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Quickbooks Consulting

Quickbooks Consulting and CPA Services in Desoto County

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.

Quickbooks consultant helping with somftware adjustements.

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

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.

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.

Services we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs and recommend software and hardware.
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that 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

Ongoing Services:

  • Follow up training to ensure the software is “on the right track”.

Questions or Comments?

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