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?

As a QuickBooks Certified ProAdvisor, I can can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees will receive training on the accounting software to enhance their performance.
 
My goal in helping you use QuickBooks is to:  "To Teach You To Fish" -- Help you to use QuickBooks in your business as efficiently as possible so that you are able to do/perform your own "in-house" accounting services.  If I find that you "Can't Fish,"  (i.e. QuickBooks is too overwhelming or you are just too busy), I can provide you a list of local bookkeepers who can take over some of your accounting chores for you. 

How much does it cost? I first need to find out a little more about your business and your accounting records before I can quote you an exact price.  Rest assured that I work with many small business owners and my rates are designed to fit the budgets of my 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 I provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Install the software.  Design and set up chart of accounts and items.  Provide assistance and training in using the entire accounting package including bank reconciliations, credit cards, payroll, accounts receivable, inventory, accounts payable, etc.
  • Determe your QuickBooks starting date.
  • Load your chart of account and balances as of that starting date.
  • Assist you in preparing 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 the 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 on an "as needed" basis.

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