Initial Company information

Setup chart of accounts

Train/Create customer (accounts receivable) accounts
           - Create items
           - Customize invoices
           - Manage the customer center
           - Train/explain the process of invoicing,
              receiving payments, and making deposits
           - Setup sales tax for invoicing
           - Paying sales taxes

Train/Create Vendor (accounts payable) accounts
           - Setup terms
           - Setup 1099 reporting
           - Explain the process of entering and paying bills

Credit Cards
           - Entering Charges
           - Balancing Credit Card Statements
           - Paying Credit Card Bills

Financial Statement Preparation
           - Meaningful financial statements to present to your
             financial institution or investors

General Ledger Balancing
           - To Save You Money and Your Tax Preparer Time by

Providing Accurate Records

Understand Tax Laws Pertaining to your Business
           - IRS
           - Wisconsin Department of Revenue
           - Wisconsin Department of Workforce Development
           - Wisconsin Sales Tax
Accounting Solutions
Supporting QuickBooks®* and other accounting
related packages
*QuickBooks and QuickBooks ProAdvisor are registered trademarks and/or registered
service marks of Intuit Inc.
Contact us:
920-759-1660
Breakthrough Solutions
Providing solutions to help your business succeed!