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QUICKBOOKS ADVISORY
Blatsos CFO Solutions provides certified QuickBooks advisors to analyze a company’s accounting process and needs and develop an effective and efficient accounting system that is customized to meet individual company needs. An accurate accounting system allows educated business decisions and will save money in the long run.
QuickBooks Installation and Set-up
The main objective of an accounting software program is to provide accurate financial information. The initial set-up and installation of QuickBooks is one of the most significant aspects of maintaining accurate financial records. Not having accurate financial information could be the difference between success and failure. The key to successfully setting up QuickBooks correctly is to have knowledge of accounting.
Each QuickBooks set-up is customized to the client’s specifications. This includes set-up of the chart of accounts, customized lists, forms, and templates to ensure ease of use. Routine transactions and reports are memorized and organized to automate your business and save precious time.
QuickBooks Training
Once QuickBooks is properly installed and set-up, the next step is training. Each training program is customized to meet individual client needs. Training can focus on any aspect of a business such as accounts receivable, accounts payable, inventory, creating and using memorized transactions. Also, training is geared towards specific QuickBooks versions and industries.
QuickBooks Tune-up
As an ongoing process to maintaining an accurate QuickBooks file, monthly, quarterly, semi-annual, or annual reviews are important to get a handle on your books and records. Whether assistance is needed with interim financial reviews, year-end tax preparation, or clean-up of problem areas, you will be assured of ongoing accuracy of your financial records.
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