Quickbooks SetUp

Quickbooks Set Up - Peoria Bookkeeping

Quickbooks set up & installation must be done correctly in order for future information to be accurate. All information necessary for Quickbooks set up manual accounting records is also necessary to setup and install QB on your desktop. This task is even more complicated if you switch from manual accounting operations to QB in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner.

At this point, you may well be asking yourself a much more basic question; Should I hire an in-house bookkeeper or should I hire a professional bookkeeping firm?

How Much Does It Cost?

We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

Contact Us to get a "ballpark" estimate of your monthly fee.

As with any accounting software program, installation and training take time - time taken away from managing your business. Here's a short list of the services we provide during your QuickBooks setup:

  • Study & evaluate your software & accounting needs.
  • Recommend software & hardware requirements.
  • Install software, design & set up chart of accounts & entire accounting package.
  • Determine your QuickBooks starting date
  • Load your chart of account & balances as of that starting date
  • Prepare a list of items you sell to customers: services, inventory & non-inventory parts & sales taxes.
  • Enter outstanding accounts receivable & accounts payable details as of your starting date
  • Enter ending statement bank balances & outstanding checks & deposits in transit as of your starting date
  • Print a trial balance as of your starting date & compare it to your trial balance from your old system
  • Enter your transactions since your starting dates into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management & tax needs.

Ongoing Services:

  • Follow up training to ensure that your business is "on the right track".
  • Monthly, quarterly or annual review of QuickBooks data to assist in tax preparation & management reports.


Step Up to a True, One-on-One, Professional Bookkeeping Service

Contact Us to sign up with HK CPAs Bookkeeping

You can also directly email us at jim@h-kcpa.com or renee@h-kcpa.com

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