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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?

An expert 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 it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work 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 we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date
  • Preparation of a list of the items that you sell to your customers. This list includes 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 & 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 dates into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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Most commonly looks like, "can I deduct my home, can I pay my children, should I buy equipment, should I track mileage, etc." This is a service that is sometimes addressed by phone calls to the office and/or emails. Often times it's with an associate or staff member in our office. It can also be something addressed and finalized in an annual office meeting. Different strokes for different folks, but we are capturing what "most" business clients are availing themselves of in this area.
Includes Federal and State vouchers based on safe harbor provisions of estimated tax payments. It uses prior year data to help avoid interest and penalties. It is worked on during your 2018 tax prep meetings.
Common in our practice. Many of our business client owners want us to run projections, using very detailed versions of what they think their personal return will look like, in it's entirety. Most commonly done in our office, with a tax manager or myself.
Most commonly looks like a before and after dog and pony show that illustrates the benefits of making retirement contributions and more importantly, structuring a plan for funding the contribution over a more manageable time frame.
The corporate fee includes all applicable schedules including partner K-1s.
We include one owner tax prep and for any additional owners we would offer a bundled fee of 75% of full price.
Our Valued Price Agreements allows our clients to lock in monthly, quarterly or annual billings that even out cash flow.
It is not a popular service within our firm because of a number of online tools but we do offer it at $75 per filing period (monthly, quarterly etc.). We have empowered our clients to take this role on themselves but we are happy to address in our annual office meeting.
We took time to review our previous billing methods, and to better serve our corporate level clients, have embraced a method that allows us to fix our annual fees. That method is based on the value of those services and the costs we incur, providing them.
Individual returns start at $550 and includes Schedule A, B 2441(Child Care Expenses) and one state return. Any additional schedules range from $50 - $100.

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