tax planning

bookkeeping

Accounting

IRS

small business accounting

tax preparation

Forensic Accounting

IRS

quickbooks

payroll

cpa firm

small business

payroll tax

IRS

bookkeeping

irs notice

quickbooks setup

quickbooks training

sales tax

corporate tax

Green Bay

bookkeeping

Accounting

small business

Forensic Accounting

IRS

tax preparation

cpa firm

tax planning

small business accounting

payroll tax

irs notice

bookkeeping

quickbooks

payroll

tax planning

bookkeeping

Accounting

IRS

tax preparation

Forensic Accounting

payroll

cpa firm

small business

payroll tax

IRS

bookkeeping

irs notice

quickbooks training

Accounting

small business

IRS

cpa firm

tax planning

small business accounting

irs notice

bookkeeping

payroll

small business accounting

IRS

quickbooks

quickbooks setup

sales tax

corporate tax

Green Bay

bookkeeping

Forensic Accounting

tax preparation

payroll tax

quickbooks

QuickBooks Setup

  

Which accounting method will you use?

What chart of accounts do you need for your business?

How do you handle beginning balances?

Accurate and timely financial information is critical to the success of your business, and improper set-up or maintenance of your QuickBooks Accounting System can result in erroneous financial information and higher tax preparation costs.

Although QuickBooks™ is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. As part of the set-up process, it’s necessary to transfer your information from your manual accounting records or previously-used software; this task is even more complicated if you switch from manual accounting operations to QuickBooks™ in the middle of the year.

As with any accounting software program, installation and training take time - time taken away from delivering your product and talent to your customers.

   

Instead, we can offer you the following QuickBooks™ setup services:

   

  • Evaluate your software accounting needs

  • Install software and adjust the design and chart of accounts to match your business and your needs 

  • Determine your QuickBooks™ starting date and record your chart of account and balances as of that date

  • Prepare a list of the items that you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales taxes, and enter that detail into QuickBooks™

  • Assist you in designing sales orders, customer invoices, vendor checks, etc.

  • Setup of payroll, accounts, receivable and accounts payable as of your starting date

  • Enter your ending statement bank balances and outstanding checks & deposits in transit as of your starting date

  • Enter your transactions since your starting date into QuickBooks™

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