Why QuickBooks?
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here are 9
reasons why you should be using QuickBooks.
1. You will save time on bookkeeping because many simple bookkeeping tasks are handled
automatically
2. Instantly generate reports with the information you need.
3. Run a multimillion-dollar business with and affordable program
4. Easily plan for the future by developing a business plan with QuickBooks when trying to secure
financing
5. Customize QuickBooks with accounting packages for contractors, retailers, health care service
providers and other professions
6. QuickBooks is a stable, reliable and proven product
7. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
8. E-mail an invoice or statement
9. Online Banking lets you download your monthly statement from your participating bank directly into
QuickBooks for easier reconciliation
QuickBooks Setup?
QuickBooks is designed for the layman to understand; the initial setup and installation must be done correctly
in order for information to be accurate.
Information required for manual accounting systems is also necessary to setup QuickBooks. This is a little
more complicated when switching from manual to QuickBooks at a point other than the start of you year.
Which accounting method will you use? What chart of accounts do you need for your business? How do you
handle beginning balances?
As a QuickBooks expert, we can easily answer all of these questions and complete the initial Setup and
Installation for you. In addition, your employees will receive training on the software to ensure their comfort.
The cost depends on various details about your business and your accounting records which we determine
through conversation with you before we quote you an exact price.
As with any software program, installation and training take time. Here's a short list of the QuickBooks services we provide:
– 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 accounts and balances as of that starting date
– Prepare a list of the items you sell to your customers including services, inventory parts, non-inventory
parts, other charges and sales taxes
– Enter accounts receivable and payable details as at your start date
– Enter ending statement bank balances, outstanding checks and deposits as at your start date
– Print a trial balance as at your start date and comparing it to your existing trial balance
– Enter transactions since the start date
– Train staff in the use of QuickBooks to meet their needs
– Follow up training
– Periodic review of QuickBooks data to assist in tax preparation and management reports
QuickBooks Training and Support
Once QuickBooks is set up, we can train you and your employees specifically for your business.
The benefits of one-on-one attention:
– We come to your office
– Focus on the individual issues facing your business
– Assurance in knowing an expert in QuickBooks is only an email or phone-call away.
– No need to spend time on features that are not part of your business
If you require more information, please contact us.
