QuickBooks Training & Consultation
You purchased QuickBooks, but now what? Our certified QuickBooks ProAdvisor and team of QuickBooks specialists are here to help. The reports QuickBooks can produce are only as accurate as the information you input, so let us help you get off to a good start. A little training and proper setup or a refresher is the only thing separating you from great reports.
Whether you are a novice or an intermediate user, we can help you get the most out of QuickBooks. Training sessions usually last one to two hours and are catered to your needs. We will work with you right in the program, showing you how to use it for your business. We can schedule as many sessions as you need to feel comfortable, but usually one or two is all it takes.
If you feel pretty good about your ability to use QuickBooks, but want us to check to make sure you are booking things right, this is for you. We will get a QuickBooks backup or work remotely and will review your general ledger year to date. Your general ledger shows us all the transactions you have entered and are the foundation for all the reports QuickBooks can produce. Upon completion of the review, we will provide you with adjustments and recommendations as needed.
Although QuickBooks is ready to use straight from the box, it is not set up exactly how you need it. Rather than struggling to figure out your chart of accounts, setting up banking, or entering prior data, let us handle it for you. We will create the company file and provide you with something that is ready to use so you can hit the ground running. We can import your customers, vendors, and items, as well as input historical balances. We can also help you convert from another accounting program (Sage, Peachtree, etc.) or an old version of QuickBooks. Once setup is complete, we can also train you how to use it.
Sometimes it is just easier to let the professionals handle it. We would be happy to discuss options with you to find a bookkeeping package that best suits your needs and comfort level. Learn more about our bookkeeping services.
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