QUICKBOOKS ACCOUNTING

QuickBooks Services in Portland OR

Not only does running a business take incredible time and effort but maintaining every single record for taxes can make the job even harder. Luckily, Perpetual CPA is here to help. Our qualified team of professionals knows what it takes to get your accounting tasks under control. We can present you with a variety of services and solutions that go beyond your needs and wants.

The preferred accounting software for accountants all over the world has proven to be Intuit’s QuickBooks. This software has everything an accountant needs to manage your business’s data. From its user-friendly interface to the software program’s ability to automate accounting and bookkeeping tasks, Intuit’s QuickBooks has become the new go-to.

QuickBooks Online has quickly and most certainly become the most popular accounting software for small and medium-sized companies. It is available anywhere using the web, on any internet-connected device, anytime. Many accountants prefer this software because it requires little to no maintenance and automates typical accounting and bookkeeping activities.

Perpetual CPA is determined to help you and your company have all the tools and help you need to manage your accounts. We will work with you until we are confident all your needs are met beyond what you expected. Just choose from our selection of services, including troubleshooting, complete optimization of bookkeeping and payroll processing, and QuickBooks setup.

An Overview of Our QuickBooks Accounting Services

Setting Up QuickBooks

If you still haven’t chosen a software version of QuickBooks Online, our team at Perpetual CPA can assess your bookkeeping and accounting needs to determine which version of QuickBooks Online would be the most efficient for your business. Once we set up your QuickBooks Online software, we can then decide which accounts to import, create templates, map accounts, and more. In the end, it is crucial to properly set up your QuickBooks Online as it ensures you will get the most out of the software.

QuickBooks Bookkeeping Services Include:

  • Book of accounts updates
  • Maintaining ledgers
  • Closing accounts
  • Trial balance preparation
  • Completing bank reconciliation statements
  • Composing profit and loss statements, statements of cash flows, and balance sheet

QuickBooks Accounts Payable and Accounts Receivable:

  • Maintaining and updating miscellaneous expenses
  • Accounting for expenses
  • Processing letters of credits
  • Maintaining cash disbursement records

QuickBooks Cost Accounting:

  • Managing inventory and controlling stock
  • Updating costs
  • Cost Variance Analysis

Other QuickBooks Accounting Services

  • Payroll accounting
  • Purchase reports preparation
  • Fixed assets reconciliation
  • Keeping work-under-progress accounts up to date
  • Managing accounts for write-offs

How Can Perpetual CPA Help?

If you relate to any of the following statements, let us set up your QuickBooks Online accounting and bookkeeping services:

  • Your account balances or any other finance-related statements seem inaccurate.
  • Your current tax preparer or CPA requires that you clean up your files before they manage your taxes (and you don’t know what to do).
  • Your files run slow, or you are often met with error alerts.
  • You can’t seem to balance your statements.
  • You don’t have access to the reports that would aid and inform your business decision-making.
  • You can’t get your accounts reconciled.
  • You find yourself in constant communication with the Intuit support staff.
  • You spend way too much time bookkeeping.
  • Your reports expose items that have already been received or compensated.

Industries in Need of QuickBooks Online Accounting and Bookkeeping:

Some industries that benefit from QuickBooks Online accounting software include cannabis, technology services, marketing, business support services, medical services, real estate, individual services, sales, insurance accounting, logistics, energy, travel, printing and promotion, consulting, nonprofits, manufacturing, finance, entertainment, legal, and so much more.

Why Should You Use QuickBooks Online for Bookkeeping and Accounting?

If you are still considering the ways QuickBooks may benefit your business, think of all the capabilities this software has to offer. With QuickBooks Online, you can:

  • Access your account, data, and books whenever and wherever (as long as you have internet access)
  • Manage all of your business accounting tasks
  • Automate actions like emailing clients account statements and invoices
  • Attain more than 50 types of business reports
  • Organize your management tasks at an affordable rate

To learn more about how QuickBooks can transform the way you run your business, contact Perpetual CPA at (503)217-4114 today!

Located in Portland, Oregon, we are a full-service CPA firm working with clients nationwide. We offer a wide variety of services catered to assisting business owners, executives, and independent professionals from all over the country. You can trust our qualified and experienced team to handle your business affordably and efficiently every time. Call us today!

Why QuickBooks

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.

QuickBooks Setup

‘Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

QuickTuneup

‘Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you’ll get your QuickBooks running smoothly again with a complete Tune-up.

QuickBooks Tips

‘Please take a look at these shortcuts and “tricks of the trade” designed to save you time and make your QuickBooks experience even more productive.

Ask a Question

Find comfort in knowing an Expert in accounting is only an email or phone-call away.

We Are Here to Help

We will happily offer you a free consultation to determine how we can best serve you.

