QuickBooks Services

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QUICK START PACKAGE

One Time Payment
Are you using QuickBooks and worried you might be making costly errors? When you need to learn QB and learn it quickly, our Quick Start package is perfect to get you going. We will set-up the program (if you haven’t already) and train one individual to use QB, all in one session so that you can immediately begin using the program correctly and to its fullest capacity. Best of all, we customize the training session to fit your business’s needs. Please remember: if you already have QB setup, it may take us some time to tweak the program and customize it to fit your business. Reformatting the program to fix previous errors is included in the five-hour Quick Start package.

Here is what’s included:

  • Install and training package
  • Single computer installation
  • 5 hours to be used for basic set-up and training of one person or just training of one person

THE BOTTOM LINE

  • Set-up and training tailored to your needs and business
  • Set-up and training done in tandem

QB TUNE UP PACKAGE

One Time Payment
Are you using QuickBooks and worried you might be making costly errors? Why waste hours of your day trying to fix what needs to be corrected? With our cost-effective tune up package, we can pinpoint problem areas and save you valuable time by fixing those areas efficiently and effectively. In addition, we will clean up your Chart of Accounts, check 1099-MISC preferences, and perform a payroll check-up for you. When we’re finished, your mind will be at ease knowing your books will be ready for Year End processing and Tax Return preparation. Tax return preparation is an additional fee.

Here is what’s included:

  • Clean up package
  • Review file
  • Clean up Chart of Accounts
  • Check 1099-MISC preferences
  • Payroll check up
  • Provide list of items for client to resolve

THE BOTTOM LINE

  • Books will be clean for Year End processing and Tax Return preparation
  • Cost effective – compared to problem only reviews at hourly rates
  • More efficient – problems are found and resolved

QB ASSISTANT PACKAGE

Package Level Pricing
Are you spending hours trying to figure out a seemingly simple task in QuickBooks? Your time is valuable and shouldn’t be spent sitting on hold with someone that knows nothing about your business. Could you use someone to help you with all the little questions that arise when you’re trying to use QB? Our QB Assistant package ensures that you’ll get all your questions answered in a timely manner. When we’re on call for your business, you are a priority, and we’ll do our best to answer any type of QB or general accounting question that you may have. If you still have time left at the end of the year, it will forward to the next calendar year so that you never lose what you pay for.

Here is what’s included:

  • Assistance provided via telephone, remote access, or client provided files
  • Response within 4 business hours
  • Unused time is carried forward
  • Notification of 30 minutes remaining
  • Core 5 hours annually
  • Plus 10 hours annually
  • Advanced 15 hours annually

THE BOTTOM LINE

  • Priority response time
  • Blend of QB and accounting
  • Familiarity with you and your business
  • Time forwards to next year if not used

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QB CLUB PACKAGE

Monthly Payment
As part of the QB Club, you’ll receive a newsletter and access to two webinars each year. We’ll even poll our QB clients to see what questions you have so that we can be sure we’re providing you with valuable and relevant information each and every month. Our newsletters and members-only webinars will provide you with secrets to QB success, presented in an easy way to implement in your own QB program. Although the club is a great way to receive periodic QB-related updates, it may not be your best option for immediate support. If you want personalized assistance, consider our QB Assistant or QB tune-up package.

Here is what’s included:

  • Monthly newsletter
  • Two webinars each covering 2 client inspired topics

THE BOTTOM LINE

  • Valuable information for QB users
  • Information presented in “User Guide” formats
  • Multi-topic webinars based on responses to client polls

Client Center

- Individual Clients
- Business Clients
- Client Employee

(QuickBooks Online)

Using Your Client Organizer
How to Review My 1040
Using File Exchange
Remote Payroll

Memberships

AICPA

 

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