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.
- Recommend software and hardware requirements.
- Install software, design and set up chart of accounts and
entire accounting package including payroll, accounts
receivable, inventory, accounts payable, etc.
- Determination of your QuickBooks starting date
- Loading your chart of account and balances as of that
starting date
- Preparation of a list of the items that you sell to your
customers. This list includes services, inventory parts,
non-inventory parts, other charges and sales taxes
- Entering your outstanding accounts receivable and accounts
payable details as of your starting date
- Entering your ending statement bank balances and
outstanding checks & deposits in transit as of your
starting date
- Printing a trial balance as of your starting date and
comparing it to your trial balance from your old system
- 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 QuickBooks
data to assist in tax preparation and management reports.
Yes!!! I'm interested
in the QuickBooks Setup, Contact
me today to make an appointment
Other
QuickBooks Services
QuickBooks Answers
- Get your QuickBooks questions answered quickly via email.
QuickBooks Training
- Customized QuickBooks training for your staff.
QuickBooks Tune-up
- Clean up problem areas with a QuickBooks ProAdvisor.
QuickBooks Tips
- Free QuickBooks Tips.
QuickBooks Savings
- Buy QuickBooks from our site and save up to 20%.
