QuickBooks: How Can David Mills CPA Help?

QuickBooks is a popular tool for businesses to use for payroll, receivables, payables, and inventory. It may be an “easy” tool, but that does not mean that learning that tool is easy. You want to get as much out of your service as possible, and that’s where we come in. We are a QuickBooks Pro Advisor, so we have the skills, knowledge, and experience to teach you how to successfully utilize QuickBooks for your business. We are available to install QuickBooks, train your team, and offer support when necessary.

Installing QuickBooks for your Business

We offer installation services for QuickBooks. It may sound silly for someone else to install your program, but trust us, there’s more to QuickBooks than meets the eye. For example, we can help you by:

quickbooks

  • Ensuring we understand your company and goals.
  • Ensuring your computer hardware can effectively run QuickBooks.
  • Installing the software, design, and set up the chart of accounts.
  • Setting up payroll, receivables, payables, inventory, and other needed features.
  • Determining a start date and loading beginning balances.
  • Entering your outstanding checks and deposits as well as other items affecting your bank statement so you’ll be able to complete bank reconciliations through the software.
  • Preparing a trial balance to ensure correct numbers as of the starting date.

Once QuickBooks is installed, we are also there to walk your team through training. We use your business’ actual data, not generic data, so your team will be familiar with your business’ values. We come to your location for training, so there’s no need to travel. You also don’t need to worry about your team reaching information overload. We train in short sessions; about 2-3 hours. We’re happy to provide any answers we can to your questions and give any information we can on how QuickBooks best suits you and your business. Best of all, we provide support by phone, as well as on-site. For training questions, we can remotely log in to your computer to show you step-by-step the answer to your problem. Contact us today for QuickBooks installation, training, and support.