Set-up and Training
QuickBooks Set Up
We set up and customize your QuickBooks to meet your demands
1 x 1 upfront training so related to Quickbooks & Apps
3 – 1 x 1 follow up training Q & A sessions
On a monthly basis reconcile bank and credit card accounts
Gain insights into the performance of your business
Be prepared for 1099s and keep track of general liability and workers compensation certificates
Hire an Accounting Professional to set up Your Books
At Accounting Lifeline, we understand how valuable your time and money are. That’s why we ensure you spend both productively. We trust our process to accurately setup your QuickBooks using best practices to create a user-friendly process. We also work with your tax accountant to verify all parties are collaborating in your best interest.
Get Training to Ensure You’re doing it Right
Not sure you’re ready for QuickBooks? No worries – we provide one-on-one training, so you’ll be confidently processing transactions in QuickBooks in no time. We also create user’s guides and demo videos if you need further training. Of course, we are always just a phone call away if you need us.
We also provide QuickBooks conversions whether you are using Excel, another accounting program, or any of the various versions of QuickBooks and want to make the switch to another QuickBooks version.