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We are
San Diego's premier QuickBooks accounting and tax firm,
specializing in small businesses and nonprofits.
Setup Special price $165
1.5 hours of service performed by a QuickBooks ProAdvisor at your office.
Plus, you get 1/2 hours of phone support for the next 60 days.
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. Do you know how to correctly answer these questions?
Which accounting method will you use?
What chart of accounts do you need for your business?
How do you handle beginning balances?
How do I enter money I spent from my personal account?
What about my credit cards?
We will help you answer all of these questions and complete the setup of your QuickBooks file.
In order to make the setup go smoothly, gather up all your bank statements, credit card statements, copies of checks writen, sales information (invoices, receipts, register tapes, etc.), bank deposit details, and receipts for expenses paid with cash.
What's next? Now that QuickBooks is ready to go, all of your expenses and sales need to be entered and bank accounts reconciled to insure accuracy. You have a choice entering the information yourself or hiring us to complete the task.
- Do-it-yourself; we provide you with a to-do list and instruct you on how to enter the information.
- Outsource it to us, we will get the job done promptly and correctly the first time.
How much does it cost to get you caught up? First, we have to decide where the work will be done.
- At your office: first hour is $55, each additional hour $35.
- From our office: $25 per our
You might be thinking, how do I know these guys won't burn the clock, and on an hourly basis, I could end up with a huge bill. Because we do this all the time, we are able to give you an honest not-to-exceed price.
Ongoing Services:
- Monthly bank and credit card reconciliations.
- Enter payroll
- Prepare sales tax reports
- Monthly or quarterly review of your QuickBooks to assist in tax preparation and management reports.
