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
Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.
We can help you setup and maintain your non-profit organization's tax-exempt status by handling all the IRS reporting for you. Each year the IRS requires most tax-exempt organizations to submit the Form 990 and its relations, which includes the following items:
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If you own a family business, retirement isn't simply a matter of deciding not to go into the office anymore. You've got some critical questions to answer like..."What happens to the business when you're no longer running it?" and "Will you have enough money to retire?"
The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.
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When it comes to paying employees, laws and the IRS have made the payroll function a time consuming nightmare for the small business owner.
Small business owners spend an average of eight hours a month performing payroll functions. That's 12 full days a year that could be spent generating sales, prospecting new business opportunities, improving products or services, or servicing customers.
A Strategic Business Plan is much more than a tool to obtain financing. If you still have all you plans and ideas locked up inside your head ...allow us to help you prepare a strategic plan that will address your business and family's financial strengths and weaknesses, clarify your direction, and keep you focused on your goals by putting them into action.
A notary or public notary in the common law world is a public officer constituted by law to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business.
We administer oaths and affirmations, take affidavits and statutory declarations, witness and authenticate the execution of certain classes of documents, take acknowledgments of deeds and other conveyances, protest notes and bills of exchange, provide notice of foreign drafts, prepare marine or ship’s protests in cases of damage, provide exemplifications and notarial copies, and perform certain other official acts depending on the jurisdiction.
Most often, the success or failure of a deal comes down to whether or not proper financial due diligence was conducted. When making an acquisition, we focus attention on uncovering all the information behind the financial statement because we know this has everything to do with the ultimate success of your transaction. We also realize that when making a sale, improved financial due diligence can save time, reduce costs and gain you access to a wider audience of prospective buyers.
Opening your own business is exciting. It's everything that comes after the excitement has worn off that dictates whether a small business will make it. It's up to you to maintain the "thrill and excitement" forever and successfully. A systematic plan of action is needed to fulfill the dream and goal of being your own boss and running a successful business.
Success lies in the approach you choose to take. We help you avoid the common pitfalls that many small business owners make when starting their new venture. Let us help you succeed by getting your new business off to a good healthy start.
