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.
Which accounting
method will you use? What chart of accounts do you need for your business? How do you handle beginning
balances?
An expert can easily answer all of these questions and complete the initial Setup and Installation
in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their
performance.
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.
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 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.
Ongoing Services:- Follow
up training to ensure the client is "on the right
track".
- Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation
and management
reports.
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