QuickBooks

• Do you need help with QuickBooks?
• Can you reconcile with your bank statements?
• Are you struggling to keep your QuickBooks Chart of Accounts, Customer and Vendor Lists clean?
• Are you using your QuickBooks to your company's best advantage, preparing the correct reports?
• Do you understand these reports and what they mean to your business?

We can get the version your business needs at the lowest price available. 

We also provide lessons at reasonable rates. Contact us NOW.

QuickBooks Training

• Customizing Chart of Accounts
• Designing Financial Statements
• Tracking Vendors and Customers
• Entering Invoices and Processing Payments
• Reconciling Bank Statements
• Handling and Paying Sales Taxes
• Preparing and Printing Invoices
• Managing Inventory
• Processing Payroll and Paying Taxes
• Defining Job and Project Cost Elements
• Creating and Customizing Reports
• Using Data Files in Spreadsheets

QuickBooks Consulting

• Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

• Train client or client staff in use of software to meet their accounting, management and tax needs.

• Follow up training to ensure the client is "on the right track".

• 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:

• Determination of your QuickBooks starting date

• Loading your chart of account and balances as of that starting date 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:

• 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 detail 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