Quickbooks Services

If your organization is utilizing QuickBooks, the top-rated accounting system for small businesses, it is important to make sure you’re getting the most value out of the system. blum’s software experts can help your organization with QuickBooks set-up, installation and post-implementation questions.

Expertise < Outsourcing / As-a-Service < Finance / Accounting Outsourcing < Quickbooks Services

If your organization is utilizing QuickBooks, the top-rated accounting system for small businesses, it is important to make sure you’re getting the most value out of the system. blum’s software experts can help your organization with QuickBooks set-up, installation and post-implementation questions.

If your organization is using QuickBooks, let our team of experts make sure you’re getting the most value out of the system. Our experienced team of QuickBooks accountants can work to customize, design and cater QuickBooks to meet your organization’s needs, allowing you to maximize the capabilities and features.

QuickBooks Installation Services

Review your current accounting needs and reports
Determine implementation conversion timetable
Install software, including set-up of new data file and preferences (accounting method)
Design and load chart of accounts
Set up bank accounts, including outstanding checks and deposits in transit
Load customer and vendor names and addresses
Enter open accounts receivable and accounts payable
Prepare a list of the items that you sell to your customers (services, parts, etc.)
Load beginning balances as of conversion date
Process any accounting transactions since conversion date
Design and create financial reporting package
Design and create custom reports
Bring the new system online

QuickBooks Training

Once your customized QuickBooks system is installed, blum provides hands-on training, which features:

One-on-one attention
Training at your location
Training tailored to the unique issues facing your business
Answers to your specific questions and concerns
No time wasted on features that don’t impact your business

QuickBooks Ongoing Support

After your system is up and running, blum provides these follow-up services:

Prompt answers to your questions
Additional training as necessary
Monthly, quarterly or annual review of your QuickBooks data file
Assistance with closing the books to prepare management and/or year-end tax reports