Quickbooks Setup / Consultation
As Certified QuickBooks ProAdvisors we provide support on all phases of QuickBooks to make your accounting/bookkeeping life easier. We have the skills and knowledge to install, setup, train and support our clients who use QuickBooks, both Online and Desktop.
Your accounting system should not only do your bookkeeping, but it should be a tool to help you manage your business. We understand the bookkeeping challenges you face and know that keeping accurate records is vital to your business success.
We'll make sure you get the right version of QuickBooks and that it's configured properly. We'll also perform the initial setup including mapping accounts and creating templates for professional looking invoices so you can get paid more quickly.
With QuickBooks tracking your financials throughout the year, you won't spend hours organizing paperwork and receipts at tax time. Instead, we'll use the information QuickBooks supplies to prepare and file your taxes and only require minimal input from you.
We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost-effective format. Some of the things we will assist you with include:
We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.
We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.
We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits so you can keep your books. Once you are comfortable, we can expand this training to other elements.
Whatever is convenient for you, we can deliver training at your location, ours or remotely, whatever is more convenient for you.
If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.
We also provide ongoing QuickBooks support on all phases of the program for our existing clients on demand. Just like you, we want your books to be in good order as this makes our services more efficient and keeps fees down.