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With the QuickBooks Review Accounting Package*, on a monthly or quarterly basis, we will review and update your books, including:

  • Assist with setup of accounting system 
  • Apply for needed tax IDs  
  • Review General Ledger  
  • Reconcile bank statements  
  • Prepare sales, payroll, 1099, property tax, and estimated income tax forms (monthly,
  • quarterly, or annually) 
  • Calculate payroll tax deposits  
  • Prepare financial statements and reports  
  • Offer you 24/7 online access to your scanned source documents as well as the financials, reports, and tax returns we prepare via NetClient, a secure, client Web portal  
  • Provide unlimited consultation (short duration) by phone or in the office
  • We are a Certified QuickBooks Advisor and are able to assist you with any QuickBooks issues that you may have

QuickBooks Review is the choice for business owners who prefer to handle their own data input, but like the reassurance that comes with having a professional review their work.

*SD&A also supports Peachtree Accounting, Microsoft Small Business Accounting, and other top accounting software packages.


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