QuickBooks Services

Are you planning to make the change to paperless accounting or need a new accounting solution? Are you looking for expert help, need clean books for taxes, or want someone to set up or manage it all for you, our experts have your back.

Valuable Financial Insight

Have you been thinking about making the switch to a paperless accounting system? QuickBooks is an easy, efficient and affordable solution for managing your business.

QuickBooks accounting software can be used by small to mid-sized businesses and provides two versions to choose from, desktop and online. Whether you choose desktop or the online version you can create custom reports and easily view transaction reports, manage cash flow, and monitor income and expenses that assist in making sound business decisions.

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QuickBooks Provides Freedom

QuickBooks users have more time to focus on business, quickly find information with the ease of the software’s search function by entering keywords instead of thumbing through filing cabinets or stacks of files searching for needed information. If you use the online version search with ease from your mobile, laptop, or at the tax preparer’s office.

The QuickBooks financial management tool reduces paperwork clutter and simplifies workflow processes saving your business time and money.

Choosing to go paperless or switching accounting systems can be difficult but once you decide let Rosebud Financial Services LLC help you step by step through the process.

Rosebud Financial Services LLC can help:

  • Set up and customize specifically for your business
  • Employee Training – Personalized training for you and employees
  • QuickBooks Review- Review, sort and process monthly or quarterly transactions, reconciliations and prepare required reports
  • Periodic Tune-ups- Review of your QuickBooks system transactions, organizing and cleaning up your bookkeeping system.

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10 Reasons Why QuickBooks

  1. Time saving- Many bookkeeping processes are automatic
  2. Generate instant reports to quickly show how much money the business is making and the health of your business
  3. QuickBooks software is affordable and a accounting bargain for any business
  4. Grow your business with QuickBooks, it can help design a business plan and in some cases can easily generate required data sheets to secure small business loans
  5. It is customizable whether you are a contractor, retailer, health professional or non-profit
  6. QuickBooks offers integrated merchant account services so your business can accept credit card payments with no extra software or hardware.
  7. Pay bills and take care banking online with your current bank account; you can even download your bank statements directly into QuickBooks making monthly reconciliation easier.
  8. Get customer payments faster with QuickBooks online payments. Customers can use their credit card or complete a bank transfer when you email an invoice or statement with the QuickBooks Online Billing.
  9. Easily share data with other popular programs like Microsoft Excel, Word, and over 100 other business application saving typing time and errors.
  10. It has an extensive user base proven to be stable and reliable.

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QuickBooks Setup

Even though using QuickBooks is easy for the novice, setup can be difficult and should be done correctly in order for information to generate accurately. We install the QuickBooks software on your computer, review all the necessary information to set up accounting records, accounting methods and handle the beginning balances. We make it easy, especially if you are changing from manual accounting to QuickBooks. As an expert we answer all the important questions, complete the setup and will even train your employees on the use of accounting software.

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QuickBooks Setup Cost

First we want to meet you. We want to get to know you and your business. When we know more about your business and accounting needs we can quote a price that is sure to fit your budget as we have done with many other businesses.

While the QuickBooks installation, setup and training will take some time we want to ensure that you stay on track managing your business, we are ready to provide the services listed below.

  • Evaluation of accounting, software and hardware needs to provide the best recommendations
  • Complete software installation, setup of all accounts like inventory, accounts payable, accounts receivable, etc., even payroll if needed.
  • Determine QuickBooks starting dates that include your chart of account and other balances such as your outstanding receivables, and accounts payable.
  • Enter bank statements, outstanding checks and deposits in transit that reflect your QuickBooks starting date
  • Print and compare trial balances for comparison to your old accounting system
  • Enter business transactions in QuickBooks since your start date
  • QuickBooks training for you and your staff that will meet your management needs

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Access to ongoing Service

  • We will provide follow up training to keep you on track
  • Monthly, quarterly or annual data review to assist with tax preparation and/or management reports

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QuickBooks Training

After proper QuickBooks setup and installation we will train you and your employees how to properly work with and operate QuickBooks

One on One

  • Training one on one provides an individualized experience to your business, answering questions to solve issues that are specific to your business needs. That is what makes one on one training specialized.
  • Training provided at your location
  • Focus on individual issues that your business faces
  • Less time spent on features that do not impact business

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QuickBooks Help and Answered Questions

Questions that people need answered are not usually about the software, questions are geared more towards necessary accounting information and transactions. Having quick access to correct information is essential to maintain accurate financial records. You and your accounting department will have confidence knowing that an expert can be reached by email or phone, preventing wasted time and aggravation.

Whether your question(s) is called in or emailed, it will be answered by a QuickBooks Certified Professional Advisor that understands business. You will receive in detail the solution to your issue, problem and/or question usually within 24 hours.

How much? $20.00 per question with a 100% money back guarantee! If we cannot or do not adequately help resolve your issue, problem and/or question. Your money will be refunded 100%; that is our guarantee!

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QuickBooks Tune-up

Sometimes a QuickBooks tune up is helpful or maybe even necessary, it is a smart affordable way in handling your books. It can prepare you for tax time, provide a financial review and get problem areas cleaned up to provide accurate records allowing better decision making for your business; it can save you money too. The tune-up is completed by a QuickBooks Professional Advisor and in 4 hours will help get your bookkeeping system cleaned up and organized.

Tune-up Includes:

  • Review transactions and clean up unnecessary or incorrect entries
  • Report customization, balancing general ledger to other accounts
  • Any additional personalized training

When you are ready to give QuickBooks a try or need help with managing QuickBooks, contact us today and schedule an appointment for a cost effective plan that fits your business needs!

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