QuickBooks Setup

QuickBooks Expert in Stevenson Ranch, CA

Our firm serves the Santa Clarita, Newhall, Valencia and surrounding areas a quickbooks assistant and expert.

Due in large part to its straightforward interface, QuickBooks has quickly become the go-to software for many business owners looking to take their bookkeeping in-house. However, as with traditional bookkeeping systems, the accuracy of your financial information depends on proper setup. To avoid the potentially expensive book-cleaning services that can result from incorrect entries, the professionals at John E. Bennett, CPA in Stevenson Ranch, CA help you implement QuickBooks properly.

Professionally-Aided Start-Up

When working with you to implement QuickBooks, John E. Bennett, CPA will provide you with comprehensive assistance, from the initial installation to transferring over your physical books. Our setup services will help you to establish:
  • Which accounting method to use
  • What chart of accounts are necessary
  • How to handle beginning balances
  • How to transfer accounts mid-year
Our Stevenson Ranch, CA professionals will help you to digitize your books, ensuring continually accurate records and overcoming the significant barriers these tasks can present to proper bookkeeping After the initial process of setting up QuickBooks, John E. Bennett can provide your business with the training necessary to allow you to utilize this program to its fullest extent. 

Implementing QuickBooks

When transferring your bookkeeping to QuickBooks, our Stevenson Ranch, CA firm takes into account several considerations to ensure your business’ needs are adequately met. Intuit has developed a variety of QuickBooks programs, each capable of serving the needs of businesses small and large. We help you to understand which version QuickBooks is most appropriate for your business. In addition, John E. Bennett, CPA will make sure your computing hardware and software meet the minimum requirements. 
The QuickBooks set up services we offer will show you how to properly:
  • Enter transactions
  • Enter ending bank statements and balances
  • Enter accounts receivable
  • Enter accounts payable
Once QuickBooks has been properly implemented, it will be easier to use monthly or quarterly data for tax preparation and management reports. You will also more easily record transactions with QuickBooks and receive an improved level of accountability. 

Ready to Learn More? Contact John E. Bennett, CPA

To learn more about the advantages that QuickBooks offers your business or to begin digitizing your business’ records, contact our Stevenson Ranch, CA firm today. With the help of John E. Bennett, CPA, your business will be on its way to secure digital books with more easily recorded transactions. 

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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