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QuickBooks Setup

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 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.

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

A Quickbooks expert at LongSchaefer 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.

How much does Quickbooks setup at LongSchaefer cost? We first want to find out a little more about your business and your financial accounting records before we quote you an exact price. Rest assured that LongSchaefer works with many small business owners and our rates are designed to fit the budgets of our clients.

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 LongSchaefer provides during your QuickBooks setup:

  • Studying and evaluating your software and accounting needs

  • Recommending software and hardware requirements

  • Installing software, design and setup chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determining your QuickBooks starting date

  • Loading your chart of account and balances as of that starting date

  • Preparing of a list of the items that you sell to your customers, including services, inventory parts, non-inventory parts, other charges and sales taxes

  • Entering your outstanding accounts receivable and accounts payable details as of your starting date

  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date

  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system

  • Entering your transactions since your starting date into QuickBooks.

  • Training client or client staff in use of software to meet their accounting, management, and tax needs

Ongoing Services at LongSchaefer

  • Following up training to ensure the client is "on the right track"

  • Reviewing client Quickbooks data monthly, quarterly, or annually to assist in tax preparation and management reports

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"Each person has their own definition of success, our job is really to figure out what that is and help them achieve that." -Ron Schaefer, CPA/PFS