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Accounting Software Training

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. 

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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:

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 ProAdvisorsĀ®, 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:

We also provide ongoing services to help your business operations to run smoothly.

  • 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.

Get in touch today to explore which accounting services are the right fit for your Business.

Book A Free Strategy Call

Book a Free Strategy Call

Please complete the form below to reach us and our team shall get in touch with you in 48 business hours.

Contact Us...

Address:

10150 Highland Manor Dr.Ste 200

Tampa, FL 33610

Phone:

(813) 563-9697

Ā© 2021 Rolanda S. McDuffie CPA | All Rights Reserved