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Quickbooks Consulting/Installation . . .
Our authorized Quickbooks Advisors and Trainers can consult
on the following services:
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Study and evaluate client software and accounting needs. |
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Recommend software and hardware requirements. |
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Install software, design and set up chart of accounts and entire accounting package
including payroll, accounts receivable, inventory, accounts payable, etc. |
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Train client or client staff in use of software to meet their accounting, management
and tax needs. |
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Follow up training to ensure the client is "on the right track". |
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Monthly, quarterly or annual review of client QuickBook data to assist in tax preparation
and management reports. |
It is of utmost importance that your company be set up correctly. Proper set-up is essential in order to generate
accurate reports.
The Installation and Set-up process involves the following
steps:
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Determination of your QuickBooks starting date |
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Loading your chart of account and balances as of that starting date |
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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 |
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Entering your outstanding accounts receivable and accounts payable detail as of your
starting date |
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Entering your ending statement bank balances and outstanding checks & deposits
in transit as of your starting date |
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Printing a trial balance as of your starting date and comparing it to your trial
balance from your old system |
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Entering your transactions since your starting dates into QuickBooks |
Call us TODAY at 813-884-7245 and let's discuss
your needs. We're looking forward to helping you at every stage of your financial life.
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"Go as far as you can see and when you get there, you will
always be able to see farther."
-Zig Ziglar
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