Quickbooks Services

QuickBooks Set Up

As with any accounting software program, installation and training take time - time taken away from managing your business. Here's a short list of the services we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design, and set up chart of accounts and entire accounting package, which could include, depending on your needs, payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your Quickbooks starting date.
  • Preparation of a list of items that you sell to customers. This list includes services, inventory, non-inventory parts, other charges, and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your transactions since your starting dates into Quickbooks.
  • Train client or client staff in use of software to meet their accounting, management, and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track."
  • Monthly, quarterly, or annual review of client Quickooks data to assist in tax preparation and management reports.

QuickBooks Training

Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. Why choose one-on-one attention instead of taking a class?

  • We can arrange to come to your location.
  • We focus on the specific and unique issues facing your business.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don't impact your business.

QuickBooks Tune-Up

Overhaul your accounting system with a QuickBooks Tune-up. Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. We will help you clean up and organize your bookkeeping system and perform the following services:

  • Reviewing your transactions for the year
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary accounts
  • Additional personalized training

A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!