We provide an array of services to help you set up your business on QuickBooks and get the most out of your investment.
Not using QuickBooks? We work with Wave, Xero and other programs as well.
QuickBooks Set-Up
Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right!
Although we tailor each engagement to each client’s needs, here is a list of QuickBooks Set-Up services that we offer:
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Assess accounting and reporting requirements,
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Design and implement the chart of accounts, items and classes,
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Set various features and rules to work the way your business requires,
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Record beginning balances in the accounts and balance the books as of the start date,
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Record outstanding accounts receivables and payables,
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Enter ending statement bank balances and outstanding checks and deposits, and
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Record transactions since the start date.
QuickBooks Training
Whether you’ve engaged us to help with your implementation or you simply need a refresher course on the system, we can provide training on using QuickBooks to manage your business. We work only on the features and functions you need to know. And we’ll spend as much or as little time as you need on each topic and respond to any questions and concerns.
QuickBooks Answers
If you are entering an unusual transaction or can’t remember how to do something in QuickBooks, give us a call or send an e-mail, and we’ll help you do what you need to get done. A quick answer beats wasting time trying to find your answer in the Help.