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Proper setup and installation of QuickBooks is essential for accurate financial records. Even though QuickBooks is user-friendly, it’s important to have the necessary information when setting up and installing the software. This task becomes even more complicated if you’re switching from manual accounting operations to QuickBooks in the middle of the year.

To ensure a smooth setup and installation process, it’s recommended to seek help from an expert who can answer important questions like which accounting method to use, what chart of accounts is

necessary for your business, and how to handle beginning balances. An expert can also provide training for your accounting employees to help them get the most out of the software. Once again, you have come to the right place!

How much does it cost?

Before we can provide you with an exact price for our services, we’d like to learn more about your business and accounting records. We understand that as a small business owner, budget is an important consideration, and we strive to offer rates that are affordable for our clients.

Installing and setting up QuickBooks, like any accounting software, requires time and attention. This can take away from managing your business, which is why we offer a range of services to make the process easier for you. Here are just a few examples of what we can do during the setup process.

  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software, design and set up a 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 and 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 date into QuickBooks

  • Train client or client staff in use of software to meet their accounting, management and tax


    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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