Just purchased Quickbooks® for the PC or Mac and need help setting it up? Been using Quickbooks® for years and need your file cleaned up? Don't understand what a balance sheet or profit and loss statement is? We can help.

Purchasing Quickbooks is only the beginning. Your file must be set up properly in order for you to use it effectively and in order to provide useful management and financial reports

Many new business owners know the ins and outs of their product or service but know very little about what we call the "business of being in business" - back end accounting and operational processes that often are overwhelming and confusing. Our consulting services are designed for the entrepreneur or business person who needs help in these areas.

 QuickBooks® Set Up for PC and Mac

• Purchase software if needed (receive ProAdvisor's® 20% discount off retail price)
• Software installation and registration
• Customize file set up to meet current business's needs and resources
• Create customized forms to include client logo
• Meet with client to discuss business reporting needs and accounting and operational resources
• Train client on new processes or QuickBooks® functionality
• Educate key stakeholders about accounting fundamentals
• Assist with hiring a bookkeeper or support person

 QuickBooks® Light and Comprehensive Clean Up for PC and Mac

• Recommend CPA or establish contact with client's CPA (ensures financial statements will provide adequate information for tax preparation)
• Review file for financial accuracy
• Review file set up
• Obtain basic understanding of business operations and make file set-up recommendations
• Correct file set up if needed
• Work with client to clean up data
• Meet with client to discuss business-reporting needs as well as accounting and operational resources
• Train client on new processes or QuickBooks® functionality
• Educate key stakeholders about accounting fundamentals
• Assist with hiring a bookkeeper or support person

 Quickbooks training for PC and Mac

• Create customized Quickbooks® training session based on clients needs, minimum 3-hour session
• Educate key stakeholders about accounting fundamentals

 New Business Set Up

• Help establish business bank account or merchant account if needed
• Help obtain proper insurances for general liability and worker's compensation
• Help establish re-sellers permit and educate client on basic sales tax requirements
• Provide basic information regarding payroll tax requirements for companies with employees
• Educate key stakeholders about accounting fundamentals
• Set up QuickBooks® file and customize to client's needs and resources
• QuickBooks® training
• Develop and integrate accounting and operational processes customized to the client's resources and needs
• Assist with hiring a bookkeeper or support person