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Farmington, NM CPA Firm | QuickBooks Setup Page | Risley CPA, PC
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QuickBooks Setup

Call Us: (505)325-5156
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We offer a broad range of services for business owners, executives and independent professionals. Please call us for a free initial consultation.

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QuickBooks Setup

QuickBooks Setup


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 - 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 accounts 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 and 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 date into QuickBooks
  • Train your staff in the use of software to meet your accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure you are "on the right track".
  • Monthly, quarterly or annual review of your QuickBooks data to assist in tax preparation and management reports.

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Texas Board of Public Accountancy Member of AICPA National Association of Certified Quickbooks Advisor National Directory of Tax Professionals New Mexico CPA Society QuickBooks Certified ProAdvisor - QuickBooks Certification QuickBooks Certified ProAdvisor - QuickBooks Online Certification
Risley CPA, PC 2705 Rabbitbrush Dr. Farmington, NM  87402
Phone: (505)325-5156 | Fax: (505)327-5007
info@risleycpa.com
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