Although QuickBooks is designed for the layperson to understand, the initial setup and installation must be done correctly in order for future information to be accurate. Even the critical choices in building a chart of accounts will have far-reaching implications on reporting and business insights.

Which accounting method will you use? What departmental structures are relevant to your business?  How will the chart of accounts help you in reporting to owners, bankers, the IRS or others? How do you handle beginning balances?  What financial matters are most important to manage closely?

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 while setting up QuickBooks:

• 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.
• Designing and loading your chart of account.
• Establishing beginning 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 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.