QuickBooks and Simply Accounting

RLB’s Bookkeeping Support Specialists are QuickBooks and Simply Accounting experts.  We can help you set up and get started using the software, and provide ongoing support and trouble-shooting.

Temporary or Ongoing Bookkeeping Services

We provide full bookkeeping services, from entering transactions to preparing the monthly/quarterly/annual remittances and reports.  If you prefer to do some or most of your bookkeeping yourself, you can choose the level of support that’s right for you.  For example, we can meet with you monthly to assist with your bank reconciliation, or quarterly to help prepare your HST return.

Payroll services

Our bookkeeping support specialists can also provide full payroll services for your organization.  Let their expertise prepare and file:

  • T4’s
  • WSIB remittances
  • EHT returns
  • Records of Employment
  • Payroll Source Deductions
  • HST returns

Clean Up and Catch Up

Do you need to clean up your bookkeeping, but aren’t sure where to start?  Are your QuickBooks or Simply Accounting files a mess and you’re not sure how to fix them? 

RLB’s Bookkeeping Support Specialists can help.  We will work with you to review your bookkeeping records and develop a plan to clean them up.  We look for the most efficient methods to get your books current and accurate.  We can do the clean up for you, or help you to do it yourself.

If you are behind in your bookkeeping, we can help you catch up.  We can do the entries for you, or we can show you how.  RLB’s Bookkeeping Support Specialists know the most effective ways to enter months or years of bookkeeping transactions.

Training

We provide training for all levels of knowledge and experience.  We can help everyone from the small business owner who needs to learn how to keep a set of books, to the experienced bookkeeper who wants advanced training.  One-on-one training is available in one of our offices or we can come to your office to provide personal one-on-one training.  We also can train groups of up to 12 people in our Training Centre.  We customize the training to match your business needs and your level of experience.

arrow7 img  Read More

We provide training on:

  • QuickBooks
  • Simply Accounting
  • Basic Bookkeeping
  • Payroll
  • Multicurrency
  • Inventory
  • Sales Tax

Support: “How do I enter this transaction?”

If you have a transaction that you’re not sure how to enter, RLB’s Bookkeeping Support Specialists can help.  For example, if you’ve ever:

  • Had a customer who’s also a vendor, and wanted to offset their bill against your invoice
  • Needed to re-issue a lost paycheque, without affecting the employee’s T4 or your source deductions
  • Had a customer’s payment returned NSF and wondered how to balance your bank reconciliation
  • Needed help posting the year-end journal entries from your accountant

We can show you how to navigate these transactions and ensure they are accurate and will be reflected properly in your books.

Advanced Bookkeeping Procedures

We can also help you with the advanced features in your bookkeeping software.  If you’d like to start using budgets, job costing, inventory tracking, payroll, etc. in either QuickBooks or Simply Accounting but aren’t sure where to begin, RLB’s Bookkeeping Support Specialists can help simplify even the most difficult transactions.

Troubleshooting: “Help! The computer did something!”

RLB’s Bookkeeping Support Specialists are QuickBooks and Simply Accounting experts.  We can fix any errors in:

  • Bank reconciliations
  • Accounts Receivable and Accounts Payable balances
  • Sales taxes
  • Payroll
  • Inventory
  • Multicurrency

We will ensure your bookkeeping records are correct, and help prepare any amended returns or slips you may need.

Expert Advice and Coaching

We can help you take your bookkeeping from good to GREAT!  We can streamline your bookkeeping processes and tailor QuickBooks or Simply Accounting to maximize your efficiency and accuracy.

If you are:

  • Struggling to get the reports and information you need from QuickBooks or Simply Accounting in order to run your business effectively
  • Doing things by hand because you don’t know how to do them in your bookkeeping software
  • Using Word or Excel to create invoices because you can’t get the “look” you want in QuickBooks or Simply Accounting
  • Wondering if you are getting the most out of your bookkeeping software

Contact RLB’s Bookkeeping Support Specialists.  We can create custom reports, design invoice templates that print right from your bookkeeping software, and provide expert bookkeeping advice.  We know how to make QuickBooks and Simply Accounting work best for you, and can show you how to use your software to get the results you need.