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Your Business Money Matters

Let us assist you in your business growth, increase your profitability and lower your tax liability so that you have more money to invest in your future.

Schedule A No Cost Strategy Call


Accounting Software


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:


- ChurchPro

- QuickBooks

- Xero

- Sage 50

- Zoho Books

- FreshBooks




QuickBooks Training, Setup & Support




Make sure your QuickBooks software is setup to track your financial data correctly by working with Rolanda S. McDuffie, CPA Certified QuickBooks ProAdvisors®, we can perform the initial setup of your software and show you how to create reports.


We also offer year-round QuickBooks support via email. Anytime you have a question or problem, simply contact us for prompt service so you can get back to work quickly.


We also offer year-round QuickBooks support via email. Anytime you have a question or problem, simply contact us for prompt service so you can get back to work quickly.


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.



 




Contact Me

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[email protected]

Phone (813) 563-9697















ADDRESS

10150 Highland Manor Dr. Ste 200

Tampa, FL 33610


© Rolanda S. McDuffie CPA