Research shows that most QuickBooks users only utilize 30 to 40% of its potential. In addition, each year new QuickBooks enhancements include dramatic improvements, as well as breakthrough features and benefits that enable you to get more done in less time.
Although QuickBooks is ideally suited for small business owners and designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
Which accounting method should you use? What chart of accounts do you need for your business? How do you handle beginning balances? Our Certified QuickBooks Professional Advisor can easily answer all of these questions and complete the initial setup and installation in a timely manner.
We can help you with any QuickBooks accounting or payroll assistance you need. Whether you use QuickBooks Simple Start, QuickBooks Pro or QuickBooks Premier, we can help you increase your productivity.
We offer the following professional QuickBooks installation and setup services:
v Evaluate your software and accounting needs to ensure that setup is specific to your business.
v Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory and accounts payable.
v Determination of your QuickBooks starting date.
v Loading your chart of accounts and balances as of the starting date.
v 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.
v Entering your outstanding accounts receivable and accounts payable details as of your starting date.
v Entering your ending bank statement balance and outstanding checks & deposits in transit as of your starting date.
v Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
v Entering your transactions since your starting date into QuickBooks.
v Train client or client staff in use of software to meet their accounting, management and tax needs.
If your QuickBooks setup is completed correctly, it will increase productivity, promote efficiency of accounting personnel and provide accurate and useful management reports and financial statements.
We also offer the following ongoing services to our clients:
v QuickBooks file review and data analysis – This service assists companies that have the capabilities and resources to perform QuickBooks accounting and payroll tasks, however, they need a QuickBooks ProAdvisor to review transactions, accounts, reconciliations and reports. We will inform you of any:
o Corrections (i.e. improper receivable or payable transactions)
o Adjustments (i.e. depreciation)
o Reclassifications (i.e. proper income and expense classifications)
We will propose any adjustments or corrections that we consider are important to accurately reflect your financial balances. However, it is ultimately your decision to make these adjustments or corrections.
v QuickBooks support and training – We continue to serve you by offering the following support and training:
o Chart of Accounts issues
o Journal entries
o Accounts Receivable/Accounts Payable concerns
o Payroll instruction
o Reconciliations
o Aging reports
o Financial reports
In addition, as a QuickBooks ProAdvisor and CPA, our support services include:
v Budgeting and Forecasting
v Creating management reports to help further your business success
v Financial Analysis
We understand that every business is unique and has specific needs, so contact us to help you. We will work with you so that you have accurate and timely financial information at your fingertips with QuickBooks.
