QuickBooks Services

QuickBooks is a powerful tool that can handle the bulk of your accounting needs. In order to get the most out of QuickBooks, Relate CPA offers a variety of QuickBooks Services.

Set-Up and Installation

In order to use QuickBooks effectively, it must be set-up and installed correctly on your computer system (or online). And it’s not as simple as popping in a CD and clicking install either; QuickBooks needs to be configured and have the appropriate settings to conform to your data and workflow. The better it is set up, the more efficient and easier it will be to use. Some of the things we can do for you include:

• Analyze your bookkeeping and reporting needs.
• Use this information to design a system suited for your business.
• Create templates for statements, reports, invoices, and more.
• Migrate current financial data into QuickBooks.
• Create an interface to QuickBooks from existing website or software.

Data Clean Up

QuickBooks has a special feature that allows you to clean up your company data. Over time, QuickBooks collects a lot of data which ends up taking up space and slowing your system down. Using the cleanup utility effectively will help to optimize your system and improve performance by:

• Reducing size of the company file.
• Summarizing transactions.
• Removing unused list items.
• Removing specific transaction items.

Consulting

Are you contemplating QuickBooks but don’t know if you should take the leap? Do you want to know which QuickBooks solution is right for your business? We can help with that too. Relate CPA has experience with the many aspects of QuickBooks and the several flavors of QuickBooks software. We can use that knowledge to help determine the best solution for your company.

Support

Sometimes you run into situations with QuickBooks where you just aren’t sure what to do. Maybe it’s a certain function that you need to use but don’t know how. Or maybe your system isn’t creating the right data set that you need. Regardless of what the problem is, Relate CPA is here to help. Our experts are highly trained in QuickBooks and understand the inner workings at an extremely high level. We also know how to troubleshoot on a variety of different systems and set ups. We can provide ongoing support as well – just call us if you need a hand.

Relate CPA provides these services and more to a variety of businesses and industries. For every company we work with, we make an effort to get to know the people and the business in order to figure our what will work best. We’ll sit down, have a cup of coffee (or whatever you drink), and talk about your goals, needs, strengths, and weaknesses. With this insight, we’ll be able to determine how we can best help your business to succeed and grow.

If you’re in need of QuickBooks services, drop us a line or fill out the form below.