• Accounting Software Training & Consulting

  • Accounting software is perfect for small businesses because it allows you to manage all your financial information in one convenient place.

    Make sure your accounting software is setup to track your financial data correctly by working with Rolanda S. McDuffie, CPA, we can perform the initial setup of your software and show you how to create reports.  After your accounting software is set up and working properly, we can train you or your staff to properly operate the software specifically for your business.We also offer year-round software support via email. Anytime you have a question or problem, simply contact us for prompt service so you can get back to work quickly.

    After your accounting software is set up and working properly, we can train you or your staff to properly operate the software specifically for your business.

     

    Here's a short list of the services we provide during your accounting software setup:

    •  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.
    • 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.

     

    Software for Accounting Services:

    • Xero
    • QuickBooks
    • Sage 50
    • Zoho Books
    • FreshBooks

     

    Schedule a training class today! We come to your location.

    Why choose one-on-one attention instead of taking a class?

    • We come to your location.
    • We focus on the individual issues facing your business.
    • We will be there to answer your specific questions and concerns.
    • No need to spend time on features that don't impact your business!