Accounting System Setup and Training

An efficient, well-maintained accounting system is at the center of a successful business—providing access to accurate, real-time data that supports smart, informed business decisions. Our Accounting System Setup and Training product was designed to ensure that you are maximizing the power of your accounting system. We support you with a thorough analysis and clean-up of your existing system and then train your team on the basics of accounting system setup and operation.

This product includes:

  • Accounting software conversion to and setup of QuickBooks Online (QBO)
  • Training support for QuickBooks Online
  • Chart of accounts setup or review
  • Review and clean-up of existing transactions
  • Linking bank and credit card accounts to Quickbooks Online (QBO)
  • QuickBooks training and consultation on day-to-day use of QBO
  • Forms 1099
  • Accounts receivable
  • Bill payment and accounts payable
  • Expense reporting and reimbursement