I am a QuickBooks proadvisor in Palm Desert & La Quinta. I can provide you a high quality professional implementation and QuickBooks training services for your complete business accounting software needs in Palm Desert, La Quinta, Palm Springs, Cathedral City, Rancho Mirage, and Indio.
QuickBooks is product that meets the strategic, functional and operational needs of small business while at the same time allowing people to carry out their job responsibilities efficiently and effectively in the hopes of increasing productivity and profitability. Can you claim this about the way you use QuickBooks? When your problem or question is unique to your business, ask for my help, I am here in the heart of Palm Desert. As palm desert accountants (QuickBooks help in Palm Desert and La Quinta) and local Palm Desert Certified QuickBooks Pro Advisors, I can find a solution and improve your understanding of how best to use the software to take advantage of the power QuickBooks has to offer.
Needs Analysis
Implementing the right solution from the start is critical to successful business management and growth. To fully understand your business needs, it is necessary to begin with a detailed analysis and reporting of your company's accounting functions.
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I will analyze your existing accounting software information to provide me with an in- depth look at your accounting information and the complexity of the data your company tracks.
I will analyze your existing accounting software information to provide me with an in- depth look at your accounting information and the complexity of the data your company tracks.•I will assess your accounting system needs, hardware and software needs, and any training needs.
I will assess your accounting system needs, hardware and software needs, and any training needs.•After my analysis, I will provide you with a detailed needs report, along with estimated time requirements to set up your accounting system.
After my analysis, I will provide you with a detailed needs report, along with estimated time requirements to set up your accounting system.QuickBooks Basic Setup
Although QuickBooks is very user-friendly, you may want assistance in installing QuickBooks for immediate use. A typical basic implementation may include the following depending upon your specific needs:
•General ledger set-up
General ledger set-up •Customized chart of accounts
Customized chart of accounts •Opening balances entered
Opening balances entered •Item list (up to 15 service items)
Item list (up to 15 service items) •Accounts payable (up to 15 vendors)
Accounts payable (up to 15 vendors) •Accounts receivable (up to 15 customers)
Accounts receivable (up to 15 customers) •CA Sales tax set up
CA Sales tax set up •One hour onsite training
One hour onsite trainingQuickBooks Growth Setup
For those who want additional QuickBooks customization, a typical growth implementation may include:
•Inventory (up to 15 inventory parts)
Inventory (up to 15 inventory parts) •Payroll set-up (up to 20 employees)
Payroll set-up (up to 20 employees) •One customized sales form with your company logo
One customized sales form with your company logo •One hour onsite training (total of 2 hours when adding on to basic setup)
One hour onsite training (total of 2 hours when adding on to basic setup)Data File Review
Once your accounting system is up and running, I recommend periodic reviews of your data file. An accurate data file is critical for making key financial decisions and helps you produce a tax return at year-end with much greater efficiency. Quarterly* data file reviews typically require 3-4 hours and include the following:
•An in-depth analysis of your data file
An in-depth analysis of your data file•I will able discuss the overall health of your data file, changes I made to the file, a list of errors
I will able discuss the overall health of your data file, changes I made to the file, a list of errors found in the file, and a correction checklist for you to follow •Recommendations for enhancing your data and reporting
Recommendations for enhancing your data and reporting •Feedback on new tools and features you are using
Feedback on new tools and features you are using*I recommend monthly reviews initially, graduating to quarterly reviews
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(760)567-7506
As a reliable accountant in Palm Desert, I provide quality bookkeeping, tax Preparation, accounting, QuickBooks, and business consulting services to individuals and businesses located in Palm Desert, La Quinta, Indio, Palm Springs, Cathedral City, Rancho Mirage, Riverside, and Redlands.
MK Accounting & Tax Services, 74-333 Hwy 111, Ste 105 Palm Desert, ca 92260
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