Bookkeeping

Bookkeeping

QuickBooks is a popular accounting tool for small businesses, but it can be challenging to use effectively. 

 

We offer expert setup and customization services to ensure you get the most out of QuickBooks. As Certified QuickBooks Professional Advisors, we’ll tailor a system to accurately track your financial performance. 

Quickbooks Bookkeeping Setup Services

 

Proper QuickBooks setup is crucial for accurate future accounting. Transitioning from manual records to QuickBooks, especially mid-year, requires careful handling of accounting methods, chart of accounts, and beginning balances. Our experts ensure a smooth setup and provide necessary training to optimize your system.

How much does it cost?

 

We’ll assess your business and accounting records to provide an accurate quote. Our rates are budget-friendly for small businesses. Note that installation and training will require time, which could impact your daily operations.

Quickbooks Bookkeeping Setup Services

 

  • Assess your software and accounting needs
  • Recommend software and hardware requirements
  • Install QuickBooks and set up the chart of accounts
  • Establish starting date and load initial balances
  • Prepare and enter inventory, receivables, payables, and bank balances
  • Print and compare trial balances from old system
  • Enter recent transactions
  • Train you or your staff in using QuickBooks effectively

 
 Ongoing Services

Follow-up Training: Ensure you’re on track with QuickBooks.


Data Reviews: Monthly, quarterly, or annual reviews for tax prep and management.


Bookkeeping Training: Tailored training for your team on QuickBooks.

 
Why Choose Us?

Personalized Support: We provide on-site, one-on-one training.


Focused Help: Address specific issues relevant to your business, avoiding unnecessary features.

 

Support and Tune-up Services

 

Expert Help: Quick access to support via email or phone for accurate financial records.

 

Cost: Depends on question complexity; responses within 24-48 hours.

 

Tune-up: In under four hours, we’ll clean up and optimize your QuickBooks system, ensuring you’re ready for tax time.

 

Tune-up Services

 

  • Review annual transactions

  • Clean up errors

  • Customize reports

  • Balance general ledger

  • Provide personalized training

 

A QuickBooks tune-up is a cost-effective way to streamline your records and make informed business decisions. Contact us to discuss your QuickBooks needs.

 

Please schedule a meeting with us to discuss our QuickBooks services here