We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.
Choosing the right version of QuickBooks
We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.
Setting up your QuickBooks File
We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs. $250 Includes:
Training on Posting Transactions
We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.
On Site or Off Site Training
We can come to you or you can come to us for one on one training. The following lessons are available and average approximately 30 minutes each. You may pick and choose which lessons you think would be more beneficial to your situation. Please contact us for pricing. Includes handouts and sample file to practice on.
Lesson 1: Getting Started
Lesson 2: Setting Up QuickBooks
Lesson 3: Working With Lists
Lesson 4: Working With Bank Accounts
Lesson 5: Using Other Accounts in QuickBooks
Lesson 6: Entering Sales Information
Lesson 7: Receiving Payments and Making Deposits
Lesson 8: Entering and Paying Bills
Lesson 9: Analyzing Financial Data
Lesson 10: Setting Up Inventory
Lesson 11: Tracking and Paying Sales Tax
Lesson 12: Doing Payroll With QuickBooks
Lesson 13: Estimating and Progress Invoicing
Lesson 14: Tracking Time
Lesson 15: Customizing forms and writing QuickBooks Letters
Making Corrections to Your Existing QuickBooks File
We can look over your QuickBooks file and analyze it. We will then provide you with an analysis of what needs to be corrected along with an estimate of the time/cost to make the needed corrections. $95 for the initial analysis, then the hourly rate to make the corrections.
Send us an e-mail or call us today at 281-664-0250 and ask for Donna Edge to discuss your QuickBooks accounting needs with an experienced Houston CPA.