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QuickBooks Set-Up and Installation

Although QuickBooks® is designed for the layman to understand, the initial setup and installation must be done correctly in order for your information to be accurate and reliable.

All information necessary to setup manual accounting records are also necessary to setup and install QuickBooks®. This task is even more complicated if you switch from manual accounting operations to QuickBooks® in the middle of the year. Some of the questions you must answer include:

  • Which accounting method will you use?
  • What chart of accounts do you need for your business?
  • How do you handle beginning balances?

We can easily answer these questions and complete the initial setup and installation in a timely manner.

QuickBooks® Training

Once QuickBooks® is set-up and working properly, we can train you and/or your employees to properly operate QuickBooks® to fit your business.

  • We offer one-on-one and group training sessions.
  • We focus on the individual issues facing your particular business.
  • We are available to answer your specific questions and concerns.
  • We offer remote access.

Ongoing Services:

  • We offer 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.
  • Accounting and technical support.

Take a look at some of the programs we have to make your life easier!