Installing software can be complex, with over 3,000 potential errors that may arise during typical software installations like QuickBooks. Coupled with network challenges, this process can become daunting. However, our team of experienced financial systems analysts possess deep expertise to address these issues and ensure a smooth setup. During the file setup phase, we will configure your software on your desktop, local network, or in a secure, cloud-hosted environment while establishing user access. We will implement your software based on the tailored implementation plan we've developed for you, aligning with your subscription choice. This includes setting up:
While we excel in software installation, it’s important to recognize the boundaries of our services. We do not adjust records to comply with Generally Accepted Accounting Principles (GAAP) or specific tax requirements, nor do we conduct audits or verify submitted data. Reports generated are intended solely for internal management use and do not replace official financial statements. Additionally, we do not provide legal services or engage in procedures to uncover errors, fraud, or illegal activities.
To ensure a seamless installation, timely provision of specific documents and information from your end is necessary. This includes a backup copy of your current software database containing essential details such as balance sheets, check registers, customer accounts, invoices, receipts, sales tax and vendor information, purchase orders, federal tax ID numbers, payroll specifics, employee data, and unemployment account information. Rest assured, all information provided by you will be used as-is, without further verification or investigation on our part.
