QuickBooks ProAdvisor Services:


1. Software Setup & Conversion

2. QuickBooks Cleanup

3. QuickBooks Training

4. QuickBooks Advisory

5. Troubleshooting

6. System Design

Software Setup & Conversion :

- New Business Setup

- Charts of Account Design

- Settings Configuration

- App Integration

- System Migrating

QuickBooks System Clean :

- Reconcile Bank & Credit Card

- Fix Categorization Error

- Cleanup Charts of Accounts

- Fix Un-Deposit Funds & Bank Deposits

- Clean up A/P ( money owed to the business )

- Clean A/R (Bills the business owe )

- Payroll Correction ( if applicable )

- Inventory Cleanup

- Prepare Accurate Reports

QuickBooks Training:

- How to Operate QuickBooks

- How to manage invoices , payroll , inventory, ect.

- How to read financials

- How to use QuickBooks effectively

QuickBooks Advisory Only:

- Setup Bank Rules

- Streamline Invoices Automation Setup

- Inventory Workflow

Automation W

- Job costing setup (Projects)

- Class location tracking

- Report Creation

- Cashflow Dashboard

*Any special training and scheduling must be booked 2 weeks in advance ! Thank You