The first stop on your bookkeeping journey with us is a Complete Check!
The Complete Check is an analysis of your existing QuickBooks setup and records. We will provide you with a report of the good, the bad, and the ugly so that you are prepared for your trip.
Clean Up & Catch Up Service
After a Complete Check, it is time for your tune-up. If you have clean up or catch up work, we apply the entire fee that you paid for the Complete Check towards your quoted clean up fees. If your Complete Check comes back with “all systems go”, then it’s time to hit the road by choosing your monthly service package.
Starts At $450
QuickBooks Online setup “from scratch” for new businesses or those not moving from another accounting software. Includes customized chart of accounts and basic navigation training.
Starts At $300
We will clean up your existing QuickBooks desktop file and ensure a smooth and seamless conversion to QuickBooks Online. We will connect your bank feeds and provide basic navigation training.
Need some QBO pointers or not certain how to perform certain tasks? We provide training on QuickBooks Online, QuickBooks desktop, and accounting basics.
Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?
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 during your QuickBooks setup:
Study and evaluate your software and accounting needs.
Recommend software and hardware requirements.
Install software, design and set up 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 needs.
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.
Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
We come to your location.
We focus on the individual issues facing your business.
We will be there to answer your specific questions and concerns.
No need to spend time on features that don't impact your business!