We begin all set-ups with an exclusive Confidential Business Analysis. We ask you the right questions to determine things you like and dislike about the system you currently have in place. What are your goals and what do you need to achieve? What information do you want to gain? Beyond a standard profit and loss report, what other kinds of information will help you be more successful? Are your marketing dollars paying off? Do you know which referral sources are pulling in clients? Are referral patterns apparent? No more relying on hunches - you will be able to know immediately where to focus your time and money.

Every business is unique. QuickBooks can be especially tailored to your business. Setting up QuickBooks or QuickBooks Pro properly is essential to future smooth accounting operations.

Our Services Include:

Set Up, Training and Troubleshooting QuickBooks

  • On-site Software Set-up, Training
  • Software Support & Troubleshooting
  • Monthly and Quarterly QuickBooks check-up plans
  • Understand Reports and How to Interpret the information
  • Review client-generated books
  • Bookkeeper Theft Prevention Advice and Procedures (for Business Owners)
  • Customized Bookkeeping Procedures & Reports
  • Job Costing
  • Budgeting
  • Cash Flow Projections and Cash Flow Management

To begin the set-up process call 619-249-7257. Or email us at qbteam@qbexpert.com


 
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