We provide an array of services to help you set up your business on QuickBooks and get the most out of your investment.
QuickBooks Set-Up
Although QuickBooks is very easy to use, it takes a bit of expertise and foresight to design the system for maximum benefit and effective control. Moreover, a new system set-up or conversion presents the opportunity to address long-standing gaps, inefficiencies, and annoyances. You don’t do it often, so you might as well do it right!
Although we tailor each engagement to each client’s needs, here is a list of QuickBooks Set-Up services that we offer:
Assess accounting and reporting requirements
Establish hardware and software specifications
Install the accounting software
Design and implement the chart of accounts, loading balances as of the start date
Record outstanding accounts receivables and payables
Enter ending statement bank balances and outstanding checks, deposits
Enter transactions since the start date
Compare trial balances from the old and new systems to ensure that all data was transferred correctly
QuickBooks Training
Whether you’ve engaged us to help with your implementation or you simply need a refresher course on the system, we can provide training on using QuickBooks to manage your business. We conduct sessions at your location and adapt the course content to your set-up and business issues.[No need to spend time on capabilities that you won’t use!] We’ll spend as much or as little time as you need on each topic, and respond to any questions and concerns.
QuickBooks Tune-Up
A QuickBooks Tune-Up is a great way to prepare for tax time, an important meeting, or a periodic review of your business strategy. In a few short hours, your QuickBooks professional can review transactions, clean up stray entries, balance the general ledger to subsidiary ledgers, and adjust the chart of accounts to reflect changes in your business model. A Tune-Up can help you make better decisions, minimize the ill-effects of undetected errors, and keep money flowing in the right direction,
A QuickBooks Tune-up is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!
QuickBooks Answers
When folks find QuickBooks baffling, it’s generally not because they haven’t mastered the mechanics of using the system. It’s because they’re facing an unusual transaction that doesn’t quite fit the patterns with which they’re familiar. Fortunately, we’re just a phone call, fax, or email away. For a nominal fee, we’ll provide a detailed answer to your problem or question, usually within 24 hours.Our QuickBooks Answers are money-back guaranteed.
Sage/Peachtree Software
Peachtree can provide useful and timely information in the form of financial statements, and reports. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.
Ellis-Rinner, CPA, Ltd offers the following solutions to help meet your Peachtree needs:
Personal Training- We train you personally! Either one-on-one or several individuals within your organization at your company's location.
Installation- We install Peachtree on your stand alone computer or in a network environment, in either single- or multi-user mode.
Setup- We assist new Peachtree users with initial setup including: Chart of Accounts, Preferences, Items, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
Support- Our Peachtree support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
Review- Our Peachtree review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.