QuickBooks™ Setup: 

If you just started your business, haven’t really thought about bookkeeping and are looking for a place to begin, or if your current bookkeeping system isn’t working or needs a cleanup and you’re looking for a change, this package is for you. Profit Wise Accounting will get you set up to prepare for excellent bookkeeping. Our QuickBooks Setup & Implementation services are far more extensive than your basic free QuickBooks support. Our team has several years of real world experience implementing and using QuickBooks within many types of business scenarios and industries.

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 also necessary to setup and install QuickBooks™ on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks™ in the middle of the year. In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning.

Does QuickBooks make you feel overwhelmed?

You’re not alone. We know that learning QuickBooks can be a struggle. It takes time, and mistakes cost you money.

Profit Wise Accounting provides comprehensive QuickBooks training in a relaxed atmosphere for all skill levels, from fundamental to advanced. We can help you or your employees properly operate QuickBooks specifically for your business.

Why choose one-on-one attention instead of taking a class?

• We focus on the individual issues facing your business.
• We will be there to answer your specific questions and concerns.
• No need to spend time on features that don’t impact your business!

Even if you’re brand new to QuickBooks, you’ll feel at home with us! No confusing accounting jargon or terms.

Monthly QuickBooks™ Review Service: 

Operating and managing your business on a daily basis can be time consuming. Businesses struggle to find the time to manage the daily operations and keep up with their accounting needs. In short, business owners need accounting help so they can focus on their core activities. For over 3 decades we have been providing accounting services to small to medium-sized businesses for an affordable price.

In order to assist businesses we have developed a Monthly QuickBooks™ Review Service that will help give you peace of mind when it comes to your accounting records.

What’s included:

• A thorough review of your company file each month to make sure that the transactions have been entered properly.
• We will let you know if we see any items that need to be corrected.
• Upon reviewing your company books each month, we will provide you with a report via email, informing you of the status of your company file.
• We will provide feedback with our recommendations for the current month, so you will know if the work you did was correct or if anything needs to be changed.

Why wait until the end of the year to have your QuickBooks file reviewed—only to figure out you potentially have twelve months of revisions to make to your company file in order to clean up all the mistakes?

Why pay thousands of dollars to clean up your QuickBooks file, or even spend money to setup a new company file because your current file has major problems?

We have seen countless of QuickBooks nightmares during our years of providing accounting support to business owners, many of which could have been prevented with an affordable monthly review service.

Let our firm help your business with all its QuickBooks needs and receive peace of mind when it comes to your accounting and financial records, so you can focus your time where it’s most important.

Pricing is based on the number of checking and savings accounts, credit cards, loans, and transactions occurring on a monthly basis.