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frequently asked questions

  • What Is A Virtual CFO & How Can It Transform My Business?
    • a. A Virtual CFO can be a much-needed sounding board, coach, and guide. Outsourced Virtual CFO is generally not just one person, but an experienced team of professionals providing a full-stack Accounting and Finance Department at a fraction of the cost that it would otherwise cost a business to hire even just one full-time CFO internally. The right virtual CFO service team, such as the one at Perpetual CPA, can deliver timely, detailed, comprehensive financial reporting, interpret the financial data, prioritize recommendations, give expert guidance on how to execute those recommendations, and ultimately give a better path to business success.
  • How can a Virtual Accounting Department help small businesses scale and grow?
    • a. A growing number of small businesses are opting to outsource services such as IT, human resources, or accounting. The benefit of a Virtual Accounting Department is that the company can reduce or increase services to accommodate current business needs. Because the service provider has multiple clients they can absorb fluctuations in workflow more easily than the average small/medium business can on its own.

      b. A Virtual Accounting Department can integrate with a company’s own accounting department to create a blended solution or provide a full-stack accounting department, including Accounting Staff, Manager, Controller, and Virtual CFO. By using a Virtual Accounting Department Small business owners don’t have to worry about hiring, training, figuring out compensation, and payroll compliance for the internal accounting team. Also as the business grows and new and more complex accounting and tax issues come up, the outsourced Virtual Accounting Department can provide all the needed expertise to facilitate continued business success.
  • What are the benefits of hiring a CPA firm?
    • a. Certified Public Accountants (CPAs) do a lot more than just crunch numbers and prepare taxes. They provide valuable expertise and strategies to help businesses and individuals achieve their business and financial goals. A CPA firm can help small businesses with management financial reporting, tax compliance, strategic business advice, and much more. Firms like Perpetual CPA, that specialize in helping small and medium-sized businesses achieve growth, can also provide Virtual CFO services, that help the business owners have the foresight into the short-term future cashflows and be able to more successfully navigate their business performance.
  • What are the best strategies for small business growth?
    • a. A business growth strategy is, simply, a plan of how a business gets from where it is today to where it wants to be in the future.

      b. Some of the questions to consider when coming up with a growth strategy are:
      i. Where will the business get new customers from?
      ii. How will the business expand into new markets?
      iii. What new products could the business offer?

      c. In reality, what happens with many small businesses, is that they generally achieve a specific level of business activity or sales and then the business growth trend flattens. In those cases, working with a firm like Perpetual CPA, which provides Virtual CFO services, can help small businesses avoid stagnation. Virtual CFO services, aside from providing timely accounting and tax reporting, can also provide valuable insight into the current performance of the business, as well as, foresight into the future cash flows for the business. Perpetual CPA Virtual CFO team helps small businesses interpret their financial information and come up with business strategies to help improve business performance and achieve growth.
  • What are the best strategies for small business risk management?
    • a. A risk management plan helps a business develop a detailed strategy to deal with certain risks that are particularly important for the businesses’ success.

      b. For many small and medium-sized businesses, the easiest way to develop and implement a business risk management plan is to work with a reputable CPA firm, such as Perpetual CPA. Large corporations invest a lot of resources and time into managing risk, which is a material factor that allows those large corporations to continue to generate billions of dollars in revenue every year. Small businesses, however, almost never manage any business risks, which is the major reason that over half of all the small businesses do not survive for more than 5 years. Generally, small business owners are not experienced corporate business professionals and lack the needed business knowledge, yet they often have to wear many hats while trying to get their businesses off the ground. In those situations, a CPA firm such as Perpetual CPA, can help small businesses better manage tax compliance risks, cash flow, internal controls, business administration, financial reporting, and much more.
  • What is Strategic Advisory and Virtual CFO? / How do Strategic Advisory and Virtual CFO services work?
    • a. When small businesses start spinning wheels, it is a good time to consider hiring a reputable CPA firm, such as Perpetual CPA, which can provide both Strategic Advice and Virtual CFO services.

      b. As a strategic advisor, the CPA firm will work with business management to improve the effectiveness and profitability of the business. They will look holistically at the business and find ways to operate the business more efficiently, increase customers through additional or improved marketing or improve customer touchpoints and service.

      c. As a Virtual CFO, the CPA firm is like a part-time version of a traditional CFO or Chief Financial Officer plus a full Accounting support team. They perform the tasks that in a larger organization would be performed by the CFO, Controller, and Accounting Staff such as preparing and overseeing the budget process, identifying and analyzing current and future trends, and developing strategies for the business growth.
  • How can timely financial visibility and management reporting help with better business decisions and growth?
    • a. A simple way to a successful business is to prioritize the timely financial visibility and management reporting as it means:
      i. Timely financial information and analysis are essential for making informed decisions, evaluating your company’s results, improving financial performance, and ensuring you are on the path to meet your strategic goals.
      ii. Management reporting is a source of business intelligence that helps business leaders make more accurate, data-driven decisions. But, these reports are most useful if they are available timely and the management receives proper interpretation of the business financial information.

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