“Hassle Free”
QuickBooks
Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

  • review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • enter any transactions as of your start date into the QuickBooks system.
  • train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • follow up training to make sure the system is working seamlessly for your business.
  • monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Using KPI’s For Your MARKETINGCITY Business

Being able to reasonably forecast upcoming problems has become an essential skill for MARKETINGCITY business owners -- but too many are flying blind, or doing "bank balance accounting". Can we help you fix this? Using KPI's For Your MARKETINGCITY Business "It is...

What To Try When Your MARKETINGCITY Business’ Receivables Are Slowing Down

One of my favorite things about what we get to do around here is helping our MARKETINGCITY clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By BUSINESSNAME

How do you make financial decisions for your MARKETINGCITY business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of...

Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions

If you're struggling in your MARKETINGCITY business, and not getting the traction you need, I have a quick thought for you today. Struggling MARKETINGCITY Businesses Should Be Careful With Price Reductions “Despite your best efforts, not everyone wants to be helped....

Measuring Key Numbers In Your MARKETINGCITY Business And Developing Accountability

During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City CompUSA Sears HotJobs Yahoo VoiceStream Wireless Gateway Computers The...

5 Business Mistakes That Can Be Fatal By BUSINESSNAME

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your MARKETINGCITY Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher Mike Tyson once said: everyone has a plan until they get punched in the face. What is your plan for exiting your MARKETINGCITY family business? You need...

A Few Helpful Tips for MARKETINGCITY Businesses to Win at Controlling Costs

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest MARKETINGCITY...

Expense Reimbursement vs Company Credit Cards: What MARKETINGCITY Business Owners Need to Decide

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc. or using a company cc. Oh my MARKETINGCITY readers, I'm going to take you down a little rabbit hole...

Effective Financial Documentation Strategies for MARKETINGCITY Taxpayers

Today’s topic has the benefit of ensuring your MARKETINGCITY "financial fortress" is as airtight as it can possibly be, which has its own advantages. Ah, the wonders of financial documentation... Effective Financial Documentation Strategies For MARKETINGCITY Taxpayers...