How Do I Get Started with a QuickBooks® ProAdvisor?
Here are some of the things we will review with you when you call:
- What program are you currently using? For how long?
- How many individuals use the program on a daily basis?
- What specific questions do you have about QuickBooks?
- What level of assistance do you need?
- How involved do you or your staff plan to be in the consulting?
- How do you use your accounting package?
- How do you currently rate yourself in using & understanding your current program?
- What is your budget for our assistance? (Dollars and time)
- How do you identify what is wrong with your QuickBooks file & how much might you expect to prepare for that initial investigation?
- What are your rates?
- Do you accept credit cards?
- What do you require of clients to engage your services?
- How would you assess your rate for services performed in relation to other provider?
Client Interview
QuickBooks Setup Services
- Setup for new companies or conversion from existing accounting system
- Installation of QuickBooks software on your computer (non-server)
- Setup company file and chart of accounts
- Sales Tax Tracking
- Payroll Set-Up and Processing
- Customize your QB file to fit your industry.
- Customize forms. (Invoices, estimates etc)
- Customize reports for proprietary data
Training Sessions
- Onsite or Remote
- Individual One on One (2nd person -no charge)
- Multi-User Classes
- Phone Support
On-Going Support
- Monthly, Quarterly or Annual File Clean-Up
- Training of new staff