QuickBooks Specialist

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

We have the answers and can complete the initial setup and installation in a timely manner.

QuickBooks setup includes:

  • Evaluate and recommend a QuickBooks version for your business needs.
  • Software installation and customized setup of accounts, reports and templates.
  • Reconcile all accounts from old system to QuickBooks.
  • Import data such as vendors, customers, inventory, tax tables
  • Determine and enter starting balances such as general ledger, AP, AR, fixed assets.
  • QuickBooks on site training

What is a QuickBooks Certified ProAdvisor?

Certified QuickBooks ProAdvisors are typically CPAs, accountants, and small business advisors who have been tested and certified on QuickBooks. ProAdvisors help businesses customize QuickBooks for their unique needs and help them get the most out of the software.