Jared G. Johnson, CPA: Certified QuickBooks ProAdvisor
Which accounting
method will you use? What chart of accounts do you need for your business? How do you handle beginning
balances?
When set up properly, QuickBooks is very user friendly and easy to use. The initial setup and
installation
must be done correctly in order for future information to be accurate.
There are many questions that need to be answered appropriately in order to accurately install Quick Books. This can become a complicated scenario especially if this implementation occurs mid-year.
We at Jared G. Johnson, CPA can easily answer all of these questions and complete the initial setup and installation of QuickBooks
in a timely manner. In addition, we will provide training to your accounting employees on the software to enhance
performance.
Additional 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 transactions (since starting date) into QuickBooks
- Train
client or client staff on 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
