User-friendly software still needs a professional start.
Although QuickBooks is built to be approachable, proper initial setup is critical to getting accurate, useful numbers out of it later. A chart of accounts built the wrong way, or a starting date chosen without a plan, can cause headaches for years after the fact — long after it feels too late to start over.
We study and evaluate your software and accounting needs first, so the setup fits how your business actually operates rather than a generic template.
What our setup includes
- Install the software, design and set up a chart of accounts and your entire accounting package
- Determine the right starting date and load your chart of accounts and balances as of that date
- Evaluate the accounting method that fits your business
- Enter historical balances and transactions accurately
- After setup, help you customize QuickBooks specifically for your business — including integrating third-party invoicing or bill-pay software
- Follow-up staff training so your team can use the system confidently from day one
Installation and training take real time to do well, which is exactly why most owners bring in a professional to complete it correctly and efficiently rather than learning by trial and error.
A clean start with QuickBooks pays for itself the first time you pull an accurate report.