Kate Walker Bookkeeping specializes in the following services:

As a QuickBooks ProAdvisor, I will work onsite at your business--at your convenience.  Call today, 760-832-1918, and let me show you how to get your books in order and your business running smoothly.

Installation & Set-up:

If you are new to QuickBooks you may want an expert to help you install and set-up your company file. You can do it yourself, but if you want your reports to be meaningful to you and accurate for your tax preparer, it is best to have someone trained in bookkeeping or accounting to assist you in setting up the chart of accounts, and any classes or jobs or items you might need. While QuickBooks is user friendly once you learn it, the set-up can be challenging. Installation & Set-Up will consist of:

• Helping you choose the correct QuickBooks version for your business
• Installing the software on your computer
• Creating a company file for your business
• Setting up a chart of accounts appropriate for your business
• An overview of basic accounting
• Getting started using your QuickBooks company file

Training:

Whether you are a novice or experienced user you will learn techniques and tricks to fully use QuickBooks in your business.  You will end the frustration and become confident in your QuickBooks skills! Your training will include:

• Entering estimates, invoices, sales orders, customer payments and deposits
• Entering purchase orders, bills, and checks
• Printing checks and deposit slips directly from QuickBooks
• Entering credit card transactions
• Setting up manufacturing items
• Setting up sophisticated items for engineering firms and other service companies
• Setting up classes to track locations or departments or rental houses
• Setting up and entering job costs
• Creating budgets
• Reconciling bank statements and credit card statements
• Designing reports to fit your financial needs

Setting up QuickBooks so that you will always:

• Have financial statements available as needed
• Be prepared at year-end to provide your records to your tax preparer in a format that will make your taxes easy to enter into tax software

All training is customized to your skill level and your particular business.
QuickBooks is not just for businesses.  Individuals can benefit from its bill paying, investment and rental property tracking functions.

Financial/Tax Services:

• Financial Statements
• General Ledger
• Financial Analysis
• Construction Industry
  • Job Costing
  • Actual vs. Budget Analysis
• Not-for-Profit Organizations
  • Functional Expenses
  • Support Schedules
  • Tracking Donors
• Trusts
  • Corpus vs. Income Classifications
• Computation of Net Distributable Income
• Payroll
  • Guidance on in-house or outsourcing decisions
• Preparation of Federal and State reports: 941, 940, DE-6, DE-7, W-2
• Seamless interface with client's tax preparer for:
  • Income Taxes Personal: 1040
• Business: 1065, 1120, 1120s
• Non-profit: 990
• Fiduciary: 1041

Conveniently located in Southern California, in the heart of the Desert Cities of the Coachella Valley. Serving Cathedral City, La Quinta, Coachella, Thousand Palms, Indio, Indian Wells, Palm Desert, Palm Springs, and Rancho Mirage.

Call today at 760-832-1918 or email kate@kwalkerbookkeeping.com