Vikmar Tax & Accounting Specialties, fulfilling Bookkeeping, Payroll, and Tax Preparation needs of small businesses in the East Bay and Yosemite Foothills.

Setup of Quickbooks

Quicksetup:
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.

All information necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial Setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost?
I initially want to find out a little more about your business and your accounting records before I furnish you with an exact quote. Rest assured that I work with many small business owners and my rates are designed to fit my client's budgets. As with any accounting software program, installation and training take time - time taken away from managing your business.

Here's a short list of the services that are provided during your QuickBooks setup:

• Study and evaluate your software and accounting needs.
• Recommend software and hardware requirements.
• Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
• Determination of your QuickBooks starting date
• Loading your chart of account and balances as of that starting date
• Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes
• Entering your outstanding accounts receivable and accounts payable details as of your starting date
• Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
• Printing a trial balance as of your starting date and comparing it to your trial balance from your old system
• Entering your transactions since your starting dates into QuickBooks
• Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

• Follow up training to ensure the client is "on the right track".
• Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

Yes! I'm interested in the QuickBooks Setup and Installation service.
Please E-Mail me to find out more, or call to schedule a time when we can meet East Bay Office:  510-222-1916
Sonora Office:   209-532-0002.

Viktorea Martinez

East Bay Office:
P.O Box 1149
El Cerrito, CA 94530
510-222-1916 office
510-222-1408 fax

Sonora Office:
P.O Box 2200
Columbia, CA 95310
209-532-0002 office
209-532-1629 fax

E-mail:
viktorea@vikmaracct.com