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When your small business needs a reliable accounting system, only QuickBooks Accounting Software provides you with the right combination of affordability, reporting capability, and user-friendliness. Additionally, it is easy to find qualified QuickBooks operators to meet your current and future accounting needs. See Top 10 Reasons to use QuickBooks
Even though all QuickBooks products are extremely user-friendly, assistance is occasionally needed:
- To Set-up QuickBooks for Initial Use
- To Train Current Operators of QuickBooks on Problematic Postings
- To Audit and Correct Past Postings for the Current Tax Year
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Pick the Way QuickBooks Works Best For Your Business
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QuickBooks Set-up
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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.
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, 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 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.
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. back to top
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QuickBooks Training (One-on-One)
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Once QuickBooks is set-up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
- We come to your location.
- We focus on the individual issues facing your business.
- We will be there to answer your specific questions and concerns.
- No need to spend time on features that don't impact your business!
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QuickBooks On-Site Training
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Let the QuickBooks Certified ProAdvisor come to you. Get the training your staff needs without leaving your office. The program of instruction is identical to the QuickBooks Seminar Training for small groups. Additionally, your operators will be able to raise and discuss their QuickBooks issues with a practical demonstration on how to address and resolve those issues. With proper set-up, CEO Services Group can access your QuickBooks company file and use that file for the practical demonstrations during the training. back to top |
Pre-Paid QuickBooks
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Never Hesitate to Ask a Question!
QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.
Employees in your accounting department will find comfort in knowing an Expert in QuickBooks is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
How much does it cost? Plans start as low as $19.95/mo.
Questions and issues are addressed via phone, via web chat, or via e-mail. A Certified Professional Advisor who specializes in working with QuickBooks will respond with the solution to your problem or question.
Pre-Paid QuickBooks keeps your employees on task. back to top
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QuickBooks Tune-up
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Overhaul your accounting system with a QuickBooks Tune-up.
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Tune-up Topics:
Reviewing your transactions for the year
Cleaning up stray entries
Customizing reports
Balancing general ledger to subsidiary records
Additional personalized training
A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money! back to top
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QuickBooks On-Schedule
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Don't hire a full-time accountant or bookkeeper. Hire a ProAdvisor!
On a periodic basis (weekly, bi-weekly, monthly), a ProAdvisor will post all or some of your QuickBooks transactions during that period. This includes:
- inputting bills from vendors
- invoicing customers
- managing receivables and payables
- reconcile accounts
- prepare finanical performance reports
. . . whatever your business needs. The frequency of the scheduled services depends on the specific needs of your business. back to top |
10 Reasons Why You Should Use QuickBooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here's 10 reasons why you should be using QuickBooks.
- You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
- You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy.
- You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. PC accounting software is truly one of the great bargains in business.
- Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
- You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for Contractors, Retailers, Health Care Professionals, and Non-Profit organizations.
- You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can't go wrong with a software program with such an extensive installed user base.
- You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT.
- You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
- You can easily accept Credit Cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don't have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
- You can pay your bills and bank online. Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online Banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation. back to top
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