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Initial QuickBooks Setup – Customized to Fit Your Needs


We specialize in custom QuickBooks setup and training for businesses. Each client has different needs that will determine what QuickBooks features to use to run their business. Businesses also differ in what level of bookkeeping and accounting they understand. By bringing together accounting, income tax planning, and QuickBooks knowledge, we can make sure your system is set up right from the start.

  • Learn only the features you need
  • Faster accounting system setup and payroll setup means less frustration and more time for you
  • On-site and remote access training available
    • We perform on-site Phoenix QuickBooks setups or we can remotely set up your files through a secure program that works with QuickBooks.
  • Add in software available to increase QuickBooks functionality

Case Study


One of our contractor clients needed the capability to print AIA Billings for percentage of completion contracts which QuickBooks does not do. When performing the QuickBooks setup, we also set up an add-on program that pulls the data from QuickBooks, tracks percentage of completion contracts and prints the AIA forms. This allows the client to only input the data once and not have to duplicate the information in another stand alone program which saves them time and keeps the information accurate.

Ongoing Support for your Business QuickBooks


Keeping your accounting system accurate is important. We offer different levels of support based on your needs. Whether it is reviewing your QuickBooks files on a periodic basis and providing financial reports or just being available to answer QuickBooks questions and solve problems. Monthly or quarterly QuickBooks reviews available to help keep your system reliable and give you accurate financial reports Remote access tools are available to quickly resolve any QuickBooks problems and provide additional training Fix and streamline existing QuickBooks databases