Bookkeeping

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

  • Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the QuickBooks system.
  • Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • Follow up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Call our office (515-259-7779) or send us a brief email with the form provided, and we will be in touch right away..

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (515) 259-7779 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

Ann M. Hartz, CPA and Associates’s Tips for 2023 Small Business Tax Planning

Forward-thinking is a must in business… that goes for your taxes too. And I’m going to dive into what that looks like today. But first, let’s talk about your tax filing. The S corp and partnership filing deadline is coming up (March 15 to be exact). While we’ll...

Claiming the WOTC While Hiring in Your Des Moines Metro, including all the suburbs Business

Firstly, we are barrelling towards the March 15th deadline for corporate tax returns. There's a good chance that we'll just put you right on extension, but if you have anything you need for us to know about your situation, please do let us know...

Deducting Travel Expenses for Your Des Moines Metro, including all the suburbs Business This Year

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

Anticipating First-Year Expenses When Opening a Des Moines Metro, including all the suburbs Business

It’s February and love is in the air. (So are taxes. And Super Bowls. And bad tax software commercials – but I’ll leave those for another day.)Flowers and chocolates showed up on desks and countertops this week with sweet little romantic notes. Restaurants set those...

Ann M. Hartz, CPA and Associates Wants to Know: Got a Business Exit Strategy?

The big day is almost here. No, not tax day.(Which is on April 18th this year — and you should be thinking about that now and start by grabbing a time on our calendar: 515-259-7779 )I'm obviously talking about the Super Bowl. And maybe you’re not paying attention...

Remote Work & Your Des Moines Metro, including all the suburbs Business Insurance Policy

Now that we’re through January (and all of the 1099’s and payroll-related information returns), we take a small breath … but then things start ramping up again for us here at Ann M. Hartz, CPA and Associates.So let this serve as an early notice that it would be a very...

Ann M. Hartz, CPA and Associates’s 7 Keys to Lowering Shipping Costs

Seen on Twitter this past weekend:Seems pretty typical with the way the IRS has operated over the past few years. If you’ve had any trouble with them processing anything of yours … well, that’s one explanation (and there are plenty more where that came...

Mastering Your Des Moines Metro, including all the suburbs Business Phone Answering

How is your year starting out? We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Des Moines Metro, including all the suburbs business finances right now.Relatedly, what are your customer service goals for...

Hiring a Consultant for Your Des Moines Metro, including all the suburbs Business

Remembering and honoring Martin Luther King this week has me thinking once again about being a voice. It’s hard not to get inspired listening to the iconic words of the famous I Have a Dream speech (if you’ve never listened to the entire speech, it’s worth...

Accepting Crypto Payments in Your Des Moines Metro, including all the suburbs Business

First of all, congratulations on making it through 2022. Pat on the back for sticking with it through the very real ups and the challenging lows. Many of our Des Moines Metro, including all the suburbs clients went through the wringer … others had their best year...
Skip to content