• Recommend software and hardware requirements depending on your accounting needs

• Install software

• Determine starting date and set up company files:

Chart of Accounts (Assets, Liabilities, Income, Expenses, etc)

Bank Accounts (Setup account information and ending balances with outstanding checks and deposits in-transit)

Item List (Services, Inventory Parts, Non-Inventory Parts, Payments, Other Charges, Sales Taxes, etc)

Accounts Receivable (Setup customer files and outstanding account details)

Accounts Payable (Setup vendor files and bills due details)

Payroll (Setup employee files, deductions and employer liabilities, etc)

• Trial Balance Preparation and Analysis       

• Software training for client or client's staff