QuickBooks is the gold standard for small business accounting.
Like any tool, though, in unskilled hands, it can be a disaster.
We'll get your QuickBooks set up properly and configured correctly so that you don't encounter serious problems down the road.
If you do have a QuickBooks problem or books that are a mess, we can fix them. We're QuickBooks Pro Advisors, so we have specialized training in the program.
We can also train you and your staff in the best way to use QuickBooks, too.
How much will this cost?
Beats us. (Picture us shrugging shoulders.)
That's not meant unkindly.
First, know that we're not in business to clean out your checkbook. That does no one any good.
But, we do need to find out about your business, how much work we need to do, how much you and your staff can do, and what is the best way to proceed.
And, what is your budget? In some cases, you can't afford us. Not being snobby here, just realistic. If that's the case, we'll tell you up front, and we'll make other recommendations for you.
We've been doing this for years, and we know what we're doing.
Set up, training, data input and data cleanup aren't easy, and despite everyone's best efforts, the cost can creep up. We will do our best to work as efficiently as possible. That said, here is some of what we need to do if you're switching software:
- Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Determine your QuickBooks starting date
- Load your chart of account and balances as of that starting date
- Prepare 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
- Enter your outstanding accounts receivable and accounts payable details as of your starting date
- Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
- Print a trial balance as of your starting date and compare t to your trial balance from your old system
- Enter your transactions since your starting dates 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
Note that if you're a brand new company, the process is MUCH easier. That's why if you're starting your business, get us involved early in the game.
47013 Kentwell Place