QuickBooks Services

QuickBooks Services

Michael J Oerth and Associates Inc.

32 Bristol Road, Chalfont, PA 18914

610- 247-4648

www.taxman1099.com

mjoerth@taxman1099.com

QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here are some reasons why you should be using QuickBooks.

  1. Saving time- many of simple bookkeeping tasks are handled automatically making it easier to run your business.
  2. Generating reports- easily generate the reports with the information you need, so you always know where your business stands.
  3. Saving money- QuickBooks is so affordable.
  4. Growing your business- QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
  5. Fewer errors- You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and ACT

 

 

It is very important that initial setup and installation must be done correctly in order for future information to be accurate. Just for 99$ a month we will provide you full set up and training so you can run your business more effectively.

Our services include:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Determination of your QuickBooks starting date
  • Loading your chart of account and balances as of that starting date
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date
  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Entering your transactions since your starting dates into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track."
  • Ongoing QuickBooks support
  • Monthly review of client QuickBooks data to assist in tax preparation and management reports.
  • QuickBooks file clean up
  • Answers to quick questions regarding required information or troubleshooting
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