Although QuickBooks is designed to be user-friendly, the installation and initial setup of your Company is a critical step and best left to a professional who can make sure your software is installed and set up correctly the first time.  The initial setup is like the foundation of a building, it must be done correctly or it will lead to more serious problems later on.

  Setup includes:

  • Free consultation to discuss your specific needs
  • Installing the right version of QuickBooks for your business
  • Setup Users including limiting areas of access
  • Customize your Chart of Accounts, enter existing Account Balances
  • Setup your Items List (Products and Services you sell to customers)
  • Setup Sales Tax and Payroll
  • Setting up downloads of your Banks and Credit Card transactions to reduce data entry
  • Creating templates for Estimates, Invoices, Purchase Orders, Statements, etc
  • Test the system to ensure data flows through correctly
  • Initial Training on most important features of QuickBooks so you can keep your books.


QuickBooks Training


Ideal for the Business Owner, Entrepreneur or individual looking to improve their knowledge of QuickBooks.  Tailored to your needs, it can be anything from basic functions to advanced techniques.  This is a Hands On method that works best one on one or with a small group of co-workers. Sessions can be on-site at your location, at mine or done remotely.  Whatever is best for you.


  • Training provided by an Intuit Certified QuickBooks Advanced ProAdvisor
  • NOT a one size fits all approach
  • We discuss and address your specific needs / job function
  • I evaluate your workflow and skill level and provide time saving tips and suggestions
  • You will learn practical QuickBooks skills as they apply to your business / job.


QuickBooks Support Services


  • Follow up training as needed
  • Email / Phone Support
  • Monthly, Quarterly or Annual Review of your QuickBooks File
  • Custom reports to ensure Management is getting the information needed to make informed business decisions.
  • Bookkeeping Services for those businesses who prefer to have a professional do their books.

QuickBooks Setup

​​(847) 901-9918

"My Focus is Your Success"

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