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Cloud System Setup

You know the benefits of online accounting and are ready to get started, but you’re looking for help moving your accounting to the cloud.  We’ll make sure your accounting software set-up is done correctly. Plus we can include Business Process Optimization to review your current workflows and provide recommendations for optimizing workflow.

After your setup is complete, then we could provide training and support to ensure you and your bookkeeping staff understand how to perform their work. You’ll get help with compliance requirements, answers to your questions, and instant access to our knowledgebase.

As our client, you’ll also receive priority support and discounted rates on any additional services.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.

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 during your accounting setup:

  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your bookkeeping starting date
  • Loading your chart of account and balances as of that starting date
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date
  • Entering your ending statement bank balances and outstanding checks & 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 since your starting dates
  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client online accounting data to assist in tax preparation and management reports.

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