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. We have a Quickbooks ProAdvisor on staff who can assist with the initial setup and installation, as well as ongoing support.
All 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.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? We can answer all of these questions and assist you with implementation of the software. In addition, your accounting employees receive training on the accounting software to enhance their performance.
How 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.
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.
- Load your chart of account and balances as of that starting date.
- Prepare 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.
- Enter your outstanding accounts receivable and accounts payable details as of your starting date.
- Enter your ending statement bank balances and outstanding checks & deposits 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.
- Enter your transactions since your starting dates into QuickBooks.
- Train you and your staff in use of software to meet your accounting, management and tax needs.
- We come to your location.
Ongoing Services:
- Follow up consultations to ensure your implementation is progressing as planned.
- Monthly, quarterly or annual review of your QuickBooks data to assist in tax preparation and management reports.
- We will continue to be there to answer your specific questions and concerns.
