QuickBooks Installation


As needed assistance with:

  • Setting up employees and payroll.
  • Registering with state, local and federal agencies, Inventory and reimbursable cost items.
  • Classes, levels, types and custom fields set up.
  • Recommendations for banking, CPAs, credit card processing, and other business support in Marin and San Francisco.

Business Operations Setup


QuickBooks Installations include:

  • Discussion of your business and defining your goals and needs
  • Chart of accounts designed for you
  • Specialized reports tailored to provide you the information you want in a format you will understand
  • Custom templates for invoices, sales orders, receipts and customer account statements
  • Set-up of bank and credit card accounts for downloading
  • Customized checklists and forms not found in QuickBooks — developed over 18 years in business (expense reports, new employee hire, new customer or project information reports)

QuickBooks Training


QuickBooks training for you and your staff is user friendly, clear and customized to your needs:

  • QuickBooks use from the most basic to the most sophisticated systems
  • For either PC or the Mac and how to go between the two
  • Short-cuts and unique techniques for getting around QuickBooks
  • Multi-tiered training based on positions and duties
  • Reading and creating financial statements and other reports
  • Ongoing support via email and phone calls.

Business Support Services


In additon to QuickBooks Training we offer help with:

  • Business standard practices
  • Setting up and Organizing financial documents, employee, vendor and client files
  • Basic training in Excel and help with spreadsheet

Optional follow-up services (monthly, quarterly or as needed):

  • Reconciliation of bank statements and credit cards
  • Financial statements created and reviewed Filing sales tax returns and other miscellaneous filings

On an as needed basis:

  • Cash flow forecasting
  • Budgets and budget to actual analysis
  • Year end account clean-up and report preparation for income tax returns