Fort Lauderdale QuickBooks Accounting
As Certified QuickBooks ProAdvisors we provide support on all phases of QuickBooks to make your accounting/bookkeeping life easier. We have the skills and knowledge to install, setup, train and support our clients who use QuickBooks.
Your accounting system should not only do your bookkeeping, but it should be a tool to help you manage your business. We understand the bookkeeping challenges you face and know that keeping accurate records is vital to your business success.
When you sign on as our business client, we'll make sure you get the right version of QuickBooks and that it's configured properly. We'll perform the initial setup including mapping accounts and creating templates for professional looking invoices so you can get paid more quickly. With QuickBooks tracking your financials throughout the year, you won't spend hours organizing paperwork and receipts at tax time. Instead, we'll use the information QuickBooks supplies to prepare and file your taxes with minimal input from you.
QuickBooks Set Up Support
We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.
Choosing the right version of QuickBooks - We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.
Setting up your QuickBooks File - We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.
Training on Posting Transactions - We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.
On Site or Off Site Training - Whatever is convenient for you, we can deliver training at your location, ours or remotely, whatever is more convenient for you.
Making Corrections to Your Existing QuickBooks File - If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.
Ongoing QuickBooks Support
We provide ongoing QuickBooks support on all phases of the program for our existing clients on demand. Just like you, we want your books to be in good order as this makes our services more efficient and keeps fees down.
QuickBooks File Review and Clean Up -If you suspect something is off in your QuickBooks data but can't find the error, turn to us for assistance. We'll evaluate your QuickBooks file and make any necessary adjustments so you can be confident that your entries are accurate and your records are up to date. And best of all, your QuickBooks data will be ready to go at tax time, making filing your taxes painless and less expensive.
Reconciling your bank accounts in QuickBooks - An important part of keeping a proper set of books and assuring that no numerical errors have been made by you or your bank is balancing your checkbook at the end of the month (A/K/A reconciling your bank account.) We will show you how to do this using the QuickBooks program.
Online banking set up and coordination with QuickBooks - If you would like to pay your bills online, QuickBooks can be synchronized with your bank account and automatically record your transactions. This is not a requirement, but if you want this feature, we can set it up properly.
Printing and customizing reports for your specific needs - Depending on the type of business you are running, you will want certain reports daily, weekly or monthly so you can oversee your operations. We will help you determine which reports are best for you and then set them up within QuickBooks.
Overseeing your bookkeeper - If you have a bookkeeper operating QuickBooks for you, we will oversee them to be sure he/she is entering transactions properly and be available to answer any questions your bookkeeper may have about your QuickBooks file.
Inputting of credit card transactions - If managing your credit card transactions is an issue for you, you are not alone. We will show you a variety of techniques to handle this so your life can be made easier and you are no longer bogged down in this area.
Accounts receivable & invoicing - Depending on the type of business you are running, you may want to keep your Account Receivable on QuickBooks so you can track who owes you money. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Entering of payroll - Whether you are using a payroll service or doing it yourself, we will show you how to enter payroll into QuickBooks.
Accounts payable - Entering bills and paying bills - Depending on the type of business you are running, you may want to keep your Accounts Payable on QuickBooks so you can track who you owe money to. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Tracking inventory - Depending on the type of business you are running, you may want to keep track of your inventory on QuickBooks. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly. We will show you how.
Budgeting & cash flow management - Whether you have a new or existing business, a good management style is essential to success. Part of good management is anticipating results and thus budgeting plays a key role. We can show you which parts of your business need to be budgeted and how to go about it.
Call us today at 954-583-3223, ext. 101 and ask for Jack Milbery or request a consultation to discuss your QuickBooks accounting needs with an experienced Fort Lauderdale CPA firm.