Grossman & Associates, P.C.
is a QuickBooks ProAdvisor and Point Of Sale (POS) Certified Certified
, we setup and install QuickBooks Pro Software and Train and Consult
Users of QuickBooks Point Of Sale (POS) in Philadelphia, Montgomery
County, Delaware County, Chester County, Bucks County and Southern New
Jersey.
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 away from managing a 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
- 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 assistance 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.
QuickBooks Setup