Although QuickBooks is designed for the layman to understand, 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. 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. 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 QuickBooks setup:
|
Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.