Although QuickBooks is designed for the layman to understand, the initial
setup and installation must be done correctly in order for future
information to be accurate.
information necessary to setup manual accounting records is also necessary
to setup and install QuickBooks on your desktop. This task is even more
complicated if you switch from manual accounting operations to QuickBooks in
the middle of the year.
accounting method will you use? What chart of accounts do you need for your
business? How do you handle beginning balances?
expert can easily answer all of these questions and complete the initial
Setup and Installation in a timely manner. In addition, your accounting
employees receive training on the accounting software to enhance their
much does it cost?
We first want to find out a little more about your business and your
accounting records before we quote you an exact price. Rest assured that we
work with many small business owners and our rates are designed to fit the
budgets of our clients.
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:
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 including payroll, accounts receivable, inventory,
accounts payable, etc.
Determination of your QuickBooks starting date
Loading your chart of account and balances as of that starting date
Preparation of a list of the items that you sell to your customers. This
list includes services, inventory parts, non-inventory parts, other
charges and sales taxes
Entering your outstanding accounts receivable and accounts payable
details as of your starting date
Entering your ending statement bank balances and outstanding checks &
deposits in transit as of your starting date
Printing a trial balance as of your starting date and comparing it to
your trial balance from your old system
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.
Follow up training to ensure the client is "on the right track".
Monthly, quarterly or annual review of client QuickBooks data to assist
in tax preparation and management reports.
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