QuickBooks Services
Proper Setup Is the Foundation of Accurate QuickBooks Reporting
QuickBooks is user-friendly, but proper initial configuration requires expertise to ensure accuracy from day one. Critical questions like which accounting method to use, what chart of accounts you need, and how to set up payroll and inventory must be answered correctly at setup — or you'll face problems down the line.
What We Do for You
- QuickBooks version evaluation and recommendation (Desktop vs. Online)
- Custom chart of accounts design for your industry
- Payroll setup and configuration
- Accounts receivable and invoicing setup
- Inventory and product/service list configuration
- Opening balance and trial balance entry
- Bank and credit card account linking
- Staff training on daily QuickBooks use
- Quarterly and annual review scheduling