- What is the structure of your business, S-Corp, LLC, C-Corp, Partnership or LLC?
- How does your business make money? Resale, Service, Manufacturing?
- Do you report on a cash basis or accrual basis?
- How do you get paid? Cash, Checks, Credit Card, Terms.
- How do you pay your business expenses? Cash, Checks, Credit Card, Terms.
- What is your current chart of accounts?
- What are your key performance indicators?
- Are you doing payroll or are you using an outside service?
- Do you carry inventory and what inventory control system do you currently use?
After our initial free consultation a date for implementation will be scheduled.
- The appropriate QuickBooks Online option will be configured and installed with the a customized chart of accounts.
- Bank and credit card feeds will be installed for automatic download to QuickBooks.
- Initial reconciliation of all bank and credit card accounts will be performed.
- Reports and forms will be created based on the consultation.
- Identified employees will be trained for necessary functions
- You will get timely and accurate information of your business’s performance.