QuickBooks Services

QuickBooks Setup -Converting your company’s books to a QuickBooks product or starting a business using QuickBooks requires proper setup. It is more cost effective to set up the company correctly from the beginning than to fix it after many transactions have been processed. Also, in order to be efficient and utilize the many time saving and business building features of Quickbooks, the file must be created properly and the users trained on its functions. We offer all services, from installation to training, on your new or existing QuickBooks program. Some of the key components of a properly configured system are: computer installation, chart of accounts setup, selecting appropriate preferences, customized invoices, credit card processing, back up procedures and memorized profitability reports. As part of the setup, we provide one-on-one training on how to process the transactions in a way specific to your business and how to get the reports you need.

Monthly Accounting -In order to make sound business decisions you need to be assured of the integrity of your business accounting system. Modern Success offers monthly/quarterly accounting services that keep your business accounts accurate, secure and running smoothly. Sign up for our QuickBooks Silver or Gold Plan and keep your bookkeeping on track . These are comprehensive plans to handle all your accounting needs, as well as provide discounted on-site services to help you with your QuickBooks product. Contact our office and we will be pleased to meet with you to discuss your options.

Payroll -Whether you process your payroll manually or through QuickBooks , we can prepare your payroll tax returns, W-2s and 1099s. Alternatively, we can teach you how to accomplish this yourself. If you want to relieve yourself of the payroll function altogether, you might benefit from a payroll service. We know several companies we could recommend. Payroll is an important and time sensitive part of your accounting system that must have high importance.

QuickBooks Support -We offer telephone, e-mail, and one-on-one training and service at your office or ours. We are Certified QuickBooks Pro Advisors and accountants so we are well able to handle the software as well as the accounting issues most small businesses face. For new clients we offer an initial troubleshooting and training session of $295 for two hours of one-on-one training and consulting. Satisfaction is guaranteed.

QuickBooks Training – We offer individualized training in your office. Our training includes:

• using QuickBooks to run your business
• getting around in QuickBooks
• turning estimates into invoices
• assigning costs to jobs
• using and fixing payroll
• bank reconciliations
• procedures for backing up data
• how to get job profitability reports
• cash management
• reports on what the company owes
• financial reporting
• and much more