We offer new file set-up in all versions of QuickBooks®, Clean-Up of QB® files, training of your personnel in the proper use of QB®, preparation of Sales Tax forms, and preparation of Quarterly Payroll Reports.  We also work with owners in the interpretation of their Balance Sheet, Profit and Loss Statement and Financial Reports.

Initial one time QuickBooks® Pro & Premier set-up includes:

  • Set up Company Information and Preferences
  • Creation of numbered Chart of Accounts
  • Owner/Equity Section
  • Customers/Jobs – 5 customers with addresses, phone & terms
  • Vendors – 5 vendors with addresses, phone & terms
  • Items list & Sales Tax codes – Maximum of 5 to 10 items with proper account designations
  • Additional assistance is available, if desired.