QuickBooks ProAdvisor

QuickBooks is powerful accounting software ideally suited for small to mid-sized businesses. As a QuickBooks ProAdvisor, Denise Robinett is certified to assist your business in understanding the features and functionality of QuickBooks. Depending on your needs, EBS can assist with your initial QuickBooks setup, and provide QuickBooks training and ongoing accounting support.

As a QuickBooks ProAdvisor, we offer the following services:

Reviewing Legal and Tax Structure to Determine Accounting Needs
Building a Chart of Accounts
Setting up QuickBooks Preferences for Tax, Management and Reporting Needs
Establishing Item Listings, Class Tracking and Job Costing Preferences
Developing Accounting Training Plans
Solving Technical or Software Problems
Teaching Managers to use QuickBooks Reports to Analyze Performance
Entering Data, Reconciling Accounts and Updating Records
Providing Periodic Accounting Reviews and Support Services
Providing Telephone Consulting for Immediate Problem-Solving
Setting Up Daily Cash Summaries for Retail Establishments
Creating Fixed Asset Schedules
Entering Adjusting and Closing Entries at Year End
Upgrading or Changing Versions of QuickBooks
Processing Payroll
Preparing Financial Statements
Branding Your Company with QuickBooks Customization
Managing Loans in QuickBooks
Managing Inventory in QuickBooks
Setting up Multi-User and Single-User Security

QuickBooks Setup

Not currently using QuickBooks? Denise will meet with your company to discuss your company’s accounting needs and determine which QuickBooks edition is the right solution for your business. Since initial setup and installation of the software can be confusing, many of our clients find it most productive for Denise or another member of the EBS team to oversee the initial QuickBooks set-up.

QuickBooks Training

EBS offers QuickBooks training for both first-time users and for more experienced bookkeepers who know the basics, but need assistance using QuickBooks for job costing, payroll, managerial reporting or end-of-year close outs. We use a combination of one-on-one training and “homework” sessions that use the company’s real-time transactions as training material. This strategy has proven very successful as it allows our clients to receive in-depth QuickBooks training without falling behind in their bookkeeping tasks.

Training topics often include:

Entering Source Data Correctly
Generating Payroll and Sales Tax Returns and Tax Payments
Understanding Periodic and Perpetual Inventory Methods
Using the Time Tracking and Billing Feature
Correcting Common Errors
Reconciling Accounts
Generating W2 and 1099 Forms
Using the Reminders Feature to Meet Deadlines
Understanding Estimates and Progress Billing
Customizing QuickBooks Documents
Understanding Cash versus Accrual Basis Accounting
Entering General Journal Entries
Understanding Accounts Payable and Receivable Procedures
Using Job Costing and Class Tracking for Detailed Reports
Producing Reports and Graphs for Managers
Understanding the Integrated Applications Available to QuickBooks Users
Using Memorized Transactions for Accuracy and Timeliness
Generating Correspondence from QuickBooks
Processing Credit Cards through QuickBooks
Accomplishing Multi-User and Single-User Tasks
Securing Accounting Data

Troubleshooting Accounting Issues

For companies that have used QuickBooks for several years and struggle with data entry errors or historical mistakes that continue to impact current records, EBS can formulate strategies for correcting the problem(s). Most strategies require a combination of updating and changing software for user compatibility, training for day-to-day success, and monthly or quarterly reviews to prevent future problems.

We are not only certified to set-up, train and troubleshoot QuickBooks software, but our day-to-day accounting experience will help your business stay on track.

Need Assistance?

If you need assistance in getting the most out of your accounting software, call EBS today at (703) 357-3309 or