accountingOur clients come to us for:

  • New client evaluation and technology checkup
  • Set-up information including preferences, chart of accounts, and opening balances
  • Establishing customer, vendor, and other name lists
  • Entering products and services items including descriptions, price points, tax requirements, reorder points, units for measurement, and inventory adjustments
  • Customizing features like: forms, templates, reports, reminders, and memorized transactions
  • Reviewing and entering historical transactions since start date
  • Evaluating and setting-up current payroll system
  • Learning about additional services and integration (merchant accounts, online services, etc.)
  • General Bookkeeping and QuickBooks functions like printing checks, invoicing, entering and paying bills

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