Whitehouse, OH CPA/PFS, CTC / Tax-Free Tax Coach
 
 
 
 
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With the introduction of low-cost PC's and accounting software, many business owners have decided to "go it alone." Although one of my main philosophies is to empower the client, with this one area, it has been my experience that the old adage applies "you can pay me now, or pay me later."

Before you make an accounting software purchase, you should consult with us. We can recommend the best software for your individual business needs. We can secure the purchase, set-up your accounting correctly and train you and/or your bookkeeper. This way you are up and running efficiently in a fraction of the time. This allows you to concentrate on making money.

I know the software companies make it sound idiot proof, and your pride and money are at stake. But believe me, you can save your pride, money and time and have peace of mind by calling us first.

Feel confident that you have set your books up correctly and are achieving the full potential of the program. Take a second to answer the following questions:

Yes No
___ ___ Do you have an accountant qualified in accounting and business consulting?
___ ___ Did your accountant suggest and recommend a software package for your needs?
___ ___ Has your accountant helped you in setting-up your software?
___ ___ Do you feel comfortable in calling your accountant about questions regarding everyday operations of your software?

If you answered no to any of the above, then answer yes to my services!

Yes! ___ Do you want to work smarter?
Yes! ___ Do you want to feel confident that your records are accurate?
Yes! ___ Do you want to maximize the full potential of your investment?
Yes! ___ Do you want to save time, money and headaches?

If you agree and answered yes to any of the above questions, please call me for a free consultation. I provide on-site and off-site consulting. I can help you learn the software the way it was designed. I can teach you how to:

  • Set up your company
  • Time and cost tracking
  • Work with lists
  • Inventory
  • Invoicing, customer and job tracking
  • Payroll
  • Check writing and printing
  • Budgeting
  • Entering and paying bills
  • Estimating
  • Financial reporting
  • Customizing reports and MUCH MORE!

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.

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