Quickbooks Set-up and Training
Just like the initial start up of your business, setting up a new accounting system can take time.  Time away from running your business.  Especially if it's done in the middle of your tax year. Knowing what chart of accounts to use or handling beginning balances can be complicated.  Let us ease the burden of setting up your new QuickBooks software.
  • Study and evaluate your accounting and software needs
  • Install software, design and adjust the chart of accounts and entire accounting package
  • Determine your QuickBooks starting date
  • Load your chart of accounts and beginning balances as of that starting date
  • Prepare list of items that you sell to your customers.  This list includes services, inventory parts, non-inventory parts, other charges and sales tax.
  • Enter outstanding accounts receivable and accounts payable details as of start date
  • Set up payroll as of your starting date
  • Enter ending statement bank balances and outstanding checks and deposits as of start date
  • Enter your transactions as of your starting date into QuickBooks
  • Train in use of software and follow up training to ensure you are on the right track
  • Monthly, Quarterly or annual review of QuickBooks to assist in tax preparation and management reports
Business Start Up
Bookkeeping & Accounting