Stay updated on all areas of tax filings and business processes affected by COVID-19

Learn more

Accounting System Setup

Upset young woman asking for help in paying bills Mortgage home or business finance problems

The key to a powerful software program is in the initial setup

Here is how we can help you:

Initial set up

We can help you select the right QuickBooks® product for your business and whether you need QuickBooks Desktop or QuickBooks Online.

Let our experts guide you through the process of proper installation and set-up to avoid problems down the road.

Conversion to QuickBooks® from another accounting system

We can look at your current accounting program and advise you on timing and ability to import transaction data.

We can import your customers, vendors, employees, and chart of accounts into QuickBooks without having to rekey.

Analysis of your current set up

We can look at your current set up, discuss any issues you are experiencing, and set up a plan to improve your efficiency and secure your system using date locking and passwords.

This can include setting up Bank Feeds to import bank & credit card transactions, using Accounts Receivable and Accounts Payable, and fixing problems with your chart of accounts.