it the best way to set goals, but it's also a critical way to enforce internal controls. It's the best way to reign in spending and identify theft. You wouldn't start a roadtrip without navigation, so why would you start a fiscal year without a plan? We'll even input your goals into QuickBooks so you can easily track your progress month-by-month.