Maintain Peachtree Accounting Data for Firm
Background: Our small (2 person) for profit charitable consulting firm purchased Peachtree Complete Accounting Software (2007 Edition) when we incorporated in August 2006. A year later, we do not have the time to learn the software and have not mastered 95% of the functions other than writing checks. Be assured all IRS forms and tax returns have been filed. Currently, our firm still owes us inital loan payments and no payroll or salary has been initiated. This will be a need by 2008 the beginning of our third calendar year of operations. We are located in southeast United States. Our goal is to have the data we need for IRS, taxes and internal operations. We are looking for the basic financial tools.
OPTION ONE: We email our Peachtree records for your company to establish our company on your Peachtree Software and maintain going forward or long-term. We will then only use our software for expenditures so no "second" set of accounts will be maintained.
OPTION TWO: We are open to granting secure remote access to our system if the work can be done on our computuer and "clean-up" our accounting mess.
OPTION TWO. Rekey our company records since August 2006 on QuickBooks consisting of approximately 5 transactions (deposits and checks) per month. This is the software our accountant uses for tax purposes. Likewise, continue to maintain records going forward.
Regardless the following tasks need to be performed in our opinion--we are open to suggestions.
TASK 1. Consolidate our huge number of account codes and maintain vendor list.
TASK 2. Provide monthly and quarterly reports via email to us on account status and to varify appropriate line items.
TASK 3. Going forward, balance our account based on our confirmation/communication of all deposits and checks including the posting of credit card charges to appropriate line items.
TASK 4. Assist with payroll and IRS quarterly filings after January 2008.
Since we are looking for a long-term and not project relationship we would like a quote on the initial transfer of our financial records and then a quarterly fee there after. We are not concerned about the country of origin but want security profile and references.