Setting up new QuickBooks accounts!

Are you new to QB, are you cautious about how to set up your own QB account.  Then take a deep breath, e-mail me and let me help you set it up correctly.

The QuickBooks QB user interface appears a simple app, while underneath it is a very sophisticated program with many accounting features. Utilizing these ‘Bells & Whistles’ adds more value.

As a salesman selling you QuickBooks products, from my 2 1/2 months combing thru QB, I will be honest it’s a much better program when it’s set-up correctly and thoroughly.

The QB profile you will use will be custom tailored to your specific business needs, making sure every ‘Bell and Whistle’ is utilized to make sure your experience runs much smoother. Letting you focus more on your businesses day-to-day activity.

QuickBooks Co-pilot

One of the jobs of a bookkeeper is like being an airline co-pilot.  You the business owner, the captain with your focus on flying the aircraft, meaning running your business.  I’m your co-pilot, watching the gauges, monitoring how the your business is performing month-to-month throughout each year.

Monitoring Balance Sheet, Income Statements, Cash-flow, Retained earnings.  These four financial statements are the primary gauges to monitor the financial health of every business. Every business ratio used by (accountants, bankers, and investors), are generated using these four financial statements.

Financial Advisor – A bachelors’ degree in business, finance and accounting means having educated eyes watching those gauges, understanding those complicated accounting formulas and ratios.

QuickBooks Services

  • QuickBooks Initial Set-Up  
  • QuickBooks Monthly Bookkeeping
  • Bank Reconciliation
  • QuickBooks Clean-up