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Quickbooks is designed for the layman to understand, but the initial setup and installation must be done correctly in order for future information to be accurate.


All information necessary to setup manual accounting records is necessary  to setup and install Quickbooks on your computer.


The accounting method you use, and the chart of accounts you need for your particular business, we can provide guidance. We can also provide guidance on the type of business entity you should choose to minimum taxes. We can also provide customize training should you request it.


This is what we provide:

1) Evaluate your accounting requirements

2) Install software and install the chart of accounts

3) Prepare a list of the items/ services  you sell to your customers and        enter into Quickbooks

4 Enter your starting date and beginning balances

5) Print the trial balance and reconcile it to the trial balance on the old system

6) Enter the transactions from the starting date in Quickbooks

7) Train staff on Quickbooks 





   

  QUICKBOOKS SETUP





OUR

 GOAL IS                                                  SMOOTH  

​     SAILING

               DANIEL CULLINANE CPA                                                              Phone:          732-516-1648

                           Certified Public Accountants                                                                                        FAX               732-516-9778

                               328 Amboy Ave, Metuchen NJ   08840                                                              

                                                                                                                                     


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