Dunstable, MA CPA / Davidson & Davidson LLP

Who better to help you setup and maintain a QuickBooks® database than your accountant! We highly recommend QuickBooks, in fact, we use QuickBooks to properly maintain our own books and records.

Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. This task is even more complicated if you switch from manual accounting system to QuickBooks in the middle of the year.

Which accounting method should you use? What chart of accounts do you need for your business? How should you handle beginning balances? What is the best version of QuickBooks for you?

We can help. As an expert, we know the answers to all of these questions and can complete the setup and installation in a timely manner. In addition, we will provide on-site training.

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 account 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 & 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 dates into QuickBooks
Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

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

QuickBooks Setup