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I have a small consulting company. I am taking on a partner and need to update my financial chart of accounts and financial record keeping.
I keep records on Quickbooks - but I need help in creating a more accurate chart of accounts for my business.
I am in the process of taking on a partner and we agreed we want to set this standard for our financials: we want to have our process be able to produce current, accurate financials at the touch of a button.
Specifically here are the steps I need your help with:
1. Fine tune my current P and L statement with me to set appropriate categories of income and expense.
2. Once we have the accounts in order - then I'll need you to create month by month P and L and Balance Sheet reports for 2011. (All data has been input already... I just need your help creating the reports in Quickbooks and building Excel reports out of them.
3. In the end I want to be able to hand my P and L and Balance Sheet breakouts to a third party so that ...
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