Miami QuickBooks | Miami CPA
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Although QuickBooks is designed for a non accountant to use and understand, the initial setup and installation may be frustrating to you and should be done correctly in order for future information to be accurate. We can provide all of the QuickBooks help that you may need.  After the initial set up, QuickBooks accounting software is an easy accounting software to use.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year. Once again, after the set up, its an easy accounting software to use.

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

We  can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance. We have a Certified QuickBooks ProAdvisor  on staff, who is also a CPA,  who is specifically trained in set up,maintenance and is able to help you solve your QuickBooks help problems  and most other types of accounting problems.

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 and evaluate your software and accounting needs.
  • Design your chart of accounts
  • Loading your chart of account and financial statement balances
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system in order to reconcile,determine and adjust the opening balances.
  • Assist in designing and selecting the financial reports that you need to monitor your business

Ongoing Services:

  • Follow up and monitor the software implementation,such as the data input for customer,vendor,employee payroll  and other historical data entry by a Certified QuickBooks ProAdvisor.
  • Monthly, quarterly or annual compiliation of  QuickBooks data to serve as basis for discussion with you and how you are meeting your goals or budget. Since we are Miami accountants we can come to your home,office or company's location to meet with you within approximately 45 minutes, if required.

Compare QuickBooks 2009 Editions

Thank you for reading about QuickBooks. Please feel free to learn more about how our Miami CPA firm can help you.

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