Although QuickBooks Online & Desktop is designed for the layman to understand, the initial setup and installation must be done correctly for future information to be accurate. All information necessary to set up manual accounting records is also required to structure, configure and install QuickBooks Online or on your desktop.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? We ensure QuickBooks is set-up and working correctly, then continue to service your bookkeeping needs on your terms. Or, we will train you and your employees to operate QuickBooks specifically for your business.

Whether you need to prepare for tax time, need a financial review, need regular monthly bookkeeping services, or need to clean up some problem areas, our team of QuickBooks Pro Advisors will help you set up, clean up, manage, and organize your bookkeeping system on your preferred service schedule.

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:

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.

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.

Ongoing Services - QuickBooks Tune-Up

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.

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