QuickBooks® Services

QuickBooks® and Accounting Setup

Correctly setting up an accounting system to capture your company’s financial data is critical.

We’ll help you set up your QuickBooks® software to perform as a fully functioning accounting system. You’ll have the financial information you need at your fingertips to successfully operate your business. Imagine knowing where you are financially at any time with a click of your mouse, and tax return preparation as simple as printing out a report!

Upgrading to the latest version of QuickBooks® makes sharing information between accountant and bookkeeper effortless. We highly recommend QuickBooks®online!

It’s vital that you set up QuickBooks® correctly from the beginning. Any bookkeeping program that is not set up in a format that is easily converted into tax reports can be time consuming and costly to untangle at tax time.

We’ll assist you initially by helping you select:

Business Entity: Sole Proprietorship, Partnerships, Limited Liability Company, C or S Corps, plus the industry-specific bookkeeping method that makes sense for your company.

Accounting Method: You decide how you will run your business; whether on a cash or accrual basis, and determine when your fiscal year begins.

The Chart of Accounts: This is the most basic step in creating your business-specific accounting structure. We’ll help you define and set up your clients, vendors, suppliers, accounts receivable, accounts payable, and more. Employee information and payroll functions can also be implemented.

Your bookkeeping software should be a useful tool in your business. It shows you the vital statistics you need to know periodically in order to plan for the future. Let us take you through your program and customize it to work for you.

QuickBooks® is a registered trademark of Intuit Incorporated.