QuickBooks

QuickBooks is great accounting software used by most business owners.  Most of our clients use QuickBooks for their accounting or we do the accounting for them through QuickBooks.   QuickBooks is a great program, that when done properly, can provide useful and timely information in the form of financial statements, reports, and graphs.  We are Certified QuickBooks Proadvisors that can help you and your business with QuickBooks.  Here are a few examples of how we help clients with QuickBooks:

  • QuickBooks Training – We can sit down one on one and go over how to properly use QuickBooks.  We can start from scratch on how to use QuickBooks on up to more advanced features of QuickBooks in the training. There is no set class; we tailor it to the needs of each client taking the QuickBooks Training.
  • QuickBooks Setup – Some new clients we go to already have QuickBooks setup due to having a basic knowledge of QuickBooks and accounting, but others we do the initial setup.  This means getting the features they are going to use in QuickBooks setup, preferences, Banking, Customers, Lists, setting up their chart of accounts, getting prior balances entered if not a new business, and just making sure that QuickBooks is ready for them to start training and working on.
  • Basic Accounting Training – Inevitably while we are doing the QuickBooks training there is a piece of accounting training in there.  Some business owners have a strong knowledge or accounting and other don’t.  While we are training on how to use the QuickBooks we are also giving a basic accounting training.
  • QuickBooks Tips and Questions – Because we use QuickBooks regularly and also keep up with the latest features of QuickBooks, we are able to offer clients tips, tricks, and assistance with any issues they are having on their QuickBooks files.

We don’t just help you use the accounting software QuickBooks, we help you use if more efficiently and more effectively.