Our services are intelligently customized to meet the specific needs of your company. We will visit your business and set a course of action tailored for your financial situation. After that, our services can be delivered on or off-site, depending on your need and preference

Our services include:

• Tracking of program or project costs.
• Accounts Payable.
• Accounts Receivable.
• Reconciliation of Bank Accounts and Petty Cash spending.
• Payroll Management and Entry.
• Sales Tax Tracking and Filing.
• Training your staff to use Quickbooks.
• Non-profit audit preparation.

Personalizing your service:

You may need a bookkeeper to enter and manage all your data each week, or you may simply need a specialist to drop in for an occasional review. Moxie has a wide array of service strategies from which to choose.

Which approach is best for you?

Basic Bookkeeping: maintain your QuickBooks data file with income/expenses on Cash Basis.

Full Charge Bookkeeping: enter income/expenses into QuickBooks, track Invoices and Bills, reconcile to bank statements and print reports, liaise with your accountant, assist with audit preparation.

Supervision/Management: review and reconcile work done by your staff, help setting up budgets and create measurable goals for your business.

Systems/Workflow Analysis: Are you using QuickBooks to its full potential? Have you made your system overly complex? Do your paper files allow you to find what you need when you need it? We can help design paper-flow and filing systems that support your reporting needs and gets you the best information with the least effort.

QuickBooks Set Up: whether you are setting up your first company file or looking to restructure, we can help you create a Chart of Accounts that tracks what is important to your business and gets you the answers you need.

QuickBooks Training: three sessions to teach you and/or your staff QuickBooks basics, and on-going email/phone support.

QuickBooks Data conversion between PC and Mac