As an added benefit, the project was stored on CD allowing the client to maintain the manual as industry products changed. Using QuickBooks, customer's chart of account was defined. Monthly expense and income were captured resulting in documentation that could be submitted to CPA for year-end tax preparation. This service is provided on a monthly basis. IRS form 1099 can be generated for sole proprietors.
Pricing is determined after the project is evaluated for complexity and time requirements.
Any project requiring data entry will be considered. With the formation of SB Data Services she has been appointed Managing Director of that division. Susan's successful 25 years corporate experience has been focused in Management Information Technology Systems, Finance and Banking. Her career includes various positions held in management and operations with Shared Medical Systems, First Keystone Mortgage, Windsor Financial Services and Jefferson Bank. Beverly is a seasoned professional with 15 years experience in the Banking and Financial Industry.