Quickbooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation is crucial to have a proper system for entering data and reporting to help manage and guide the business.  We will evaluate your business and determine the best version of Quickbooks for your business. We will recommend your hardware and software requirements. Install and setup Quickbooks. Setup the proper chart of accounts along with your products and services list, client list, vendor list, online banking connection and sales tax items.

Quickbooks Training

On-site or virtual training sessions are available. We put training emphasis on the typical work-flow and day-to-day tasks which need to be performed so you will be more confident in your ability to use Quickbooks to full advantage. We will teach you the powerful reporting features of Quickbooks to help you manage and guide your business. We will show you Quickbooks tips which will make the most of your Quickbooks experience.

Quickbooks Review/Support 

We can provide monthly reviews and ongoing support for your Quickbooks.  Monthly reviews provide you with up-to-date information and feedback about your business that you can use to make good decisions. We will review your file for incorrect balances, negative amounts that should be positive, accounts that don’t change balances from year to year, large balances in accounts that should not have them, misclassified revenue and expenses, improper use of Items, negative inventory, negative receivables, large amounts in undeposited funds, receivable balances that are incorrect. Plus, we can provide the ongoing support that you need. We are just a phone call, text or email away, ready to save you time and answer all of your questions or issues in a friendly and supportive manner.

1. Quickbooks helps save time on bookkeeping and paperwork. Many of the accounting journals are handled automatically, saving you time and making your day easier.
2. Quickbooks is very affordable, no matter the size of your business.
3. Reports in Quickbooks can be easily generated and customized, so you know where your business stands.
4. Quickbooks allows you to pay contractors and generate year-end 1099’s.
5. If you use estimates in your business, you can create estimates, email them out or save as a Word file document. Once the estimate is approved, an invoice can be easily created with just one click of the mouse.
6. Quickbooks can be customized to work the way you want. Quickbooks is flexible and adaptable to a wide range of small businesses.
7. With Quickbooks Merchant Account Service, Quickbooks allows you to easily accept credit cards. Your customers can use all major credit cards.
8. Quickbooks allows you to pay your bills and bank online. No licking envelopes, sticking stamps, or printing paper checks. Quickbooks also allow you to download your monthly bank statement from your participating bank for easier reconciliation.
9. Quickbooks allows you to accept online payments. Email an invoice or statement to your customer and your customer can pay their invoice or statement using any major credit card or by entering their bank account information to authorize an ACH payment directly from their bank account.
10. Quickbooks is the most widely used accounting software by small businesses giving you a peace of mind that Quickbooks is a reliable, stable and proven product. Quickbooks also can help with the required paperwork to secure a small business loan or line of credit which follows the format recommended by U.S Small Business Administration for the: projected balance sheet, profit and loss statement, and statement of cash flow.

Just to name a few!!