“Hassle Free” QuickBooks Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

  • review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • enter any transactions as of your start date into the QuickBooks system.
  • train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • follow up training to make sure the system is working seamlessly for your business.
  • monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (714) 696-8680 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

I have had the pleasure of working with David for over two years, I had not previously worked with a CPA, but was quite blown away with his knowledge, guidance and determination when it came to making sure our company stayed an income generating manufacturer. We are a multiple subsidiary company which he was diligent in keeping up with and straight in our books and that’s not easy to do especially with the demands of our CEO.

His professionalism helped guide our startup company from chaos to a systematic machine which was SEC compliant. He reorganized the payroll to make sure that it was up to date and on time. He set up a Purchase Order system so that the appropriate authorizations could be gathered to process payments and employee reimbursements. David is honest, he displays outstanding integrity, and he is committed; all qualities that a company deserve, and without his strategic planning the company would have easily fallen apart.

As a fellow accountant, I understand how difficult it is to make sure a company is fluent with their records as well as keeping the CEO happy with productivity and income generation and David made that look easy. He stood by what was right to keep the company in line with governing agencies, stockholders and GAAP. David served as the backbone and an integral asset to our company’s success. Any company or individual that follows through with his setup, his direction, and his planning will have everything needed for continued success.

Professionalism helped guide our startup company

Ashlye B.

My Son introduced me to This Firm and David , I was really in mess with my taxes ! But it was not long before they came to the rescue and straightened everything out. What a relief that was!. Thank you so much for all your work and understanding not to mention making me comfortable and putting my mind at ease. I am so appreciative for all you have done !

Came to the rescue and straightened everything out