OUR SERVICES
Trusted Certified Professional Bookkeepers
Cloud Setup & Conversion
Let us setup your books the right way. Whether you are moving to cloud-based accounting for the first time or converting from a desktop application, we can help. We provide setup or conversion for QuickBooks Online.
We’ll streamline your accounting process so you can focus your time on what really matters. Your cloud-based accounting system will allow you to work remotely. Your information will be at your fingertips whenever you need it–no more waiting or trying to make decision without current numbers.
Our cloud setup & conversion include:
- A needs analysis and initial consultation
- Recommendation of the best version of QuickBooks for you
- Configure and customization of your company settings
- Conversion and verification of your accounting data
- Setup of users and user permissions
- Connect bank accounts and credit card accounts
- Customization of reports and forms
- Design and customize forms
- Customization of reports
- Recommendation of cloud apps to integrate with QuickBooks
- Integate cloud software apps
- Provide one-to-one or group training
- Unlimited support during setup and conversion
- QB training and consulting
