A2D Bookkeeping
A2D Bookkeeping
QUICKBOOKS SERVICES
QuickBooks Set-Up
Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right!
Although I tailor each engagement to each client’s needs, here is a list of some of QuickBooks Set-Up services that I offer:
- Assess accounting and reporting requirements
- Establish hardware and software specifications
- Install the accounting software
- Design and implement the chart of accounts, loading balances as of the start date
- Record outstanding accounts receivables and payables
- Enter ending statement bank balances and outstanding checks, deposits
- Enter transactions since the start date
- Compare trial balances from the old and new systems to ensure that all data was transferred correctly
QuickBooks Training
Whether you’ve engaged me to help with your implementation or you simply need a refresher course on the system, I can provide training on using QuickBooks to manage your business. I conduct sessions at your location and adapt the course content to your set-up and business issues. [No need to spend time on capabilities that you won’t use!] I’ll spend as much or as little time as you need on each topic, and respond to any questions and concerns you have.
QuickBooks Tune-Up
A QuickBooks Tune-Up is a great way to prepare for tax time, an important meeting, or a periodic review of your business strategy. In a few short hours, I can review transactions, clean up stray entries, balance the general ledger to subsidiary ledgers, and adjust the chart of accounts to reflect changes in your business model. A Tune-Up can help you make better decisions, minimize the ill-effects of undetected errors, and keep money flowing in the right direction.
A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!
QuickBooks Answers
When folks find QuickBooks baffling, it’s generally not because they haven’t mastered the mechanics of using the system. It’s because they’re facing an unusual transaction that doesn’t quite fit the patterns with which they’re familiar. Fortunately, I am just a phone call or email away. For a nominal fee, I will provide an answer to your problem or question, usually within 24 hours. QuickBooks Answers are money-back guaranteed.
Buy QuickBooks and Save
I can save you money on your QuickBooks purchase! Not sure which version is right for you? Below is a brief snapshot of each package.
QuickBooks Simple Start
Organizes your business finances and customer information. Creates professional invoices, and tracks sales and expenses. Provides reliable records at tax time. Easy to set-up, learn, and use. No accounting experience necessary.
QuickBooks Pro
Includes all basic QuickBooks features plus a wealth of customization options (e.g., form templates). Provides one-click budgeting. Handles job costing and time tracking, allowing for multiple estimates per job. Can assign different price levels for different customers. Shares customer, vendor, inventory, and/or financial data with 100+ popular business applications (e.g., Word, Excel, Outlook, ACT!) at user’s option.
QuickBooks Premier
Includes everything in QuickBooks Pro plus tools and features to measure your financial performance against industry benchmarks, and make expert recommendations to help you improve it. Builds business plans and forecasts. Provides advanced sales order tracking and inventory management (components as well as finished goods).
QuickBooks Retail: Point of Sale (POS)
Transforms your PC into a cash register. Records sales, and captures customer contact information along with items purchased. Tracks inventory so you don’t have to do manual counts. Integrates with vendor-tested point of sale devices (e.g., receipt printer, cash drawer, bar code scanner, credit card swipe).
QuickBooks Premier: Contractor's Edition
Includes everything in QuickBooks Premier plus contractor-specific capabilities. Simplifies accounting, estimating, invoicing, and job costing for general contractors, subcontractors, and specialty trades. Documents and tracks change orders. Progressively bills clients by job phase. Provides Cost to Complete Job reporting. Analyzes profitability by job.
QuickBooks Premier: Professional Services Edition
Includes everything in QuickBooks Premier plus capabilities specific to professional services. Supports custom billing rates by employee or job. Provides custom templates for proposals, and turns proposals into invoices with one click. Manages customer payments; handles retainers and escrow accounts. Delivers keen insights on the firm’s operations using an array of professional services reports. Provides access to contact information, balances, and transaction histories for any client in one window.
QuickBooks Premier: Manufacturing and Wholesale Ediiton
Includes everything in QuickBooks Premier plus capabilities specific to manufacturing and wholesale. Tracks inventory and sets optimal inventory levels. Automatically deducts raw materials used during the manufacturing process from inventory; adds final product to finished goods. Includes both material and non-material costs, such as overhead, labor, and raw material costs, in your Bill of Materials. Creates customized pricing levels. Manages sales order fulfillment based on criteria that you specify. Tracks profitability by product.
QuickBooks Premier: Nonprofit Edition
Supports general accounting capabilities such as bookkeeping, invoicing, and billing PLUS additional nonprofit-specific features to track donations, pledges, and grants. Allocates expenses to specific grants and programs. Creates required reports for funding agencies, government agencies, and board of directors. Provides data to support Form 990 filings.
QuickBooks Online Edition
Access and manage your accounting services and data through a secure, encrypted Internet connection from your home, office, or other location. Create access controls for multiple users to specify what they can see or do on the system. Enjoy automatic data back-up daily and secure off-site data storage.
Contact me to discuss your accounting needs and purchase the solution that’s right for you.
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