© Coffman Business Solutions, LLC
Needs Analysis
Implementing the right solution from the start is critical to successful business management and growth. To fully understand your business needs, it is necessary to begin with a detailed analysis and reporting of your company's accounting functions.
- We will analyze your existing accounting software information to provide us with an in-depth look at your accounting information and the complexity of the data your company tracks.
- We will assess your accounting system needs, hardware and software needs, and any training needs.
- After our analysis, we will provide you with a detailed needs report, along with estimated time requirements to set up your accounting system.
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QuickBooks Basic Setup
Although QuickBooks is very user-friendly, you may want assistance in installing QuickBooks for immediate use. A typical basic implementation may include the following depending upon your specific needs:
- General ledger set-up
- Customized chart of accounts
- Opening balances entered
- Item list (up to 15 service items)
- Accounts payable (up to 15 vendors)
- Accounts receivable (up to 15 customers)
- Sales tax set up
- One hour onsite training
- One hour telephone or remote support
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QuickBooks Growth Setup
For those who want additional QuickBooks customization, a typical growth implementation may include:
- Inventory (up to 15 inventory parts)
- Payroll set-up (up to 20 employees)
- Ohio Sales Tax set-up
- One customized sales form with your company logo
- One hour onsite training (total of 2 hours when adding on to basic setup)
- One hour telephone or remote support (total of 2 hours when adding on to basic setup)
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QuickBooks Corporate Setup
For companies with more than two QuickBooks users, and owners who want to use QuickBooks as a management tool, our corporate implementation includes:
- Networking the company file
- Customized Balance Sheet and Profit & Loss reports
- Budget & Cash Flow Reports set-up
- One hour onsite training (total of 3 hours when adding on to basic and growth setups)
- One hour telephone support (total of 3 hours when adding on to basic and growth setups)
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Data File Review
Once your accounting system is up and running, we recommend periodic reviews of your data file. An accurate data file is critical for making key financial decisions and helps you produce a tax return at year-end with much greater efficiency. Quarterly* data file reviews typically require 3-4 hours and include the following:
- An in-depth analysis of your data file
- A three part written report detailing the overall health of your data file, changes we made to the file, a list of errors found in the file, and a correction checklist for you to follow
- Recommendations for enhancing your data and reporting
- Feedback on new tools and features you are using
*We recommend monthly reviews initially, graduating to quarterly reviews.
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QuickBooks Add-On Solutions
In addition to our setup options, QuickBooks offers a multitude of add-on services that work seamlessly within your QuickBooks program. Ask us how we can design and implement a powerful business management solution perfect for your company. Examples of some QuickBooks add-on business solutions include:
- Online Backup Solutions – Get peace of mind knowing your data file is regularly backed up and securely protected without the hassle of CDs or floppy disks.
- Online Banking Services Setup – Download banking and credit card transactions directly into your QuickBooks file reducing the risk of data entry errors.
- QuickBooks Billing Solutions - Get paid faster by allowing customers to pay you online.
- Merchant Services Set-up - Accept all major credit cards anytime, anywhere with QuickBooks Merchant Services.
- Remote Access Setup - Access your PC, QuickBooks files, programs and emails with just a browser and Internet connection from anywhere, anytime. Perfect for those who work from home or travel often.
- QuickBooks Payroll Solutions & Direct Deposit
- Third-party software integration with QuickBooks - Your business may need a specific solution not available from within the QuickBooks program. Intuit has addressed this need by partnering with software developers to offer over 400 products and services that seamlessly integrate with QuickBooks.
QuickBooks Consulting Solutions...
Coffman Business Solutions will design an accounting solution specifically for your needs so you can effectively manage and grow your business. For companies who need more comprehensive tools for advanced accounting management,we recommend QuickBooks Enterprise Edition.
