QuickBooks Training & Consulting

We will train you to get the most out of your software.  You will become more productive and efficient and have the confidence that your books are accurate.

  • Training on the new QuickBooks features
  • One on one or group training sessions
  • Automating daily processes
  • Troubleshooting and tuneups
  • Personalized ongoing support

Remote Bookkeeping

Would you like your bookkeeping dealt with remotely?  We can support your bookkeeping needs remotely with QuickBooks desktop or QuickBooks Online.

  • Save more time and money with remote access

  • QuickBooks Online or remote in with QuickBooks desktop

  • Affordable bookkeeping

  • Monthly or quarterly reconciling

  • Monthly or quarterly financial statements

  • Data entry to catch up books

  • ​Payroll tax payments and filing

QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky.  We can help you choose the correct QuickBooks product and setup QuickBooks for you correctly.  We can perform the following:

  • QuickBooks product selection
  • Design and setup the Chart of Accounts
  • Enter beginning balances as of start date
  • Customers and accounts receivable
  • Vendors and accounts payable
  • Customized reports and forms
  • Sales and invoices
  • Inventory
  • Budgeting and job costing
  • Bank and credit card reconciliations
  • Payroll

Bookkeeping, Training, Consulting & Payroll

​​​​​Prosperity Oak Financial LLC

Contact us today for a free 30 minute consultation at 

972-977-4797 or heatherjones@prosperityoakfinancial.com

Onsite Bookkeeping

Would you like someone to come to your office and do your bookkeeping for you?  We can come to your office to do your weekly or monthly bookkeeping.  

  • Affordable bookkeeping
  • Monthly or quarterly reconciling
  • Monthly or quarterly financial statements
  • Data entry to catch up books
  • Payroll tax payments and filing

Payroll

Would you like someone to handle your payroll?  We can process your payroll.  

  • Add or edit employee information
  • Process time sheets
  • Process direct deposit or print checks
  • Process payroll taxes
  • Prepare W-2's