QuickBooks™ Online Services
“Hassle-Free” Setup
Let us set up your financial software for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QBO for your business, you won’t lose any time on installation and setup of the system.
We will…
Review your current software system and determine your needs, including the setup and design of your financial management software.
Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
Enter any transactions as of your start date into the financial software system.
Train you or a member of your staff to use QBO to meet all of your financial management needs.
Follow-up training to make sure the system is working seamlessly for your business.
Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.
Training for You and Your Staff
No more wasting time on the generalities introduced in a typical class by having our expert teach you exactly what you need to know about your software setup for the smooth operation and efficiency of your particular business.
Our expert provides training on QBO, increasing efficiency and knowledge of your new financial record keeping method immediately.
Reset Your Software
Does your bookkeeping need a little housecleaning?
If you have eased your way into using the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.
We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.
Let Us Help:
Ready to come in for an appointment?
Click here to schedule a time to meet with us. We are committed to making your experience with a tax professional much more pleasant than it has been in the past!