Software Setup
It is very important that the initial setup of your accounting software be done correctly in order for future information to be accurate.
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.
Here's a short list of the services we provide during your software setup:
- Study and evaluate your software and accounting needs.
- Recommend software and look at hardware requirements.
- Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Enter your beginning balances
- Enter your outstanding accounts receivable and accounts payable details as of your starting date
- Enter your ending bank statement balances and outstanding checks & deposits
- Enter your transactions since your start dates
- Train client or client staff in use of software to meet their accounting, management and tax needs.
Software Training
Once your software is set-up and working properly, I can train you or your employees to properly operate your software specifically for your business.
Why choose one-on-one attention instead of taking a class?
· I come to your location.
· I focus on the individual issues facing your business.
· I will be there to answer your specific questions and concerns.
· No need to spend time on features that don’t impact your business!
Software Support
Never Hesitate to Ask a Question!
Quick access to correct information is essential to maintain the accuracy of your financial records.
You or your employees in your accounting department will find comfort in knowing a consultant is only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
Questions may be called in, left on voice mail, faxed or sent via e-mail. I will respond with a detailed solution to your problem or question usually within the same day.
Software Cleanup
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a review and cleanup of your accounting records. I will review your transactions for the year, cleanup stray entries, customize reports and provide any additional training necessary.
