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2.2 QuickBooks Services Header - Colored
Services Offered for
QuickBooks® software Users
Independent Consulting Services using QuickBooks®  software
*Please note that I am an Independent Consulting Professional and do not work for Intuit®.
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I offer independent Consulting services using QuickBooks® software that is geared towards small and medium-sized businesses. You have 2 different options to choose from - QuickBooks® Desktop and QuickBooks®  Online: 

QuickBooks® Desktop is locally installed or hosted software that can be purchased with a yearly subscription pricing model or a “one-time” purchase that does however sunset after 3 years. Some functionalities will be lost when it is sunset however and they will not provide any support. QuickBooks® Desktop is purchased based on the number of users and allows for a multi-user environment. QuickBooks® Desktop has Pro, Premier and Enterprise versions to choose from.

® Online is hosted online so no need to install any software and can be accessed from anywhere with an internet connection and across multiple devices. QuickBooks® Online has Self- Employed, Simple Start, Essentials, Plus, and Advanced to choose from. 

I will help you determine the right QuickBooks® software for you to meet your needs. 

Although QuickBooks® software is designed to be easy to understand and use, the initial setup must be done correctly to get accurate information. I will help you determine which version of QuickBooks® software will meet your needs and install and set up your data file in a timely manner. Information will be required from you to set up your data file and a list of items will be provided after our initial meeting.


Here is a brief list of  some of the services I provide during setup:

  • Evaluate your needs and software requirements.

  • Recommend which QuickBooks® software version best meets your needs and any hardware requirements.

  • Install the software (QuickBooks® Desktop), create a data file, and set up your chart of accounts,  payroll, accounts receivable, accounts payable, etc.

  • Determine and set up your product and services you sell to your customers.

  • Design templates for your invoices, credit memo, etc. 

  • Enter opening balances as of your start date including outstanding customer balances and vendor balances. Bank account balances including outstanding checks and deposits not yet banked.

  • Enter transactions since your start date into your QuickBooks® software

  • Train you and your staff to use QuickBooks® software correctly and efficiently to meet your goals and objectives.

  • Ongoing services will be determined to keep you on track. 

Training for QuickBooks® Users

  • Offer onsite or online training.  

  • Training is tailored to specific areas you use or having trouble with.

Diagnostic Review and Clean Up

  • Diagnostic Review of QuickBooks Data

  • Cleaning up your data to get accurate financials.

Support for QuickBooks® Users

  • Phone, and email support provided, responses are usually within 24 hours.

    • Answer questions regarding QuickBooks® software

    • Questions on how to record transactions.

    • Troubleshoot error messages and balancing accounts.

    • Help customize reports.

    • + more

Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit® Inc. Used with permission under the QuickBooks® ProAdvisor Agreement.

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