Systems & Reporting

The right software, set up correctly, and reports you can actually use.

Good decisions need good numbers, and good numbers start with the right systems. We help you choose and set up your accounting software, connect it to the tools you already use, and build reports that show how your business is really performing.

Software setup & QuickBooks:

  • QuickBooks Online and QuickBooks Desktop setup, cleanup and migration
  • Chart of accounts designed around how your business runs
  • Bank feeds, rules and integrations
  • Connecting industry software to your books, including Clio, LeanLaw, PracticePanther and TrustBooks for law firms, Yardi and AppFolio for real estate, Shopify POS and QuickBooks for retail
  • Help choosing the right software for your business
  • Hands-on training for you and your team
  • Ongoing support when questions come up

Financial reporting:

  • Monthly profit and loss statement and balance sheet
  • Cash flow statements
  • Reports by location, department, service, client or property
  • Budget vs. actual reports
  • KPI dashboards showing the numbers that matter most
  • Lender-ready and CPA-ready financial packages

Common issues we fix:

  • Software that was set up wrong from the start
  • A chart of accounts too messy to produce useful reports
  • Systems that don’t talk to each other, causing double entry
  • Reports that show totals but not what’s behind them
Start With A Consultation
Person working in an accounting systems and reporting dashboard
Sandra helped me set up my books and handled the sales tax return for me. The Process was very simple and affordable. I look forward to working with Sandra on my bookkeeping & accounting going forward.
— Morris Haddad, Highland Stickers

Sandra set up our nonprofit organizations in QuickBooks allowing us to see our cash flow clearly. Sandra also taught our bookkeepers to use QuickBooks regularly to maintain our books, reconciling the cash and bank accounts monthly. We went from using pen and paper to using QuickBooks Online. Thank you for bringing our finances into modern times!

— President of SLC Congregation
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Other ways we help small businesses

Let’s talk numbers.

Book a free Zoom consultation and we’ll look at where your business stands and what would help most.

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1122 Ave J
Second floor
Brooklyn, NY 11230
sandra@lazaraccounting.com
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