OUR SERVICES
QuickBooks Setup & Training
Whether you are starting from scratch or migrating your current accounting system to the powerful QuickBooks Online (QBO) system, the first step to success is to build an informed game plan. Let our professionals help you organize your thoughts and address any outstanding needs to ensure the best possible outcome by leveraging accounting’s best practices.
With your new system in place, Tucker Scott CPA can then provide ongoing training to your accounting employees to help you achieve maximum results and peak performance for your business.
How Much Does It Cost?
We work with many small business owners and our rates are designed to fit the budgets of our clients. Once we help you get QuickBooks set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. We also provide follow-up training to ensure you are “on the right track.” Periodically, based on your needs, we also will review your QuickBooks data to assist in tax preparation and management reports.
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
- Training client or client staff in use of software to meet their accounting, management and tax needs
Why choose Tucker Scott’s one-on-one attention instead of taking a class?
Our clients benefit from the full service and expertise of experienced tax assistance by one of our professional CPAs.
- 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.
