Brooklyn, NY CPA firm

QuickBooks™ Setup and Installation

QuickBooks Setup

Although QuickBooks is designed for the average user to understand, the initial set-up and installation must be done correctly. Our Brooklyn CPA accounting firm has Certified QuickBooks ProAdvisors on staff that have been helping businesses get their QuickBooks data file set-up quickly and efficiently for many years.

With our guidance your business will be able to produce financial information that will help you make critical business decisions and ensure efficient tax preparation at year end. In addition, we'll train you or your bookkeeper to meet your accounting, tax and management needs.

Whether you are starting a new business or new to QuickBooks, Phillip & Associates, LLC, a Brooklyn CPA, can help customize QuickBooks to meet your specific needs, help you get the most out of the software and ensure that your QuickBooks file is tracking your financial information accurately and efficiently.

QuickBooks Setup for All Kinds of Businesses

  • Conduct an on-site evaluation of your software and accounting needs.
  • Recommend software and hardware requirements.
  • Determine the correct chart of accounts for your specific business including payroll, accounts receivable, inventory, accounts payable, etc.
  • Map the accounts for tax preparation purposes to help you save money on tax preparation fees.
  • Create templates for invoices, purchase orders and statements that meet your needs.
  • Set-up online downloads from financial institutions.
  • Train in-house bookkeeper or business owner to meet your accounting, tax and management needs.

We are a Local Brooklyn CPA Firm

Phillip & Associates, LLC is a local CPA firm who can come to your location. Our Certified QuickBooks ProAdvisors work with businesses throughout New York City, Manhattan, Brooklyn, the Bronx, Queens, and on Long Island. We help all kinds of businesses operating in a wide variety of industries set up their QuickBooks accounting software

Our NY Certified QuickBooks ProAdvisors will provide a complimentary review of your QuickBooks data file. Call Claudine Phillip at 718-241-2233 to set-up an appointment today. You can also request a consultation through our website.