I offer advice, setup, training, and support in QuickBooks that will get your business off to the right start with the program.

QuickBooks is an easy to use accounting and business management software. The typical small and medium size business can use the program. It is easily adaptable and can be customized to meet the needs of most businesses.

While easy to use, it will provide incorrect information if not set up properly. The key to successfully using it is to have it set it up correctly in the beginning and to learn how to make it work for you.

I shall show you how to use the program to its fullest potential. Now you can stop struggling with the owner's manual or trying to be an accountant.

I am very flexible. I shall come to your business or home office and work with any schedule or QuickBooks requirements you may have - days, evenings, and weekends.

Training

Turn Key System

Support

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Don't know where to begin? You don't have to worry. I teach you carefully from the beginning in all areas of the program and at your speed. I offer hands-on instruction to individuals and groups.

I do not rush through it. I make absolutely sure you understand each area fully, have complete notes and pictures to look back at and refresh your understanding.

Only then will I go on to the next area. You can be assured that you will be able to work with QuickBooks to run your business when my training is finished.

Still have questions after I finish your training. You don't have to worry. Just call me. It is free and part of the training. I want you to use QuickBooks successfully.

I shall explain the specifics of your questions and describe how to handle and solve them. I guarantee you will be operating the QuickBooks side of your business well, after you have been trained. 

 

Need a turn key system.

I shall set up your company in QuickBooks and customize it to your industry and specific requirements. I then install it on your computer. All you will need to do is turn on your computer and begin to work.

Need to have control of your QuickBooks data. I assure the integrity of your data. I review your entire accounting system.

I trouble shoot your data, correct problems, fix inaccuracies, and make necessary improvements, so you have finger tip control of the information.

Entering Opening Balances

Customizing the Chart of Accounts

Setting Up Customers, Vendors, Jobs, and Job Costing

Setting Up Items

Managing Accounts Payable

Entering Bills and Writing Checks to Pay Bills

Setting Up Invoicing

Managing Accounts Receivable

Creating and Managing Inventory

Processing Credit Card Charges

Setting Up and Processing Payroll

Creating and Paying Payroll Liabilities

Reconciling Bank Accounts

Creating Quarterly, Annual Tax Compliance Reports 

Creating Customized Management Reports

Creating and Printing W-2s and 1099s