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QuickBooks Pro

QuickBooks ProAdvisor

Set-Up & Conversion

Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right!

Although we tailor each engagement to each client’s needs, here is a list of QuickBooks Set-Up services that we offer:

  • Enter transactions since the start date using tools to import multiple transaction types and large quantities of data
  • Assess accounting and reporting requirements
  • Establish hardware and software specifications
  • Install the accounting software
  • Design and implement the chart of accounts, loading balances as of the start date
  • Record outstanding accounts receivables and payables
  • Enter ending statement bank balances and outstanding checks, deposits
  • Compare trial balances from the old and new systems to ensure that all data was transferred correctly

Tune-up & Training

A QuickBooks Tune-Up is a great way to prepare for tax time, an important meeting, or a periodic review of your business strategy. In a few short hours, your QuickBooks professional can review transactions, clean up stray entries, balance the general ledger to subsidiary ledgers, and adjust the chart of accounts to reflect changes in your business model. A Tune-Up can help you make better decisions, minimize the ill-effects of undetected errors, and keep money flowing in the right direction,

Whether you’ve engaged us to help with your implementation or you simply need a refresher course on the system, we can provide training on using QuickBooks to manage your business. We conduct sessions at your location and adapt the course content to your set-up and business issues.[No need to spend time on capabilities that you won’t use!] We’ll spend as much or as little time as you need on each topic, and respond to any questions and concerns.