QuickBooks® Services

Professional QuickBooks® Services by Greg Martinez CPA, Inc

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

All information necessary to set up manual accounting records is also required for setting up and installing QuickBooks on your desktop. This task becomes 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 will you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and installation promptly. Additionally, your accounting employees can receive training on the accounting software to enhance their performance. Get in touch with us today for more details.

How Much Does It Cost?

We first want to learn more about your business and your accounting records before providing you with 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 while setting up QuickBooks:

• Study and evaluate your software and accounting needs.
• Recommend software and hardware requirements.
• Install software, design, and set up a chart of accounts and the entire accounting package, including payroll, accounts receivable, inventory, accounts payable, etc.
• Determine your QuickBooks starting date.
• Load your chart of accounts and balances as of that starting date.
• Prepare 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.
• Enter your outstanding accounts receivable and accounts payable details as of your starting date.
• Enter your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
• Print a trial balance as of your starting date and compare it to your trial balance from your old system.
• Enter your transactions since your starting date into QuickBooks.
• Train the client or client staff in the use of the software to meet their accounting, management, and tax needs.
  
• These adjustments enhance the flow and clarity of your text.

Don't miss out on these benefits. Contact us today to get started.

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.