Jackson, OH Accounting Firm | QuickBooks Setup Page | Cotner, Cooley, Clark & Sharp LLC

Although you don't need an accounting background to use QuickBooks, the software needs to be setup and used correctly for the accounting information to be accurate.

All information necessary to setup manual accounting records is also necessary to setup QuickBooks on your computer. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of a year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? Should you use job or class tracking? We have the expertise to help you answer all of these questions and complete the initial setup in a timely manner. In addition, we can train your employees on the software to enhance their performance.

How much does it cost?

We realize that you want to know how much the project is going to cost before you make a purchase, so we have set up packages to help you obtain the services you need at a price you are willing to pay. If you have a new business, just select the packages that fit your needs and budget, answer a few simple questions, and let us do the rest! All prices listed are for services provided in one of our offices.

Many variables can affect the project if you have an existing business and want to convert your accounting system (from paper or another software package) to QuickBooks. If you need on-site services or assistance converting an existing system to QuickBooks, please contact Brenda Sharp at 740-286-2062 or bsharp@3cscpa.com for an estimate of fees.

The "start from scratch" package - $200

You want to get started using QuickBooks and you want expert help from the start. We will provide the following services (This does not include payroll setup. If you have employees, you will need to add a payroll setup package).

Evaluate your accounting needs
Assist you in selecting and ordering the appropriate software and related services.
Provide you with the minimum hardware requirements to run the accounting software.
Install and register the QuickBooks software.
Set-up your company information
Enter a pre-set chart of accounts for your industry with customization for your entity type, bank accounts, etc.
Customize the company preferences for sales tax, job costing, class tracking, etc.
Set-up users and security settings

The "I thought I could do it, but realized I don't want to" package - $110

You already have the software purchased and installed, but decided not to take a chance on setting it up yourself. We can get your company file set up correctly and ready for you to start data entry. (This does not include payroll setup. If you have employees, you will need to add a payroll setup package).

Set-up your company information
Enter a pre-set chart of accounts for your industry with customization for your entity type, bank name, etc.
Customize the company preferences for sales tax, job costing, class tracking, etc.
Set-up users and security settings

Payroll set-up - $55

We can get you ready to begin preparing payroll.

Set up your payroll items
Set up an employee template
Schedule your payroll liabilities

We can also set-up the individual employees for an additional $10 per employee.

Other services you may want to consider:

Get your employees started out right with training sessions customized to your business and your employee's prior computer skills. See the page on QuickBooks Training for a complete list of training packages.
Monthly, quarterly or annual review of QuickBooks data file to assist in tax preparation and management reports.
Tech support package to handle your questions by telephone or e-mail.