QuickBooks Services

T: (503) 657-6055
info@serenity-tax.com

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.  At Serenity Tax & Accounting we have extensive experience with all facets of accounting with QuickBooks for a wide variety of businesses.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?  Our expert staff can easily answer all of these questions and complete the initial setup and Installation in a timely manner.

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. Each company is unique and has specific needs and goals.

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 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 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.

We will design the right package of services to fit your company needs and goals.  Contact us for a free consultation to get started today!

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