QuickBooks training and general all-around record-keeping education is certainly available to all of my clients. I can guide you as you navigate the bookkeeping software, elevating your knowledge to a level of self-application. I am also available on a consulting basis, ready to answer your questions or help with your bookkeeping issues. Training can be customized to your level of knowledge of the accounting cycle. It is most rewarding when my clients are able to master their own business accounting needs.
Accounting software programs like QuickBooks are ideally suited for small business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. It is a must for proper business management to complete the set up and installation properly.
As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services I can provide:
Whether you are starting QuickBooks for the very first time or you have an existing QuickBooks file, I can customize my services to best suit your needs
As with any accounting software program, installation and training take time – time taken away from managing your business. Here’s a short list of the services I can provide:
- Study and evaluate your software and accounting needs.
- Recommend software and hardware requirements.
- Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Load your chart of accounts and account balances.
- Customize your QuickBooks input lists based on services, inventory parts, non-inventory parts, other charges and sales taxes
- Enter your outstanding accounts receivable and accounts payable details
- Enter your ending statement bank balances and outstanding checks & deposits in transit
- Print a trial balance and compare it to your trial balance from your old system
- Enter your transactions into QuickBooks
- Train you or your staff in the use of software to meet your accounting, management and tax needs.
Whether you are starting QuickBooks for the very first time or you have an existing QuickBooks file, I can customize my services to best suit your needs