QuickBooks Mastery and Quarterly Financial Review

Open
Gabriel Service and Repair
Raymore, Saskatchewan, Canada
Owner
(4)
3
Project
Academic experience
60 hours of work total
Student
Anywhere
Intermediate level

Project scope

Categories
Accounting Financial services
Skills
financial statements financial management payroll administration payroll processing quickbooks (accounting software) bookkeeping accounting
Details

Gabriel Service and Repair seeks to enhance its financial management by leveraging QuickBooks for payroll and bookkeeping. The project aims to familiarize learners with QuickBooks, ensuring they can efficiently manage payroll and categorize financial transactions. Additionally, the project involves a thorough review of the company's books to ensure accurate categorization and balanced financial statements at the end of each quarter. This project provides an excellent opportunity for learners to apply their accounting and financial management knowledge in a real-world setting, enhancing their practical skills in bookkeeping and payroll management.



Key tasks include:


- Learning and utilizing QuickBooks for payroll processing.


- Reviewing and categorizing financial transactions.


- Ensuring the accuracy and balance of quarterly financial statements.

Deliverables

The project will culminate in several key deliverables:


- A comprehensive report detailing the setup and use of QuickBooks for payroll.


- A categorized and balanced set of financial books for the most recent quarter.


- A presentation summarizing the findings and recommendations for ongoing financial management practices.



These deliverables will demonstrate the learners' ability to effectively use QuickBooks and maintain accurate financial records.

Mentorship

I will be available for meetings. I am looking for help with QuickBooks Online and for any advice when it comes to tax implications or where to spend money.

About the company

Company
Raymore, Saskatchewan, Canada
2 - 10 employees
Sales

Check us out on Google Business Profile or our website for more information.