| As
a QuickBooks® Professional Advisor, we will meet with
new or current users of QuickBooks® and provide a free
assessment of their accounting system needs and a
demonstration of the QuickBooks® Accounting Software.
After the assessment/demonstration, we will provide the
client with a written proposal for services including
the price of the software, installation, set up,
training, and support.
QuickBooks®
Professional Advisor
Our firm is a member of the QuickBooks® Professional
Advisors Program and has been supporting QuickBooks®
since 1995.
QuickBooks®
Accounting Software
QuickBooks® accounting software is the most user
friendly and economical accounting system on the market
today. This software is ideal for small businesses with
under 50 employees and annual revenues of less than five
million dollars. You do the majority of your bookkeeping
as you write checks and record receipts on a daily
basis. With QuickBooks® you know if you’re making or
losing money instantly. There’s no need to understand
accounting jargon like debits, credits or postings.
Leave that to us!
As CPAs, we understand
your internal and external reporting needs. Whether you’re
seeking quarterly or annual tax reports, interim
financial statements for the bank or a listing of bills
to be paid, we can take your QuickBooks® data and make
any necessary adjustments to prepare the reports you
need. If you prefer to produce your reports in-house, we
can make sure QuickBooks® is set up to produce the
information you desire.
Frequently
asked questions about QuickBooks®
Will
QuickBooks® do payroll for me?
Yes. Once you set up your pay categories, deductions and
employee W-4 information, payroll is as simple as
entering the hours worked. QuickBooks® calculates the
deductions, prints the paychecks and summarizes your
payroll information automatically. There are various
payroll reports which you can run to determine payroll
tax liabilities and QuickBooks® will even print your
quarterly Form 941 and annual Forms 940 and W-2s.
Will
QuickBooks® pay my bills?
Yes. Entering your bills is so easy and it allows you to
sort your bills by due date or vendor to help you decide
who to pay first. Accounts payable reports, like all
other QuickBooks® reports, are available with the click of your mouse and can be created for any date you
choose. Once your vendor information is entered, vendor
names and addresses will print on the checks, enabling
you to use window envelopes rather than writing out or
typing envelopes. QuickBooks® will also print 1099s at
the end of year for those vendors you designate as
required to receive 1099s.
Will
QuickBooks® keep my checkbook up-to-date?
Yes. Provided you enter your transactions on a daily
basis, your bank balances will automatically be updated
after each transaction. QuickBooks® also has a
reconciliation feature that saves time compared to
reconciling your bank statement manually each month.
What
other features does QuickBooks® offer?
- Inventory tracking
- Acts as database for
printing labels or rolodex cards
- Tracks expenses by
customer/job
- Customizable forms
- Audit trail function
- Cash flow forecasting
- Budgeting
- On-line banking
How
long would it take to get QuickBooks® up and running
for my business?
Depending on the size of your business and how quickly
you can gather the information to get your company set
up, on average it would take 2 to 4 weeks to set up your
company information, e.g. chart of accounts, payroll
information, customized invoicing and beginning
balances. Training normally takes 6 to 8 hours, usually
in 3 to 4 hour blocks.
I
am already using QuickBooks®. What can Bruce A. Rukkila,
CPA, PC do for me?
We can review your chart of accounts and transaction
history to see that QuickBooks® has been set up
properly for tax purposes and according to Financial
Accounting Standards, if necessary. We can also help you
customize forms and reports to best suit your needs or
train you about software features you may not be using
because you don’t quite understand them yet.
Do
I still need my accountant?
Of course we’re not going to say no, but we do hope
QuickBooks® will help you manage your company more
efficiently. We will always be here to assist you with
any accounting, payroll or tax services you desire, but
we see our role changing from "number cruncher"
to business consultant. One of our goals is to help you
achieve your goals as a business. Customizing
QuickBooks® to fit your needs is an excellent way to do
that.
Contact
Us for a free QuickBooks® assessment today!
* QuickBooks is a
registered trademark of Intuit Inc. |