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Accounting System Setup

The initial setup and installation of an accounting system must be done correctly in order for future information to be accurate. Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

Implementation Assistance

We first want to find out a little more about your business and your accounting records to ensure we provide a system recommendation that fits your needs. As with any accounting software program, installation and training take time -- time taken away from managing your business. Here's a short list of the services we provide while setting up accounting systems:

  • Study and evaluate your software and accounting needs
  • Recommend software and hardware requirements
  • Install software, design and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your accounting system starting date
  • Loading your chart of accounts as of that starting date
  • Preparation of a list of the items that you sell to your customers
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Entering your transactions from your starting date into your new accounting system

Ongoing Services:

  • Follow up training to ensure the client is fully utilizing their accounting system
  • Monthly, quarterly or annual review of client date to assist in tax preparation and management reports

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