Accurate and timely fiscal information is critical to your success.  A well designed accounting system with defined fiscal processes is how you get there.

As Certified QuickBooks Professional Advisors, we can set up a new QuickBooks system to suit your business while we create the fiscal processes you need to stay in control as your business grows.
 
Although QuickBooks is designed for the non-accountant, the initial setup and installation must be done correctly in order for future information to be accurate.  Which accounting method will you use?  What chart of accounts do you need for your business? How do you handle beginning balances?  We can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.

The chart below contains examples of the level of services and prices we offer.  Your specific needs  and budget will determine the scope and price of your project. 

Build My Fiscal Office

Start-up

Transition

Full Service

Prices Starting at...

$250

$500

$750

Accounting System

Study and evaluate your accounting needs and the key financial levers you need to run your business.  

  

X

 

 

X

 

 

X

 

Design and set up chart of accounts. 

 

X

 

 

X

 

 

X

 

Define and document your key daily, weekly and monthly financial processes.  

 

X

 

 

X

 

 

X

 

Train you in use of software to meet your accounting, management and tax needs.  

 

X

 

 

X

 

 

X

 

Enter your outstanding accounts receivable and accounts payable details as of your start date.  

 

 

X

 

 

X

 

Enter your ending statement bank balances and outstanding checks & deposits in transit as of your start date. 

 

 

X

 

 

X

 

Enter your transactions since your start date into QuickBooks. 

 

 

 

X

 

Payroll System  

Define and document your key daily, weekly and monthly payroll processes.  

Starting at $250

Design and set up payroll system including all federal and state taxes, pay types and deductions.

 

 
Why We Use QuickBooks Online Edition

QuickBooks Online Edition is an online version of QuickBooks, but instead of installing it on your computer, you access and manage your data through a secure, encrypted Internet connection.  Once you're setup, your data resides on QuickBooks remote servers.  With our QuickBooks Pro Advisor discounts, we can provide your QuickBooks subscription for less than it costs to buy and maintain desktop accounting software.  

QuickBooks Online Edition Key Advantages  

  • Access your financial data anywhere, any time. Update your financial records, run reports, and track income and expenses from your home, office, on the road, or anywhere you can access an Internet-connected PC.  
  • Grant access to multiple users. Give employees and your accountant limited access so they can update timesheets, sales, expenses or review the books. No need to invest in a network.  
  • Maintain total control of your data. Decide who has access, what they can see and what transactions they can make.  
  • Protect your data from facility disasters and hardware failures with automatic daily backups and offsite data storage.  
  • Manage financial tasks easily online: Track expenses, write checks, invoice clients, and more.