Services

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Expert Books' Services

Expert Books offers a wide range of bookkeeping services for small to mid-sized businesses, as well as individuals.  All of our clients get personalized, quality service.  Listed below are some, but not all
of the services we offer.  If you don’t see what you need, simply ask.  Odds are, with our years of experience, we’ve handled a similar issue before.

New Business Set-Up

Starting your a business can be overwhelming - especially when considering the financial, accounting, payroll, record keeping, and marketing issues each proprietor must face. Expert Books has the experience and insight to put your business on the right track from day one.  We let you concentrate on running your business while we put the books, numbers and finances in order. 

Remote Access

Many businesses don’t have the extra room for a bookkeeper to work. You may have a home business, or a fully staffed office with little extra space.  In any case, the overwhelming majority of businesses recognize the value of Expert Books’ ability to securely access their financial records remotely:  this allows Expert Books to work on the weekends and non-business hours.  In turn, your business has the most up-to-date and current bookkeeping with minimal interruption of business.

QuickBooks® Training, Setup and Cleanup

You’ve made the decision to buy QuickBooks® – now what?  Don't spend hours trying to set it up yourself - only to be dissatisfied with the outcome - when Expert Books could do it quickly, efficient, and most importantly, correctly. 
Maybe you’ve used QuickBooks® for a while, but suspect you could be getting more out of your software investment.  Expert Books is there to help, from minor file clean-up to recalculation of years of data entry.  We’ll help you make QuickBooks function at its highest level and provide you the financial clarity needed to reach your potential.
Want to “do it yourself’, but need some QuickBooks help?  Expert Books offers personalized QuickBooks Pro training, consulting and ongoing support.  Sign up today for our one-on-one training sessions!

Troubleshoot and Resolve Past Ledger, Accounting and/or Data Entry Errors

Dissatisfied with your past bookkeeping experiences?   Expert Books can get you where you need to be.  Many companies have suffered through a “string” of past bookkeepers, who just seemed to make things worse!  We will conduct a complete review of your bookkeeping data file, make the appropriate data entry corrections, and advise what is needed to get your business back on track.

Inventory Management

QuickBooks Pro can be an excellent inventory tracking tool, when set up correctly!  Expert Books will show you how to get your inventory started, beginning with Inventory Item setup, purchase orders, receipt of inventory and bill payments.  And, if your current inventory needs a QuickBooks doctor, we show you how to bring your accounts into balance.

Payroll Management and Payroll Tax

Of all the challenges, payroll and the resulting payroll taxes, can be one of the most daunting problems for small to mid-sized businesses. Whether you have two employees or twenty, Expert Books will help you find the best payroll solution for your company, including in-house payroll, direct deposit and electronic payment of your taxes.
Do you use time sheets for your employees? Expert Books show you how to import those hours directly into payroll, as well as client invoices.

Sales Tax

Sales taxes can also be a significant challenge for most Arizona businesses. With many tax laws governing each industry, and the individual forms for each city, no wonder many business owners are frustrated and confused when faced with Sales Tax issues. Don’t worry - Expert Books is there to take the mystery out it and will make the process smooth and painless!  From the initial license application, to tracking your sales tax and filling out monthly sales tax forms, we have the experience you can count on.

Data Entry, Bank and Credit Card Reconciliation

Whether your business is up-to-date, or several years behind, Expert Books specializes in financial data entry.  Many business owners feel embarrassed or overwhelmed when their books are behind, usually due to circumstances beyond their control. Expert Books can get your business caught up and reconciled quickly and efficiently.  Perhaps you business is current, but experiencing a personnel or financial transition?  We’ll make sure your records stay updated and accurate, with ongoing and complete access to your financial records.

Financial Report & Statement Preparation

Expert Books will competently prepare financial reports and statements for your business in accordance with professional standards.  Expert Books makes the creation of such effortless, which most businesses find invaluable in making day-to-day financial management decisions.

 

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