The Process
Discovery
Bookkeeping or Cleanup
Discovery
We'll learn about your specific needs and see if we're a good fit for working toether. No pressure. No judgements. This is a complimentary 15min Discovery Call to get to know each other.
Strategy
Bookkeeping or Cleanup
Discovery
We'll craft a roadmap to meet your desired goals. Then we'll recommend solutions customized to your specific needs and give you up-front pricing for all our services.
Bookkeeping or Cleanup
Bookkeeping or Cleanup
Bookkeeping or Cleanup
We'll provide you with a service agreement clearly outlining our services and pricing and start the onboarding process to get all the info we need from you. We'll work quickly to implement your customized solutions.
Training On QuickBooks
How you install and setup QuickBooks is just as important as how you use it.
Correct setup depends on many variables such as your type of business entity, industry, accounting methods, information you want, and features you use.
Correct setup increases your productivity and enables you to generate and track the important documents and information you need to manage your business more effectively.
We assist new QuickBooks users with initial setup including: Setting up the Company, EasyStep Interview, Setting up Chart of Accounts, Preferences, Items & Services, Various Lists and Centers (Customers, Vendors, & Employees) and Bank & Credit Card Accounts.
We also help experienced users manage their business more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information due to inadequate setup.
To manage your business more effectively with QuickBooks, contact us at (704) 473-8991 or jeff@qualitybookx.com.