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Let Quickbooks® Help You Run Your Business

Dana S. Beane & Company, PLLC has been a Pro Adviser since the program's inception, servicing clients who are using QuickBooks® in their businesses. The business may be an entirely new entity which will require determination of a chart of accounts to properly record activity, or the business may be converting from another software program to QuickBooks® and want to use its existing accounts. We can assist you in setting up your QuickBooks® file and train you to use the software. We encourage our clients to be as self-sufficient as possible, and after the initial set-up and training we are available to assist with any problems and questions that may arise. There are also inventory and cash register interfaces available in the third party software market.

QuickBooks® has an Easy Step Interview that walks you through the set up of your company. There is guidance for specific industries; however, a customized chart of accounts will sometimes give you more meaningful reports to aid in the management of your business.

QuickBooks® and QuickBooks® Pro® is easy to learn and use. No accounting knowledge is necessary, but we strongly urge you to make certain it is setup correctly. There is no need to understand debits, credits or postings, you just fill in familiar forms on screen like checks, invoices and other forms and QuickBooks® automatically helps do the accounting for you. With this system you can also maintain your payroll, do your monthly bank reconciliation and keep track of your accounts receivable through aging reports. You can see how your business is doing since you will have the ability to have a profit and loss statement and balance sheet at any time.

QuickBooks® Navigator uses flow charts to guide you step by step. We are also available to help you with problems you may encounter or areas with which you are unfamiliar.
 

We can help you:

• Help you create a chart of accounts to accommodate your new business.
• Help you correctly set up the system to avoid problems and to assure it operates as you envision.
• Help you use your existing chart of accounts.
• Assist you with telephone support (charged to your credit card).
• Design and implement procedures to assist you in operating your business more efficiently.
• Respond to your email questions.

Basically, it's point of transaction software with a date driven general ledger package. Since it is date driven and memorizes how the same transaction was last recorded, it is rather foolproof (if the first cycle of transactions are accurately recorded) and most cut-off issues and posting routines that use to require accounting training to learn have been eliminated. Nonetheless, we have found that without proper set up and instruction, laymen can make a large mess of it.

We offer QB assistance to business. Specifically, we offer not only training and follow up, but design and implementation of accounting systems with emphasis upon internal controls. Small businesses with our assistance have been able to implement full blow general ledger accounting systems with balance sheet tie ins in short order. It usually takes intensive assistance at the beginning and then the time and effort dribbles off within 6 months with the key to success being unrestricted communications during that period. The more sophisticated the accounting system the more effort is required.