QuickBooks is the ideal business accounting software for small to mid-sized business owners. As a Certified Quickbooks ProAdvisor® (desktop and online), we can evaluate your company’s reporting needs and advise on which version of QuickBooks is right for you. We can also help setup your software to create custom reports and accurately track your finances.
Quickbooks Services Include (but are not limited to):
- Study and evaluate your software and accounting needs
- Design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, accruals etc
- Determine of your QuickBooks starting date
- Load your chart of account and balances from defined start date
- Prepare item list for customers which will be inclusive of services, inventory parts, non-inventory parts, other charges and sales taxes
- Enter accounts receivable outstanding and accounts payable details as of your defined start date
- Enter beginning & ending bank statement balances along with checks & deposits outstanding in transit as of your starting date
- Print a trial balance as of your starting date and compare it to your trial balance from your old system
- Entering your transactions since your starting dates into QuickBooks
- Train client staff to use QuickBooks to meet accounting, management and tax needs
- Regular check-ins and re-training with clients
- Monthly, quarterly or annual review of client data to assist in tax preparation and management reports