QuickBooks® Set Up

• Meet with client to discuss business reporting needs and bookkeeping/operational resources
• Establish contact with client’s CPA or recommend CPA (to ensure records provide adequate information for tax preparation and follow CPA’s guidelines)
• Review entity legal status for proper recordkeeping
• Educate key stakeholders about bookkeeping fundamentals
• Develop and integrate bookkeeping and operational processes customized to the client’s resources and needs
• Purchase QuickBooks® software if needed (receive ProAdvisor’s® discount off retail price)
• Software installation and registration
• Customize file set up to meet business’s needs and resources
• Create customized forms to include client logo
• Assist with hiring a bookkeeper or support person as needed
• Train client on new processes and/or QuickBooks® functionality

QuickBooks® Clean Up

• Meet with client to discuss business reporting needs and bookkeeping and operational resources
• Establish contact with client’s CPA or recommend CPA (to ensure records provide adequate information for tax preparation and follow CPA’s guidelines)
• Review entity legal status for proper recordkeeping
• Review file set up and correct as needed
• Customize file set up as necessary to meet business’s needs and resources
• Review file for financial accuracy
• Work with client to clean up data
• Identify bookkeeping inefficiencies and implement improved processes
• Educate key stakeholders about financial recordkeeping fundamentals
• Assist with hiring a bookkeeper or support person as needed
• Train client on new processes and/or QuickBooks® functionality

QuickBooks® Training

• Create customized QuickBooks® training session based on clients needs, minimum 4 hour session
• Train client on bookkeeping processes and/or QuickBooks® functionality

New Business Set Up

• Meet with client to discuss business reporting needs and bookkeeping/operational resources
• Establish contact with client’s CPA or recommend CPA (to ensure records provide adequate information for tax preparation and follow CPA’s guidelines)
• Review entity legal status for proper recordkeeping
• Identify proper QuickBooks® software for client needs
• Educate key stakeholders about financial recordkeeping fundamentals
• Develop and integrate bookkeeping and operational processes customized to the client’s resources and needs
• Help establish business bank account or merchant account if needed
• Help establish sales tax permit and educate client on basics of sales tax requirements
• Provide information regarding basic payroll tax requirements
• Purchase QuickBooks® software if needed (receive ProAdvisor’s® discount off retail price)
• Software installation and registration
• Customize file set up to meet business’s needs and resources
• Create customized forms to include client logo
• Train client on new processes and/or QuickBooks® functionality
• Assist with hiring a bookkeeper or support person

Interim Controller Services

• Establish contact with client’s CPA or recommend CPA (to ensure records provide adequate information for tax preparation and follow CPA’s guidelines)
• Review entity legal status for proper recordkeeping
• Educate key stakeholders about financial recordkeeping fundamentals
• Develop and integrate bookkeeping and operational processes customized to the client’s resources and needs
• Assist with hiring bookkeeping and clerical personnel
• Bookkeeping staff assessment, training and development
• Train client on new processes and/or QuickBooks® functionality
• Assist with and implement all related bookkeeping processes
• Identify bookkeeping inefficiencies and implement improved processes
• Act as liaison between business and CPA
• Provide primary contact point for CPA, lawyer, financial institutions and key vendors
• Work with financial institutions to establish lines of credit
• Develop month-end closing processes that ensure integrity of financial statements
• Prepare year-end financial statements and work with CPA to ensure timely and accurate completion of tax returns
• Present financial statements to key stakeholders, board members or auditors as needed

Other Services:

• Computer workstation installation and setup
• Server installation and setup
• Office Network setup and installation
• Custom web sites
• Custom web applications
• Search Engine Optimization for web sites