Saturday, February 23, 2019

Corporate Line: (909) 621-3023
Fax Line: (909) 621-4272




Quickbooks Services

QuickBooks is a great software program to help manage your business accounting. As with any accounting software program, initiating a new program, pursuing installation, and providing training requires an abundant amount of time and Intuit QB Propreparation. Although QuickBooks is designed to be easy to use and to understand, the initial set-up, installation, and implementation must be done in such a manner that will set precedence for future transactions. We provide the following QuickBooks services to small and midsized companies.

  • Accounting "clean up" of Quickbooks
  • Review and evaluate client’s particular accounting needs
  • Provide recommendations for software and hardware requirements
  • Install software and set up chart of accounts (add accounts, employees, customers, vendors, etc.)
  • Prepare a list of inventory or services, including charges and sales taxes (if applicable)
  • Provide QuickBooks training to ensure that all users know how to properly operate the software specific to your business needs
  • Establish commencement date of QuickBooks implementation
  • Enter all outstanding bills, accounts receivable, and transaction details as of date of commencement
  • Provide ongoing advisory services to ensure adequacy and efficiency of software
  • Provide monthly, quarterly, and/or annual review of payroll summaries, bank accounts, and financial statements, as required


Should you be interested in implementing QuickBooks software in your business, please give us a call so we can schedule an appointment to discuss your particular financial needs.


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