QUICKBOOKS SETUP


Quickbooks is designed for the layman to understand, but it still takes a basic understanding of bookkeeping to properly setup and use. 

We can answer your Quickbooks questions and help guide you through the initial setup and installation of Quickbooks. 

Here is a list of services we provide during your Quickbooks setup:

  • Design and set up chart of accounts, payroll, accounts receivable, & accounts payable.
  • Determination of your starting date and accounting method & your beginning balances.
  • Entering your beginning balances.
  • One on one training.


                                        Ongoing Quickbook Services:

  • Follow up to ensure you are on the right track.
  • Monthly, quarterly, or annual review of the Quickbooks data to assist in tax preparation and reporting needs.
  • Bank reconciliations.