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SERVICES

"Wisdom is the power to put our time and our knowledge to the proper use."

- Thomas J. Watson

SYSTEMS DESIGN &

sETUP

  • QB product decision guidance

  • Custom crafted Chart of Accounts

  • Software installation, user IDs, preferences

  • Chart of Accounts upload

  • Import customer and vendor data

  • Create inventory item and service item lists 

  • Tailor invoice templates

  • Set-up online banking

  • Enter beginning balances for current fiscal year

  • Facilitate cloud hosting environment, if needed

sYSTEMS iMPROVEMENT

  • Systems analysis and troubleshooting

  • Compare current QB version to business accounting needs

  • Provide software conversion if necessary

  • Chart of Accounts evaluation and modification 

  • Facilitate cloud hosting environment, if needed

tRAINING

Individualized QB training for business owners and bookkeepers as needed in the following areas:

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  • Customer setup

  • Vendor setup

  • Create new inventory/service items

  • Invoicing and accounts receivable

  • Bills and accounts payable

  • Employee data and payroll management

  • Perform periodic QB backup 

  • Payroll

Ongoing Services & Support

I am happy to offer ongoing support in whatever capacity best meets your needs. I can provide regularly scheduled boots on the ground support, periodic check-in and review support, or simply occasional, as-needed support in  the following areas:

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  • Bank and credit card transaction download/import

  • A/R and A/P management

  • Payroll

  • Sales tax reporting

  • Bank and credit card account reconciliation

  • Monthly close process, including financial statements

  • QuickBooks troubleshooting

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QuickBooks Versions At-A-Glance

What People Are Saying

“Working with Jamie has been great! We are new to owning a business and managing our QuickBooks was a daunting task for us. Right when we started working with Jamie, he eased us into QuickBooks and helped us tremendously. He set up our QuickBooks from scratch and is always there to help whenever you need it. He is always willing to help via an email, phone call or an in person meeting. We are thankful to be working with Jamie!"

-Shannon and Jimmy, American DP 

“I have worked with Jamie on several projects now and have always been rewarded by his diligent work ethic in getting things done quickly and correctly. He routinely understands from the onset of the job what I need and solves issues that come up without my assistance. You want something done right immediately without being bothered until completion? Call Jamie."

-Thomas P. Mulka, CPA 

Need more details? Reach out!

I am here to assist. Contact me by phone, email or LinkedIn, so we can talk about how Numb3r Solutions can best meet your needs. Your consultation is free.

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