Right from the Start
Set QuickBooks up right the first time— or refresh your whole setup!
Want to set up QuickBooks right? (Or start over fresh?)
Just getting started with QuickBooks? (Or fed up with your mess and ready to start over fresh?)
Optima provides a 100% customized walkthrough designed to get your business up and running, using QuickBooks to its fullest potential with maximum efficiency and the ultimate in accuracy.
First, we'll ask you lots of questions about your business to find out the best approach to setting up QuickBooks for you. For example:
- What types of transactions do you perform?
- What steps do you repeat, over and over?
- What kind of information do you need to see reports for?
- What kind of reporting do your owners or board require?
- Where are the current trouble spots in your accounting processes?
- etc...
Then Optima will take you step by step through:
- Entering Company information including all tax IDs and taxing agency information
- Reviewing Chart of Accounts (Asset, Liabilities, Income and expense accounts)
- Setting up inventory, if needed
- Customizing your invoicing system, depending on type of business
- Providing education on receiving payments
- Covering payroll topics
- Performing bank reconciliations
- Creating custom financial reports