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Company File Setup

Just getting started in QuickBooks and not sure where to begin? We can help! Not every company file is the same; each is unique to the type of business you are running and the income and expenses that you have.

We can answer questions like:

  • Which accounting method should I use? Cash or accrual?
  • Which accounts should I use for my chart of accounts?
  • How do I enter beginning balances?
  • How do I enter my employees, vendors, and customers?
  • How do I enter items and pricing?

After your company file is set up, we can also train you on how to use QuickBooks.  Contact us today for more information about QuickBooks Training.

Setting up your company file correctly from the beginning will save a big headache at tax time!


bullet.jpg Accounts Payable (A/P) – processing & paying all invoices 

bullet.jpg Accounts Receivable (A/R)  - processing & tracking customer payments 

bullet.jpg Reconciliation of bank and credit card accounts 

bullet.jpg Prepare 1099 Forms for your contractors 

bullet.jpg Job costing – Determine your profit & loss by job or customer

bullet.jpg Accounting system analysis and installation

bullet.jpg Month and year-end closings 

bullet.jpg Financial reports preparation - Balance Sheets, Cash Flow, Profit & Loss Reports 

bullet.jpg QuickBooks™ Catch-up service 

bullet.jpg Sales receipts processing 

bullet.jpg QuickBooks™ installation and repair 

bullet.jpg QuickBooks™ Company file setup / File Migration

bullet.jpg General Ledger / Journal Entries 

bullet.jpg CPA Referral Service 

bullet.jpg Procedure & Process Development  

bullet.jpg QuickBooks™ Monthly Support Plans Available