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We Provide Quality Services

Certified Public Accountant

QuickBooks Set Up

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. Let our QuickBooks Certified ProAdvisors set you up quickly, efficiently, and effectively.

All information necessary to setup manual accounting records is also necessary to setup 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, you or your 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 during your QuickBooks 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 & 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 dates into QuickBooks.
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

QuickBooks Set Up

  • Follow up 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.

Contact our team and see the many benefits of having a Certified QuickBooks ProAdvisor on your team!

A Light for Navigating Your Financial Path

All Services

Certified QuickBooks Proadvisor

Certified QuickBooks ProAdvisors are experts who have been tested and certified by Intuit (makers of QuickBooks) on a range of QuickBooks products.

QuickBooks Set Up

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

Business Tax Return

A business tax return is basically an income tax return. The return is a statement of income and expenditure of the business.

Personal Tax Returns

An individual tax return is a form the individual submits to a federal, state or local taxing agency to report income, calculate and pay taxes.

Quarterly & Monthly Filings

Quarterly & Monthly filings include key accounting and financial data for a company, including gross revenue, net profit, operational expenses, and cash flow.

Financial Statement Preparation

Financial statements show how well a company has performed over the year and the level of profit achieved.

Consulting Services

Another tax season is here! I suggest making an appointment as soon as possible after you have received all the necessary paperwork. Form 1040 for US Individual Income Tax Return Annual income tax return filed by citizens or residents of the United States.

Payroll Preparation

Preparing payroll involves a series of basic calculations to determine each employee's base pay as well as deductions for state and federal taxes, and employee contributions to retirement funds and health insurance plans.

Bookkeeping Services

A bookkeeping service offers a three-tiered approach to developing and maintaining your company’s overall financial processes and management.

Bank Financing

CPA consulting services to help small business owners to take bank financing. If you are growing your business and you need money, bank financing can be a good option.
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 (281) 861-7718  
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