You get a secure, password-protected portal to store and access your important financial documents from anywhere at any time.
Our tax worksheets & client questionnaire will help you to gather and organize your specific tax information.
Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to set up manual accounting records is also necessary to set up QuickBooks. This task is even more complicated if you switch from manual accounting operations to QuickBooks 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?
As with any accounting software program, installation and training take some time but you'll be up and running before you know it. We have found many benefits come with using QuickBooks Online (QBO) and would be happy to help get you started with the software.
For training on initial setup and what comes next, you can set up a one-on-one personal training session through our Appointments page.