SERVICES
Set Up Quickbooks
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Connecting your Bank Account
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Setup Customers
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Setup Vendors
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Setup Employees & Contractors
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Setup Chart Of Accounts
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Other Lists
Recording Expenses
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Record expenses - Checks, and Credit Card Charges
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Using Products Services in Expense Transactions
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Prepaid Expenses and Amortization
Balance Sheet Management
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Effectively managing assets, liabilities, and equity
Reports
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Profit and Loss
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Balance Sheet
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Cash Flow Statement
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Expense Report
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General Ledger
Monthly Reconciliation
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Ensure that the balances recorded in the company's accounting records match the actual balances in external records (e.g., bank statements, credit card statements)
Cleanup
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QuickBooks cleanup aims to streamline, correct, and optimize financial records, ensuring they are accurate and up-to-date. This includes reviewing and reconciling accounts, fixing errors in transactions, categorizing expenses properly, and eliminating duplicate entries.
Owner of Marquez Bookkeeping
Krista Marquez
Krista Marquez is an accomplished financial professional served as the Chief Financial Officer (CFO) for a prominent real estate company. With over 6 years of experience in bookkeeping, financial strategy, and executive financial management, Krista brings a deep understanding of financial operations tailored to the real estate industry. Her extensive background in bookkeeping enables her to deliver precise financial insights and strategic guidance, helping companies streamline processes, optimize cash flow, and make data-driven decisions. Krista’s expertise lies in her ability to navigate complex real estate transactions, ensuring regulatory compliance, financial accuracy, and sustainable growth.
Opening the books...
Marquez Bookkeeping
How to Contact Us
Get in touch
Social Links
Business Hours
Mon - Friday 8am - 5pm