In Need of QuickBooks Services?

Financial Advisors Inc. in Delavan, WI, provides QuickBook Services to small businesses throughout Walworth County WI. We provide the following services:
QuickBooks Setup
QuickBooks Training
QuickAnswers
QuickTuneup
Purchasing of QuickBooks
Call 262-728-2202 today to find out more!

QuickBooks Setup

We will provide the following services during your QuickBooks setup:
  • Study and evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting date into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
  • Follow up training to ensure the client is "on the right track".
  • Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

QuickBooks Tune-Up

Tune-up Topics:
  • Reviewing your transactions for the year
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary records
  • Additional personalized training
Payroll — Men Working on Computer with Accounting Software Concept in Delavan, WI

Have a QuickBooks question?

We charge $20 per question. Questions can be called in, left on our voicemail, faxed, or emailed. One of our professionals will respond within 24 hours.