QuickBooks Maintenance & Support

Need someone to review your QuickBooks set-up or usage? In just one-hour we'l review your chart of accounts, item list, financial reports and accounting practices. By the end of the hour, you'll have a "to do" list for incorporating improvements, recommendations for additional training or other custom requirements and solutions that can be implemented by your staff or ours (you decide).

If you have a few quick questions, short-term training needs, extensive trouble-shooting concerns, or seek add-on support, this service covers it all. No appointment or travel is needed. With our combination of teleconferencing and remote desktop sharing, you receive interactive "LIVE and ONLINE" personal coaching to resolve user-specific conflicts in the following common problem areas:

• Program Errors/Data Corruption

• Establishment/Verification of correct opening G/L balances

• Accounting or Office Procedures that conflict with QuickBooks functions and requirements

• Financial Statement and/or other Reporting Problems

• Customer Balance and Vendor Balance Discrepancies

• Inventory/Item Set-up

• Job-Costing

• Employee, Payroll Tax or 1099 conflicts

• Activation of additional QuickBooks Services such as: online banking, merchant services, etc)

Receive on-going staff support and supervision. Using our 45 “Check-point” system, we’ll continue working for you, throughout the year, to correct QuickBooks reporting problems before they escalate. Financial Statements will be reviewed and maintained for completeness, accuracy and integrity. Additional QuickBooks services and filing requirements included in this fee are:

• Running diagnostic routines on QuickBooks Reports
• Analyzing subsidiary account balances
• Analyzing QuickBooks transactions and general ledger postings
• Up to 3 hours of QuickBooks phone support
• Analyzing bank reconciliations
• Recommending changes to QuickBooks transaction allocations
• Analyzing and recommending changes to the QuickBooks chart of accounts