QUICKBOOKS SETUP AND TRAINING
QUICKBOOKS SETUP
With attention to detail for bookkeeping and a team of experts behind us, we can get your business setup for success!
Our experienced experts will help you get your back-office systems up and running to help you manage and grow your business.
- We will create a plan for your business systems.
- Set up your QuickBooks file for your industry.
- Find the right tools to help you manage and grow.
- Train you on the program.
QuickBooks program setup is comprehensive. Here is what we'll do:
- Get to know you and your business accounting needs.
- Recommend which version of software and apps work for your business.
- Install software if needed.
- Design and set up chart of accounts and the entire accounting package including payroll, accounts receivable, accounts payable, etc.
- Load your chart of account and beginning balances.
- Prepare a list of products/service items you sell to your customers.
- Enter your outstanding accounts receivable and accounts payable details.
- Set up your bank feeds from your main financial institutions.
- Train client in use of the software to meet their accounting needs.
QUICKBOOKS TRAINING
Our training can be the difference between accurate books and stressed out owners.
We conduct virtual training sessions so you don't have to lose time away from your business.
- Basic overview of the program and tools.
- Target the features you need for business.
- Answer specific questions or concerns you have.
- Includes a recording of our session so you can go back and refer to the training.
Our training packages range from 1 to 4 hours long. We customize our training and agenda based on your needs and your level of understanding.
Please contact us so we can help determine what's best for your business!
Have QuickBooks Desktop and now want to move to the online version?
No problem, we can handle the entire conversion for you stress free.