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QuickBooks
Services
Why QuickBooks
QuickBooks is the ideal business accounting software
for small to mid-sized business owners. Here's 10 reasons why you should be
using QuickBooks.
- You save time on bookkeeping and paperwork because many of simple
bookkeeping tasks are handled automatically making it easier to run your
business.
- You can easily generate the reports with the information you need, so
you always know where your business stands. You instantly know whether
you're making money and whether your business is healthy.
- You save money because QuickBooks is so affordable. You can use it to
run a $5 million or a $25 million business for a few hundred bucks. PC
accounting software is truly one of the great bargains in business.
- Your business can grow with QuickBooks. QuickBooks will help you design
a business plan to use when trying to secure a small business loan or line
of credit or to plan for the future. QuickBooks will create a projected
balance sheet, profit and loss statement and statement of cash flows in the
format recommended by the U.S. Small Business Administration.
- You can customize QuickBooks to work the way you want. QuickBooks is
specifically designed to be flexible and adaptable to a wide range of small
businesses. To broaden its appeal, QuickBooks has recently added customized
accounting packages for Contractors, Retailers, Health Care Professionals,
and Non-Profit organizations.
- You can rest assured knowing that QuickBooks is a stable, reliable and
proven product. Hundreds of thousands of small businesses throughout the
world have chosen QuickBooks as their accounting software. You can't go
wrong with a software program with such an extensive installed user base.
- You save typing time and errors by sharing data between QuickBooks and
over 100 business applications. You can even share data with popular
programs, such as Microsoft Excel, Word, Outlook and ACT.
- You will get paid faster with QuickBooks online payments. E-mail an
invoice or statement and with QuickBooks Online Billing, your customer can
easily pay you with a credit card or bank account transfer. No more waiting
for the check in the mail!
- You can easily accept Credit Cards. With QuickBooks Merchant Account
Service, you can accept credit cards with ease. QuickBooks Merchant Account
Service is the only credit card acceptance service integrated with
QuickBooks software, which means you don't have to enter the same data
twice. No additional software or hardware is required. Your customers can
use Visa, MasterCard, or American Express.
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You can pay your bills and bank online. Setup your current bank account
in QuickBooks, and you're ready to pay your bills without licking envelopes,
sticking stamps, or printing paper checks. Just write checks in QuickBooks
as you normally would, then click a button and your participating bank does
the rest! Pay anyone in the U.S. from your credit card companies to your
pizza service. Online Banking also lets you download your monthly statement
from your participating bank directly into QuickBooks for easier
reconciliation.
QuickBooks
Setup
Although QuickBooks is designed for the layman to
understand, the initial setup and installation must be done correctly in order
for future information to be accurate.
All information necessary to setup manual accounting records is also
necessary to setup and install QuickBooks on your desktop. This task is even
more complicated if you switch from manual accounting operations to QuickBooks
in the middle of the year.
Which accounting method will you use? What chart of accounts do you need
for your business? How do you handle beginning balances?
An expert can easily answer all of these questions and complete the initial
Setup and Installation in a timely manner. In addition, your accounting
employees receive training on the accounting software to enhance their
performance.
How much does it cost? We first want to find out a little more about
your business and your accounting records before we quote you an exact price.
Rest assured that we work with many small business owners and our rates are
designed to fit the budgets of our clients. As with any accounting software
program, installation and training take time - time taken away from managing
your business. Here's a short list of the services we provide during your
QuickBooks setup:
 | Study and evaluate your software and accounting needs. |
| Recommend software and hardware requirements. |
| Install software, design and set up chart of accounts and entire
accounting package including payroll, accounts receivable, inventory,
accounts payable, etc. |
| 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
details 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
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| Train client or client staff in use of software to meet their
accounting, management and tax needs. |
Ongoing Services:
| Follow up training to ensure the client is "on the right track". |
| Monthly, quarterly or annual review of client QuickBooks data to assist
in tax preparation and management reports. |
QuickBooks Training
Once QuickBooks is set-up and
working properly, we can train you or your employees to properly operate
QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
| We come to your location. |
| We focus on the individual issues facing your business. |
| We will be there to answer your specific questions and concerns. |
| No need to spend time on features that don’t impact your business! |
Quick Answers
QuickBooks users are generally not
stumped by the software, they are stumped by the accounting information
necessary to complete the transactions. Quick access to correct information is
essential to maintain the accuracy of your financial records.
Quick Tune-up
Whether you need to prepare for tax
time, a financial review or you just need to clean up some problem areas,
you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks
Professional Advisor will help you clean up and organize your bookkeeping
system.
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