First, your QuickBooks consultant will go through a setup checklist to determine; Which version of QuickBooks will best suit the needs of your business, The number of licenses required to support your staff and payroll needs, Any 3rd party applications needs, and Any custom integration is needs.

In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

We’ll configure QuickBooks on a secure cloud-hosted environment and set up user access. We’ll also set up your Chart of Accounts, Preferences, Forms, Templates, Inventory, Reports, Automation, and Fixed Assets based on your preferences.

Custom integrations can be addressed after initial setup and generally have more complexities, thereby requiring custom-development.

We’ll make sure your team feels confident using your new system. We customize training based on your needs and goals, as well as your specific QuickBooks system environment.

All training can be done remotely via secure web-based meeting, to make scheduling more convenient and cost-effective. If you prefer on-site training, we offer that option as well.