Logical, patient guidance throughout the process is the key. Although QuickBooks is designed for the ordinary person, set up can be intimidating and sometimes tricky. Let me help you get off to a great start. Save hours of frustration by allowing me to set up QuickBooks for you correctly.

Every business is different, and QuickBooks has the capability and needs to be customized for your business–for the way you want to run your business and the reports you want to see.

What information is necessary to get started? What is a chart of accounts and how is it organized? What chart of accounts do you need for your business? Which accounting method will you use? What features do you need for your business?

I can easily answer all of these questions and complete the setup in a timely manner.

How much does it cost? I first want to find out a little more about your business and your accounting records before I can let you know this. I work with many small business owners, and my rates are reasonable.

QuickBooks is the easiest accounting program on the market. It does a lot of work for you, but it takes time to get it set up properly. Once set up properly, maintaining it is not difficult. The investment in time is in the getting it set up properly.

Here’s a short list of services I provide during QuickBooks setup:

• Evaluate your software, hardware, and accounting requirements and make recommendations

• Install the software

• Determine the best start date for your specific situation

• Work with you to design and set up the chart of accounts and the entire accounting package, including customer and vendor records, accounts receivable, payroll, accounts payable, inventory, etc.

• Preparation of a list of the items that you sell to you customers or clients, including services, inventory parts, non-inventory parts, other charges, and sales taxes

• Enter your existing accounts receivable and accounts payable as of your start date

• Enter, or show you how to enter, your transactions since your start date

• Train you or your staff in the use of the software to meet your accounting, management, and tax needs