An overwhelming number of certified Pro-Advisors would agree that QuickBooks will not live up to your expectations if is not set up properly. Proper use is virtually impossible with an improper setup. We have reviewed hundreds of accounting software setups, and unfortunately, the vast majority require major revisions, and almost none are setup to provide ownership with valuable reports and management information. BMI'S Setup and Use Analysis generally takes 60 to 90 minutes and includes a comprehensive review of your Chart of Accounts, Item List, Customer/Job List, Vendor List, Employee Lists, and other related lists, as well as assets, liabilities, receivables and payables. In addition, we review your input procedures and inquire as to issues or problems you may have, and tasks you are unable to perform. Finally, we will present you with a written copy of the analysis which will include our opinion of the value of your setup and use as it relates to both tax preparation and management.
In many cases, the analysis alone will help reduce your tax preparation costs since the amount of journal entries required to maintain your books will be reduced. If you're presently a QuickBooks user, we strongly suggest that any of our services be preceded with a Setup & Use Analysis. A confidentiality agreement is provided.
Before performing any of our many QuickBooks services, we highly recommend you have us perform a comprehensive review of your setup, how it is used, your concerns, and your expectations. The written summary rates the effectiveness of your setup and use for tax preparation, but more importantly for management purposes.
For pricing information and/or to schedule your analysis send an email to Gary@BizMez.com and include your contact information. Also include the Quickbooks program year (07,08,09) and the version of Quickbooks you are using (Pro, Premier, Enterprise).
