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.
