Skip to content

Setup for QuickBooks

We make it simple for you.

Although QuickBooks is designed for the layperson to understand, the initial setup and installation can seem complicated and it's reassuring to have an experienced CPA there to help you.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

Our experts can easily answer all of these questions and help you complete the initial setup and installation in a timely manner. .

As with any accounting software program, installation and training take time -- time taken away from managing your business.

Here is what we do for you:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting date into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track."
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

Fill out the form below to e-mail us.

Name
E-mail
Phone Number
Best time to call
Comments
CAPTCHA Image

[ Show a different Image ]
We take care of your books for you, so you can get back to the job of running your business and generating profits.
Learn More...
We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
Learn More...
We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
Learn more...
We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
Learn More...
We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Learn More...

© Rohal & Wassgren 2021