We provide accounting and bookkeeping services to help your business stay focused on goals. Your accounting records is the foundation of your financial statement, tax preparation and planning, and business strategy plans.
QuickBooks Training, Setup & Support
Accounting software is perfect for small businesses because it allows you to manage all your financial information in one convenient place.
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.
Accounting Software training, setup and support includes:
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.
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.
Please complete the form below to reach us and our team shall get in touch with you in 48 business hours.
10150 Highland Manor Dr.Ste 200
Tampa, FL 33610