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.
• 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
• Enter all outstanding accounts receivable and accounts payable details 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
• 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.

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!