Setup for QuickBooks

Although QuickBooks is designed for the layperson to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to set up manual accounting records is also necessary to set up and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How Much Does It Cost?

We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time — time taken away from managing your business. Here’s a short list of the services we provide while setting up QuickBooks:

Study and evaluate your software and accounting needs.
Recommend software and hardware requirements.
Install software, design and set up a 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.

Testimonials

Voices That Inspire Trust: Hear What Our Clients Have to Say!

"Adele is clearly qualified to provide Real Estate Accounting services. She is very proficient in Appfolio and provides timely feedback on issues that need to be addressed. I would recommend Adele services to any one who is considering to fill an accounting position."

Feb 9, 2022 - Jan 20, 2023

"Selu is clearly knowledgeable in Appfolio and what I was trying to accomplish. I would recommend her to anyone."

Accounting & Bookkeeping

"Selu and her team helped me start and run my company from the ground up. She is responsive, thorough, experienced and friendly. She familiar with the most popular property management systems out there and a good resource for questions that I have."

May 10, 2019 - Jan 24, 2022

"Selu really knows her books and way around real estate accounting. Communication and document flow was a little clunky for us at times, but we got through it. In the end, she did a great job once we got all the missing pieces in place. It never easy coming in on someone else books and she rolled with the punches and helped us tremendously."

Dec 8, 2021 - Dec 20, 2021

" Worked on our portfolio of commercial buildings. She handled all of the accounting in Appfolio"

Sep 18, 2017 - Jan 31, 2020

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