SERVICES

"Wisdom is the power to put our time and our knowledge to the proper use."

- Thomas J. Watson

SYSTEMS DESIGN &

sETUP

  • QB product decision guidance

  • Custom crafted Chart of Accounts

  • Software installation, user IDs, preferences

  • Chart of Accounts upload

  • Import customer and vendor data

  • Create inventory item and service item lists 

  • Tailor invoice templates

  • Set-up online banking

  • Enter beginning balances for current fiscal year

sYSTEMS iMPROVEMENT

  • Compare current QB version to business accounting needs

  • Provide software conversion if necessary

  • Chart of Accounts evaluation and modification 

tRAINING

Individualized QB training for business owners and bookkeepers as needed in the following areas:

  • Customer setup

  • Vendor setup

  • Create new inventory/service items

  • Invoicing and accounts receivable

  • Bills and accounts payable

  • Employee data and payroll management

  • Perform periodic QB backup 

Ongoing Services & Support

 

(a brief summary)

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