QuickBooks seems like it was designed for the lay business owner to understand, however, in my experience, the initial setup and installation must be done correctly in order for future information to be accurate.This task is made even more complicated if you:
- switch from manual accounting operations (MS Excel or even paper) to QuickBooks in the middle of the year.
- Which accounting method will you use?
- What chart of accounts do you need for your business?
- Do you need Classes? (Columns for business segments)
- How do you handle beginning balances?
These are the types of things we go through when setting up your accounting system in Quickbooks. For most situations this is a fixed price, if more complex, we can do hourly as well.
Please contact us to see if we’re the right partner to set you up on Quickbooks.