QUICKBOOKS SETUP
Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.
How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.
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.
- Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Load your chart of accounts and balances as of your starting date.
- Prepare of a list of the items you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
- Enter your outstanding accounts receivable and accounts payable details as of your starting date.
- Enter your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
- Print a trial balance as of your starting date and comparing it to your trial balance from your old system.
- Enter your transactions since your starting date into QuickBooks.
- Train client or client staff in use of software to meet their accounting, management and tax needs.
- Follow up training to ensure the client is “on the right track”.
- Monthly, quarterly or annual review of client QuickBooks 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 come to your location.
- We focus on the individual 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!
QUICKANSWERS
QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.
Employees in your accounting department will find comfort in knowing an Expert in QuickBooks is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment. Questions may be called in, left on voice mail, faxed or sent via e-mail. A Certified Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.
QUICKTUNEUP
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. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Tuneup topics:
- Reviewing your transactions for the year
- Cleaning up stray entries
- Customizing reports
- Balancing general ledger to subsidiary reports
- Additional personalized training