When it comes to accounting, tracking sales and expenses, and taxes it can often cause a headache for most business owners. Quickbooks makes it easier for small to mid sized business owners to keep track of their accounting and tax needs. It is specially designed for business owners to effectively and efficiently track their expenses, income and employee payrolls.

We will help get you acquainted with our easy setup and training session to make sure you are utilizing the correct software program right for your business. We will take each step with you to help you better understand the software program so you feel comfortable managing it on your own. We do provide ongoing services if you run into trouble or need assistance with or you can call our help line.

How will we prepare you for Quickbooks?

Evaluate software and accounting needs- There are multiple Quickbooks platforms to choose from including: Online, Pro, Premiere, Mac, and Enterprise. We will evaluate what your needs are and provide you with the software that best suits your business.

Install software and show you how to navigate through platform- We will install the correct platform suited for your needs and help you navigate through the database to become acquainted.

Load account chart and balances onto software- In order to get you started with the program we will design and set up your chart of accounts and accounting package onto the software including payroll, accounts receivable, accounts payable and inventory.

Enter outstanding accounts receivable and accounts payable.

Create client and vendor accounts- We will walk through how to set up multiple client and vendor accounts on your software.

What will Quickbooks do for you?

Accept payments

Pay employees

Track sales and expenses

Scan receipts

Work with your accountant

Send invoices

Records all financial statements in one place

Why should you use Quickbooks?

No more back ups

Less stress

No more pile ups

No more data entry

Less paper to track- easily trackable on the Quickbooks platform

Tax ready

See where your money is going through reports of income and expenditures- know exactly where you stand when the report is generated

Get paid quicker with Online payment system because businesses can pay you directly on platform

What we have to offer:

One-on-one sessions

Class sessions

Don’t have time? We can manage your Quickbooks account for you! Ask us how.