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Email Senior Tax & Advisory Services

"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.

    Call our office (610) 285-9883 or send us a brief email with the form provided, and we will be in touch right away.

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    Strategic Tax & Advisory Services | 1100 N. Providence Road, Suite 100 Media, PA 19063 | (610) 285-9883
    Investment advisory services are offered through WealthWise Advisors, LLC -- a Pennsylvania Registered Investment Advisor
    © Copyright 2020 – Strategic Tax & Advisory Services – All Rights Reserved.

    • Home
    • About
      ▼
      • About Us
    • Services
      ▼
      • For Individuals
        ▼
        • College Financial Planning
        • Elder Care–Financial Care
        • Estate Planning Done Right
      • For Small Businesses
        ▼
        • “Hassle Free” QuickBooks Setup
        • “Reset” Your QuicksBooks
        • “Part Time CFO” Services (Membership Retainer Plans)
        • Accounting Done For You and Made Easy
        • Clear and Simple CashFlow Management
        • Internal Systems For Your Business
        • Non-Profit Started And Managed
        • Payroll Services Done Right
        • Plan For Your Succession
        • Quickbooks Services Made Easy
        • QuickBooks Training For You or Staff
        • Start A Business Smoothly
        • Strategic Business Coaching
      • Tax Services
        ▼
        • Tax Planning For Big Savings
        • Tax Preparation Done Right
      • Additional Services
    • Tools & Resources
      ▼
      • Financial Calculator Gallery
      • Refund Tracker
    • Contact Us
    • Blog