“Hassle Free” QuickBooks Setup
Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!
It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.
Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.
When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…
- review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
- determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
- prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
- enter any transactions as of your start date into the QuickBooks system.
- train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
- follow up training to make sure the system is working seamlessly for your business.
- monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.
Ready to come in for an appointment?
Our schedule is very full…but if you call us at 215-997-8270 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
What our Clients are saying
I met Mike Sexton through our longtime Accountant, Mike Kornfeld. Our accountant is retiring and brought in Mike Sexton so there would be some time for both of them to work with us and have a smooth transition next year. Mike is very knowledgeable. He is professional and still friendly. He helped me with a very sophisticated personal tax issue that will result in a substantial savings for me. I look forward to working with Mike Sexton on both business and personal matters. – Larry SchwartzSubstantial Savings
“It’s my honor to recommend Mike Sexton for all of your accounting needs. I’ve worked with Mike for years and can’t say enough about the level of detail and attention he gave me as a client. He’s also been great to some of the small to mid size business owners I’ve sent his way. Mike Sexton is a staple in the Bux-Mont community and you should give him the opportunity to earn your business.” -Bryan FlanneryCan’t Say Enough