9

Setup, Customization, and Conversions

We’ll work with you to evaluate what version of QuickBooks will make your life easiest, install and customize the software, get your current data into the new system, and train you and your team on how to use it.
9

Support when you need it

No question is too small. Our goal is to get you feeling confident, able to navigate your software and get the answers you need. We can do anything from a one-time Q&A to regular, ongoing support – or just give us a call when you need an expert opinion.
9

Clean-up and Restructure

If your books need a clean-up, or you’re not getting the information you need, we’re here to help. We’ll conduct a comprehensive review, and then work together to streamline your systems and get you clear, useful reports.
9

Find out more from QuickBooks

Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.

See Intuit’s site for current QuickBooks information and pricing

Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

9

Save time by dealing with common tasks automatically. 

9

Generate and customize reports with ease. 

9

Easily customize and adapt your setup so that it will work the way you need it to work for your business. 

9

Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.

9

Manage invoicing and payments online — No more check-in-the-mail syndrome.

9

Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.

9

Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

:

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

9

Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

9

Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

9

Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

9

Enter any transactions as of your start date into the QuickBooks system.

9

Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

9

Follow-up training to make sure the system is working seamlessly for your business.

9

Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

:

Training for You and Your Staff

9

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience.

No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business.

Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

:

Reset Your Quickbooks

9

Does your bookkeeping need a little housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

:

Let Us Help:

3 Debt Elimination Steps for Your Los Angeles County Small Business

An important date is coming up, and even though I’m not your tax person, it only seems fair to remind you…The tax filing deadline is Monday, April 15th. Last minute filing is not recommended for the sake of your business’s financial health.Besides that, we’re now into...

A New Retirement Plan for Los Angeles County Small Business Owners

Here we are four months into a new year and plugging along towards 2024’s goals for your business. First, thank you so much for your trust, and for allowing us to be the ones you trust to guide you on the path you’re charting for your business. Since we work...

Managing Remote Workers Through I-9 Requirements: A How-To for Los Angeles County Businesses

We’re working hard for you.And we always want to make sure you’re optimizing your processes for profit, efficiency, visibility, and legal compliance. Including areas that often get overlooked…I keep seeing headlines about the arm wrestling over remote work, as...

Why Retain Los Angeles County Business Advisors Year-Round

Let’s get real: It’s mid-March and January’s zeal for fixing all the broken things in your business has probably faded by now.Maybe you started the year with a bang, but the grind has set in and it feels more like, well, a grind.That new spreadsheet you created to...

Zero-Based Budgeting in Your Los Angeles County Small Business

No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...

Making Your Los Angeles County Business and Tech Work Together

When I see relevant stats that my Monrovia business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about end-of-month tasks.If you haven’t gotten all of last month’s...

The Nuances of Sales Tax Holidays For Los Angeles County Business Owners

Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we've been asking for ... by the 1st? :)Second — Have you reported your Beneficial Ownership Information to FinCen yet? If not, and...

A Failed Business Strategy Tale for Los Angeles County Owners

We’re less than a month away from March Madness. The NCAA recently released the tournament schedule with locations, if you’re wanting to see your favorite team play in person. Or you just want to mark it on your home calendar so your family knows you’ll be...

Los Angeles County Business Owners, A Big Gmail Update Is on the Way

For a long time, the NFL was hands-off when it came to Las Vegas. They were unwilling to get anywhere close because of the long-time commissioner’s caution about the connections some big NFL names had with well-known mob connections. Commissioner Pete...

K&K Business Solutions, Inc.’s Guide to 2024 New Small Business Trends & Regulations

This weekend we got a chance to see what’s trending in the world of music via the 66th Annual Grammy Awards. But something that wasn’t talked about on stage was the struggles of the music industry right now. A lot of artists are facing difficulties with promoting...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!