“HASSLE FREE” QUICKBOOKS SETUP

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

  • review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • enter any transactions as of your start date into the QuickBooks system.
  • train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • follow up training to make sure the system is working seamlessly for your business.
  • monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

LET US HELP

APPOINTMENT

READY TO COME IN FOR AN APPOINTMENT?​

Our schedule is very full…but if you call us at (844) 599-3355 or email us we’ll give you two options for coming in right away!We will NOT make dealing with a tax professional as painful as it’s been in the past!

Testimonials

What Our Clients Are Saying

KohariGonzalez PLLC have been doing my taxes for at least three years! They are very professional and very kind! They explain everything and answer any questions you might have. I would definitely recommend them as they are excellent CPAs! Sincerely Ruth Conger They are very professional

201634
Ruth C

I own a small business. VERY small. And yet they treat me as if I'm on the Fortune 500. Couldn't be more satisfied.Couldn’t be more satisfied

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Bill Y

Excellent customer service. They not only prepare our tax returns for business and personal but they also do our bookkeeping! We couldn't operate without them! Excellent customer service

201634
Holly M

We began using this firm two years ago. They have been more than helpful and go out of their way to make the process of filing taxes, payroll, etc much easier. They are very thorough with everything that is done in the office. Thankful to have them doing both our business and personal filings. Thank you. Much easier

201634
Moni C

I worked with CPA Sara Gonzalez on an intricate tax audit, and she was courteous and thorough in representing me and in working with the IRS agent to come to a reasonable resolution... Sara and her team organized my returns and presented them in a professional understandable manner, which is hugely important to overworked IRS agents. I highly recommend Kohari and Gonzalez and continue to work with them on my annual tax returns. She was courteous

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Don H

They have provided me with excellent service throughout the years they have been my CPA. I started a business and their guidance has been very advantageous to my company growth and peace of mind since they not only prepare my taxes but also do all of our bookkeeping! I highly recommend them. Their guidance has been very advantageous

201634
Sue R

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