Larned S. Whitney, MBA, CPA
Business Development Group

1021 First Street, Suite 4
Benicia, CA  94510
phone: 707.745.5991
fax: 707.745.5995

Helping People Achieve Success in Business

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QuickBooks® Services

QuickBooks Setup

Although QuickBooks is designed for ease of use the initial setup and installation must be done correctly in order for future information to be accurate.

All the information necessary to setup manual accounting records is also necessary to setup and install QuickBooks. Do not worry if you have to 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?

We 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 a price.

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 can provide during your QuickBooks setup:

  • Study and evaluate your accounting needs.
  • Install the software.
  • Design and set up the chart of accounts, which includes all your assets,   liabilities, equity, income and expense accounts.
  • Set up Payroll
  • Help you determine your QuickBooks starting date
  • Input balances as of that starting date
  • If you want to take advantage of having QuickBooks maintain your inventor we can show you two different methods to accomplish this.
  • 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
Help reconcile QuickBooks to your previous accounting system.

QuickBooks Training