SetUp and Training Services

We provide QuickBooks setup and training for all levels of users.

We can help you to quickly get your accounting records in order and teach you how to use the software to meet standard accounting practices.

QuickBooks offers many robust features and alternatives related to the financial elements of your business.  The initial QuickBooks implementation is critically important which, if done right, will avoid costly rework at a later date.  We can help you tailor QuickBooks to your business needs. We have customized the setup for many clients in many different industries. Our customized setups will blend your paper flow, staff abilities and information requirements into the QuickBooks software to satisfy your needs and the needs of all your users. We will then train your staff on the specific tasks and procedures that are now tailored to your business needs.

We offer on-site or remote (via Internet) expert consulting and staff training. We will customize the training to meet your specific needs. In addition, we can provide periodic reviews to ensure everything is running smoothly and the software is being used to its full potential.

QB Works will work closely with your CPA to make sure all your accounting requirements are met. 

Key Benefits

• Avoids the investment of your valuable time trying to develop the best set-up for your business
• Your set-up is developed by someone who can see the whole picture and understands what features will work best for you (and which ones won't)
• Get the reports that you need to run and understand your business.  A properly implemented business can take full advantage of the QuickBooks report capabilities
• Eases the burden and hassle of translating your businesses financial records to your tax accountant. 

Typical implementation and training will include some or all of the following:

• Design and implement the chart of accounts
• Input beginning balances as of a determined start date
• Customers and accounts receivable
• Vendors and accounts payable
• Sales and inventory
• Budgeting and job costing
• Payroll
• Bank and credit card reconciliations
• Customized reports

You Can Take Advantage of the Diversity of My Client List... Here's a Small Sample:

• Automotive Sales/Repair
• Computer/Software
• Construction/Contractors
• Consulting
• Design/Architecture/Engineering
• Financial Services
• Insurance/Brokerage
• Lawn Care/Landscaping
• Legal
• Manufacturing
• Medical/Dental/Health Services
• Non Profit
• Property Management
• Real Estate/Developer
• Retail
• Salon/Beauty
• Telecommunications
• Transportation
• Wholesale Distribution
• and many others