QuickBooks Training and Installation
Providing our clients in a timely and accurate manner is a
commitment that we feel cannot be compromised.
We specializes in the installation and training of QuickBooks
for businesses.
As a QuickBooks®
Professional Advisor, we will meet with new or current users of
QuickBooks® and provide a free assessment of their accounting
system needs and a demonstration of the QuickBooks® Accounting
Software. After the assessment/demonstration, we will provide
the client with a written proposal for services including the
price of the software, installation, set up, training, and
support.
QuickBooks® Professional Advisor
Our firm is a member of the QuickBooks® Professional Advisors
Program and has been supporting QuickBooks® since 1999.
QuickBooks® Accounting Software
QuickBooks® accounting
software is the most user friendly and economical accounting
system on the market today. This software is ideal for small
businesses with under 50 employees and annual revenues of less
than five million dollars. You do the majority of your
bookkeeping as you write checks and record receipts on a daily
basis. With QuickBooks® you know if you’re making or losing
money instantly. There’s no need to understand accounting jargon
like debits, credits or postings. Leave that to us!
As CPAs, we understand your
internal and external reporting needs. Whether you’re seeking
quarterly or annual tax reports, interim financial statements
for the bank or a listing of bills to be paid, we can take your
QuickBooks® data and make any necessary adjustments to prepare
the reports you need. If you prefer to produce your reports
in-house, we can make sure QuickBooks® is set up to produce the
information you desire.
Frequently asked questions about QuickBooks®
Will QuickBooks® do payroll for me?
Yes. Once you set up your pay categories, deductions and
employee W-4 information, payroll is as simple as entering the
hours worked. QuickBooks® calculates the deductions, prints the
paychecks and summarizes your payroll information automatically.
There are various payroll reports which you can run to determine
payroll tax liabilities and QuickBooks® will even print your
quarterly Form 941 and annual Forms 940 and W-2s.
Will QuickBooks® pay my bills?
Yes. Entering your bills is so easy and it allows you to sort
your bills by due date or vendor to help you decide who to pay
first. Accounts payable reports, like all other QuickBooks®
reports, are available with the click of your mouse and can be
created for any date you choose. Once your vendor information is
entered, vendor names and addresses will print on the checks,
enabling you to use window envelopes rather than writing out or
typing envelopes. QuickBooks® will also print 1099s at the end
of year for those vendors you designate as required to receive
1099s.
Will QuickBooks® keep my checkbook
up-to-date?
Yes. Provided you enter your transactions on a daily basis, your
bank balances will automatically be updated after each
transaction. QuickBooks® also has a reconciliation feature that
saves time compared to reconciling your bank statement manually
each month.
What other features does QuickBooks® offer?
How long would it take to get QuickBooks® up and running for
my business?
Depending on the size of your business and how quickly you can
gather the information to get your company set up, on average it
would take 2 to 4 weeks to set up your company information, e.g.
chart of accounts, payroll information, customized invoicing and
beginning balances. Training normally takes 6 to 8 hours,
usually in 3 to 4 hour blocks.
I am already using QuickBooks®. What can you do for me?
We can review your chart of accounts and transaction history to
see that QuickBooks® has been set up properly for tax purposes
and according to Financial Accounting Standards, if necessary.
We can also help you customize forms and reports to best suit
your needs or train you about software features you may not be
using because you don’t quite understand them yet.
Return to Services