Although QuickBooks was designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
We ensure that our Clients accounting systems are set up correctly. If, we have a client, that chooses to continue with QuickBooks desktop, we will make sure their data files are configured correctly. If, we have a Client, who is using QB desktop and wants to convert to QBO, we make sure the data files are correct, before converting. And, some Client's have never had an accounting system set up, so we create one on QBO from scratch. 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 does your legal entity (Sole Proprietorship, LLC, Corporation) affect your set up? How do you handle beginning balances? What about inventory? Is your current need for Invoicing and payments set up correctly? Which method are you going to use when paying your bills? How do you handle personal transactions? And, much more.
We will not only get your account set up correctly, but teach you about every aspect of it. We want Clients who are active participants in their financial success. We want our business clients to grow and learn to manage their business using their financial data. Bookkeeping in not a "necessary evil"! It is the numeric interpretation of activity and we want to teach you how to understand, use and grow by using your financial reports.
