QuickBooks Start-up and

Implementation

We have two members of our team that are Certified QuickBooks ProAdvisorsŪ and have successfully completed a comprehensive curriculum, developed by IntuitŪ to teach best practices in QuickBooks setup, reporting, and other day-to-day QuickBooks functions.

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. We don't just install the software and leave you on your own. We also true-up your general ledger to your most recent tax return to ensure that your financial statements will be correct on a going forward basis and provide one-on-one training with one of our CPA's to train you to use this software in a way best tailored to your business.

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 can 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 including payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your QuickBooks starting date.
• Loading your chart of account and balances as of that starting date.
• 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.
• Entering your outstanding accounts receivable and accounts payable details as of your starting date.
• Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date.
• Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
• 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.