Professional services performed by a QuickBooks Certified Pro-Advisor at your office.
- You get an in-depth review of your QuickBooks file
- Problems are identified and solutions suggested
- You will receive a To-Do List
- This service can also be used to help you resolve any particular problems you are having
- We also provide you with customized on-site training
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:
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Study and evaluate your software and accounting needs.
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Recommend software and hardware requirements.
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Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
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Determination of your QuickBooks starting date
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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
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Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
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Entering your transactions since your starting dates into QuickBooks
Ongoing Services:
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Follow up training to ensure the client is "on the right track".
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Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.
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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?
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We come to your office.
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We focus on the individual issues facing your business. We will be there to answer your specific questions and concerns.
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No need to spend time on features that don’t impact your business!
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.
Call today to set-up an appointment.
We will come to your location!!
