QuickBooks Consulting and Training Services
Whether consulting, training, or setting up bookkeeping systems, our services will help you feel secure and confident that your accounts are in good order.
Here’s what we can do for your company:
Teaching
- Teach business owners the QuickBooks accounting system.
- Teach owners and employees how to create custom financial reports.
Training
- Train you and your staff on recording, reporting, and maintaining daily, weekly, monthly, and yearly transactions.
- Train your employees on the daily tasks for QuickBooks maintenance.
Customizing
- Create initial accounting procedures, systems, and reports.
- Create your chart of accounts.
- Customize the set-up of your bookkeeping system, in conjunction with your accountant, to make sure it is compliant with IRS regulations.
- Set up an interface with third-party industry-specific software.
Ongoing support
- Respond to problems and issues and provide telephone support.
- Make sure everything is in good order before your CPA prepares your taxes.
- Advise you on upgrades and software purchases.
- Check your balance sheet, receivables, and profit/loss statements on a monthly or quarterly basis.