QuickBooks Services

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. 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.

QuickBooks Set Up.  As 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, which could include, depending on your needs, payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your Quickbooks starting date.
• Preparation of a list of items that you sell to customers. This list includes services, inventory, non-inventory parts, other charges, and sales taxes.
• Entering your outstanding accounts receivable and accounts payable details as of your starting date.
• 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.

ON GOING SERVICE

• Follow up training to ensure the client is "on the right track."
• Monthly, quarterly, or annual review of client Quickooks data to assist in tax preparation and management reports.

QUICKBOOKS TRAINING

• Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. Why choose one-on-one attention instead of taking a class?
  • We can arrange to come to your location.
  • We focus on the specific and unique issues facing your business.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don't impact your business

QuickBooks TuneUp: Overhaul your accounting system with a QuickBooks Tune-up. Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. We will help you clean up and organize your bookkeeping system and perform the following services:

• Reviewing your transactions for the year
• Cleaning up stray entries
• Customizing reports
• Balancing general ledger to subsidiary accounts
• Additional personalized training
• A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money! QuickBooks is the ideal business accounting software for small business owners.  Here are 11 reasons why you should consider QuickBooks as your accounting software of choice.
  1. Save time on bookkeeping and paperwork.  Many simple bookkeeping tasks are handled automatically making it easier to run your business using QuickBooks.
  2. Generate timely reports using QuickBooks.  Receive important information quickly, so you know where your business stands at any given moment.
  3. Save money with QuickBooks, it is so affordable.  QuickBooks can be used to run any business, from a small start-up to one worth $25 million dollars, for a few hundred dollars.  Personal Computer accounting software is truly one of the best bargains in business.
  4. Grow your small business with QuickBooks.  We can design a business plan to help you secure a small business loan, receive a line of credit, or outline the future of your company.  QuickBooks will create a projected balance sheet, a profit and loss statement, and a statement of cash flow, in the format recommended by the U.S. Small Business Administration.
  5. Customize QuickBooks to meet the demands of your small business.  QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for contractors, retailers, health care professionals, and non-profit organizations.
  6. Rest assured knowing that QuickBooks is a reliable and proven product.  Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You cannot go wrong owning a software program with such an extensive installed user base.
  7. Save preparation time and improve accuracy by sharing data between QuickBooks and more than 100 business applications.  You can even share data with popular programs, such as Microsoft Excel, Word and Outlook.
  8. Get paid faster with QuickBooks online payments.  Email an invoice or statement and with QuickBooks Online Billing, your customer can pay you effortlessly with a credit card or bank account transfer. No more waiting for the check in the mail!
  9. Accept credit cards with ease using QuickBooks Merchant Account Service.  QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don’t have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, Discover or American Express.
  10. Pay your bills and bank online.  Setup your current bank account in QuickBooks, and you’re ready to pay your bills without licking envelopes, pasting on stamps, or printing paper checks.  Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest.  Pay anyone in the U.S. from your printer to your attorney.  Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.
  11. Don’t have QuickBooks?  We can get you discounts as Certified Pro QuickBooks Advisors!