QuickBooks Training

New Business Start-Up Program

Today’s economy has motivated more people to start a business. One of the major causes of small business failures is the lack of a sound financial reporting system. But it’s not enough to have a great reporting system. The business owner must be able to understand what is being presented and how to interpret it.

This program is designed to provide you with the kind of foundation you need to get your Company’s accounting system up and running. You realize the importance of accounting and how it can improve your chances of success, but you have a budget…and you could use some guidance and support. We are committed to provide the help you need at a reasonable fee!

You will receive:

  • Installation and Set-Up of QuickBooks software which includes:
  • Delivery and installation of the software on your computer
  • Discuss the most appropriate basis of accounting
  • Setting up your chart of accounts
  • Determining your reporting needs and report format
  • Entering any beginning account balances
  • To track your customers, we will enter up to 5 customer/client accounts and show you how to enter any additional accounts
  • To track your vendors, we will enter up to 5 vendor accounts and show you how to enter any addition accounts
  • Set up the correct opening balance for your bank account and up to 2 credit card accounts
  • You will receive a trial balance that agrees with your previous accounting system’s ending balances
  • You receive assistance In reconciling your bank account for the first 3 months

Training and Technical Support

  • You will receive four (4) hours of training on the basic operations of the QuickBooks® software
  • You will also receive four (4) hours of technical support

Quarterly Follow-up

  • At the end of each calendar (or fiscal) quarter you will receive a follow-up phone call to answer any questions you may have.

Your investment in this program is:

  • A one–time startup fee of $395 plus a monthly fee of $97 for 12 months

YES! I'm interested in the QuickBooks® New Business Start-Up Program. Please call me to schedule a time to meet.

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