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/bookkeeping employees receive training on the accounting software to enhance their skills and improve efficiency.

How much does it cost?

We first want to find out a little more about your business and your accounting records before we begin.  Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.  This is why we don’t charge a flat fee for the QB Installation/Set-Up Service.  Our typical rate is $65/Hr. for the first hour and $45/Hr. each additional hour which includes training of up to 3 people as well as Email/Telephone Tech Support for 60 Days following the training.  This does not include the cost for Software and those prices vary depending on what version is required for your business and how many users will be needed.  Remember, we offer 10% OFF the retail cost of all QB Software and Supplies.

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 & 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 dates into QuickBooks
• Train client and/or client staff in all aspects of Purchasing, A/P and A/R, etc.

Ongoing Services we like to call The QuickBooks Health Check:

• 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.
• Review of Company Financials to determine Profit & Loss.
• Review transaction errors with staff if any.