D. L. MacMillan provides Customized QuickBooks Training and monthly bookkeeping services using QuickBooks software in two different ways.
Our standard package does everything from soup to nuts. My clients either drop off their paperwork or have it picked up or electronically transmitted which is then posted, analyzed, reconciled and the appropriate reports are prepared which are then discussed and explained to the client.
I also offer a Monthly Review service where the client’s books are reviewed and correcting or adjusting entries are made, bank and credit card statements are reconciled and reports are prepared, discussed and explained to the client with suggestions on how to improve their business’s financial reportings.
These are services that can be offered to a business no matter where they are located. For a fixed monthly fee that is set once a year you have all the advantages of having an on-staff controller without the expense. And there is no long term commitment should your needs change.
- Customized Individual Personal QuickBooks Training offered at your location in the Portland, Maine vicinity or Remotely where ever you are located.
- Professional and confidential full service bookkeeping services for businesses using QuickBooks software, all versions and editions
- Posting of Cash, A/P, A/R and Payroll Transactions
- Bank Statement and Credit Card Reconciliations
- Key Account Analysis
- General Ledger Entries and Adjustments
- Trial Balance, Balance Sheet, Income Statement, Cash Flow Statements and all other Reporting Needs
- Certified QuickBooks ProAdvisor
- Over thirty years of experience helping small and medium-sized businesses set up and maintain their bookkeeping systems
including recommendations of software systems and providing training for their in-house staff - Sole Proprietors, Partnerships, LLC, Corporate, Non-Profit
- Microsoft Excel expert
My experience includes builders and all construction related services, manufacturing, restaurants, artists and art galleries, trucking services, professional services, distributors, real estate and property management, condo and home owner associations and retail clients.
I have a passion for simplifying the everyday bookkeeping tasks so please let me know how I can simplify your bookkeeping. Call me today at 207-221-0396 or send an email to discuss how we can best work together to ensure the successful growth of your business.