Why should I get help setting up QuickBooks? Although QuickBooks is designed for the layperson to understand, the initial setup and installation needs to be done properly to avoid costly issues later. The same information and decisions required to set up manual books are also required to setup QuickBooks such as what accounting method to use, what chart of accounts to use and how to handle beginning balances. If you switch to QuickBooks in the middle of the year, the process is even more complex. A Certified QuickBooks ProAdvisor can help you answer these questions and complete the initial installation and setup in a timely manner while training you or your employees on proper use of QuickBooks.
Once QuickBooks is set up and working properly, why should I choose one-on-one training instead of a class or online training program? We focus on your specific QuickBooks issues and can answer your particular questions and concerns. You don't waste time with features that don't impact your business.
My QuickBooks data file seems to have errors, can you help? Whether you need to prepare for tax time, a financial review or just clean up some problem areas, we can help! We will review your transactions, clean up stray entries, balance general ledger to subsidiary records, customize reports and provide personalized training to help you stay on track. Accurate records give you the information you need to make good decisions for your business.
What other services does Altitude Financial Planning provide? We provide tax preparation and comprehensive financial planning services as well as seminars and workshops on financial planning, income tax and QuickBooks topics. Check the Upcoming Events section by clicking on these links.
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