QuickBooks is a user-friendly and easy to use system, provided the initial setup is implemented properly. In fact, the majority of QuickBooks problems discovered after implementation stem from improper initial setup. Get started on the right track and avoided costly problems in the future. You will receive a QuickBooks file customized for your business based upon the information that you provide.

Here's a list of the services that we can provide during your QuickBooks setup:

• Evaluate your software requirements and overall accounting needs
• Determine your accounting and QuickBooks software needs
• Recommend the appropriate QuickBooks software and establish hardware requirements
• Software installation
• Design and set up the chart of accounts and the entire accounting system? including payroll, accounts receivable, inventory, and accounts payable
• Determine your QuickBooks start date
• Customized the chart of accounts for your business and load balances as of your start date
• Customer and vendor set-up
• Item set-up including services, inventory parts, non-inventory parts, other charges and sales-tax items
• Set-up your outstanding accounts receivable and accounts payable details as of your start date
• Set-up your ending statement bank balances and outstanding checks & deposits in transit as of your start date
• Entering your transactions since your starting dates into QuickBooks
• Print a trial balance as of your starting date and comparing it to your trial balance from your old system
• Train your staff in use of software to meet your accounting, management and tax-reporting needs
• Follow-up training to ensure you are on the right track
• Monthly, quarterly or annual review of QuickBooks to assist in tax preparation and management reports

We provide one on one training, in your office, or our office, or a coffee shop setting, or a shared desktop environment, at a time that is convenient for you, including weekends. We can work with your live QuickBooks file, and our training is based to your skill level, and on issues and features that are relevant for your business.  While a one-on-one instructor-led QuickBooks training session may be more expensive than attending a group class, it is a good investment when you have your specific QuickBooks issues to solve or you need to get QuickBooks started in the right direction.  I can help you figure out the best solutions for your particular QuickBooks accounting issues, and give you a strategy for how best to pursue your short-term and long-term goals for your business. Getting off on an ill-directed path in QuickBooks accounting can be very costly in the long run; getting the right professional advice from the start will certainly be well worth the time and investment.

We can train on Pro, Premier, Online, industry-specific versions and Enterprise versions of QuickBooks. Our one-on-one training is customized for your business. Email us or call us, to schedule your implementation / training / support services, to learn more, and to discuss your requirements. Free initial telephone consultation.  We would welcome the opportunity to work with you.

If you are having a difficult time with your QuickBooks, your monthly or annual reports, your chart of accounts, your understanding of your financial reports, or you have felt like you did not get off on the proper track with your QuickBooks setup, we can help.

Our QuickBooks Certified Advanced Pro Advisor, CFO, Controller and Accountant, Peter DeSmidt, will remotely perform data file review, analysis, corrections, and journal entries, of your company data file. Act now, save money, time, and insure accuracy, by having your QuickBooks file professionally reviewed and analyzed.

For a $200 fee we will:
 

• Correct postings to incorrect accounts
• Review and analyze the company file
• Review the company setup and make recommendations as needed
• Insure items, fixed assets, sales tax, and chart of accounts are set up properly
• Fix unapplied customer and vendor payments and credits
• Review customer and vendor aging balances
• Evaluate 1099 accounts handling
• Correct undeposited funds accounts
• Adjust loan and credit line balances
• Write off customer bad debts
• Review and scrutinize your transactions for the year
• Discuss your business operations, accounting requirements, and reporting needs with you

This service is for QuickBooks 2009, 2010, 2011 and 2012 Pro, Premier, Online and Enterprise editions. We will work with your accountants copy or portable copy and not interrupt your ongoing work and reply back to you, via email, with known issues, corrections and recommendations. Not a long term commitment. Even if you have an accounting and tax preparer firm, we can help. We can also provide optional training, reporting, analysis, coaching and hiring assistance.