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Cynthia M Brizard, CPA | San Diego, CA CPA Firm | QuickBooks Setup Page

(858) 705-6240

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QuickBooks Setup

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QuickBooks Setup

QuickBooks Setup


Although QuickBooks is designed to be easily understood, the initial setup and installation must be done correctly in order for your accounting information to be accurate.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost?

We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time. Here's a list of the services we provide during your QuickBooks setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up chart of accounts i.e, accounts receivable, inventory, accounts payable, etc.
  • 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.
  • 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".
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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Cynthia M Brizard, CPA
16486 Bernardo Center Dr. Suite 378
San Diego, CA  92128
Phone: (858) 705-6240 | Fax: (858) 705-6241
contactus@brizardcpa.com
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