- Discovery
- Process Analysis
- Job Descriptions
- Process/ Systems Map
Evaluation
- QB Assessment/ Evaluation (Including Compliance evaluting sales and payroll tax)
- Action Items
- Recommendations
- Update Bookkeeping
- Reconcile (Bank, CC, Sales and Payroll Tax)
- Make ready for tax
- Match to tax returns
- Outline and Timeline
- 1 x 1 Training and Support
- Video Tutorials
- Job Duties & Descriptions
- Needs Assessment
- Discovery/ Evalution
- Selection/ Implementation
- App Management
Integrations
- Roundtable
- Bookkeeping/ eCommerce Bookkeeping
- Payroll/Sales Tax
- Ongoing Training & Support
- App Management
Accounting Services
- Monthly Meeting
- Budgets
- Cash Flow
- Succession Planning
Coaching
Outsourced Bookkeeping & Accounting
We also provide QuickBooks conversions whether you are using Excel, another accounting program or any of the various versions of QuickBooks.
Financial Coaching
Our monthly QuickBooks coaching helps you understand reports and makes sure you understand the moving numbers in your business.
Property Management
We offer services tailored directly to property management to help make real estate investing easier to manage.
App Integrations
We help small businesses decide which technology will improve their business, and how to implement that technology.
Clean / Catch up & Training
We can help clean up bookkeeping errors. Both humans and integrated technology can make mistakes; we can fix it.
eCommerce
We can also answer your bookkeeping and software questions with phone or screen share support.
Accounting Lifeline’s Purpose
Our reason for being is to care for our clients and help them understand their books. We help with managing processes, setting up, training of and support of QuickBooks.
Accounting Lifeline is paperless firm specializing in QuickBooks for small businesses. We offer training, app integrations, conversions, clean up and support of QuickBooks Online and QuickBooks Desktop.
We are local accountants who care about our clients, and we want to help you learn about your books and how to manage processes by setting up, training and supporting QuickBooks for our community business owners. With over 20 years of accounting and top level QuickBooks accreditations and certifications, Accounting Lifeline is Oklahoma’s best resource for any growing business. As a firm, we are committed to staying up to date with the latest technologies and providing superior service and support to our clients.
Understanding your numbers is easier than ever by harnessing technology. We will help you on the road to become paperless which, as a result, creates less bottlenecks for your receivables and payables. Artificial Intelligence (AI) and Machine Learning (ML) can sound scary but together we create a step-by-step and side-by-side program to get you to your next level. By offering both in-person and virtual training you are empowered to climb to the next level of your business and understand your numbers
You pay your taxes based on the numbers; make sure they are correct.
For more information, contact Accounting Lifeline.