Tel: 949.415.5415
Email: jovana@jj-cpa.com
 
Quickbooks services

QuickBooks Setup

We offer several options for getting your QuickBooks file ready for use. Whichever you choose, we’ll make sure your QuickBooks file is perfect and running in no time.

QuickBooks Review

Having QuickBooks setup correctly from the start will save you from headaches down the road. If you prefer to setup QuickBooks on your own, we offer you the peace of mind knowing that your file is setup appropriately to produce accurate financial information. We will review and correct errors in the QuickBooks file you setup. We will inform you of the errors we found and the corrections we made, as well as provide suggestions for enhancements.

Custom Setup

We will install and setup your QuickBooks file so that you’ll start off on the right foot. We will setup fundamental functions specific to your company and provide a basis for setting up other features. You’ll get:

  • Bullet  Fully customized preferences
  • Bullet  Fully customized chart of accounts and associated tax reporting
  • Bullet  One customer and one vendor entered as an example for setting up others
  • Bullet  Up to 5 items setup (such as inventory or sales tax) to serve as guides for setting up others

Complete Custom Setup

Let us take care of the entire setup for you so that you could spend time on other business functions. You’ll get:

  • Bullet  Fully customized preferences
  • Bullet  Fully customized chart of accounts and associated tax reporting
  • Bullet  All customer and vendor information already entered
  • Bullet  All relevant items already setup
  • Bullet  Reports and forms personalized to reflect the look of your business, such as:
    • Bullet small  Invoices
    • Bullet small  Estimates
    • Bullet small  Sales receipts
    • Bullet small  Purchase Orders
  • Bullet  Configured QuickBooks services of your choice, such as:
    • Bullet small  Payroll
    • Bullet small  Credit card processing
    • Bullet small  Automatic bill pay
 
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