Expert QuickBooks Set Up

It’s true, QuickBooks is flexible and easy to use, we have found that most clients prefer the benefits of having a professional get the system up and running.

Our Experience allows us to:

• Review your current bookkeeping system and your future needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start.
• All This service includes:
  • Not wasting your time, or valuable employee time
  • Setting up reports for your accounting method
  • Creating a clean chart of accounts for your business and
  • Properly entering beginning balances

As well, our experts provide training on QuickBooks, increasing efficiency and knowledge of your accounting method immediately, shortening the learning curve to figure out the ins and outs of the system.

Start Off Strong

Hiring us to set up QuickBooks for your business, you will not lose time to installation and setup of the system. We will…

• Review your current accounting needs, including the setup and design of your QuickBooks accounting management software.
• Determine your best start date and load balances as of that start date.
• Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
• Enter any transactions as of your start date into the QuickBooks system.
• Train you or a member of your staff to use QuickBooks to your particular accounting and management needs.
• Provide follow up training to get things working seamlessly for your business.

Maintenance

Follow up monthly, quarterly, or annual review of data:

• Makes sure you are on track for tax preparation and
• More importantly, gives you the necessary management reports to build your business.