American Tech Pro Solutions           (512) 422-0620            QuickBooks Bookkeeping and Payroll

Services

Consulting Services

QuickBooks Pro, Premier and Mac set-up, customizing, training and support

Although QuickBooks® is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information necessary to set up manual bookkeeping records is also necessary to set up and install QuickBooks® on your computer. This task is even more complicated if you switch from manual bookkeeping operations to QuickBooks® in the middle of the year.

An Advanced Certified QuickBooks® ProAdvisor can easily complete the initial setup and installation in a timely manner. In addition, your employees can receive training on QuickBooks® to enhance their performance.

As with any financial software program, installation and training take time - time taken away from managing your business. Here's a short list of the services we provide during your QuickBooks® setup:

  • Study and evaluate your software and financial recording needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up the chart of accounts and the entire financial package including payroll, accounts receivable, accounts payable, inventory, etc.
  • Load your Chart of Accounts and balances.
  • Prepare 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.
  • Enter your outstanding accounts receivable and accounts payable details.
  • Enter your ending bank balances and outstanding checks and deposits.
  • Print a trial balance and compare it to your trial balance from your old system.
  • Enter all transactions since your start date into QuickBooks®.
  • Customize templates for forms printed from QuickBooks: Invoices, Estimates, Credit Memos and more.
  • Train you and/or your staff in the use of the software to meet your financial, management and tax needs.

Bookkeeping Services

  • Monthly, quarterly or annual review of your QuickBooks® data to assist in tax preparation and management reports.
  • Federal and State Employer Quarterly and Annual Reporting 
  • State Sales Tax and Franchise Tax Returns
  • Annual County Business Personal Property Renditions
  • Payroll (weekly, bi-weekly, semi-monthly, monthly)
  • Bank and Credit Card Account Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Financial reporting including Profit & Loss and Balance Sheet
  • Eliminate Existing Bookkeeping Backlog

                                    QuickBooks® is a registered trademark and/or registered service mark of Intuit Inc., used with permission.


 

We accept payment by PayPal, Cash and Personal Check.


American Tech Pro Solutions
P. O. Box 5597
Round Rock, TX 78683-5597
512.422.0620