QuickBooks is the #1 rated accounting system for small businesses.

QuickBooks Design, Installation and Set-Up

BlumShapiro, provides installation, training and ongoing support for QuickBooks accounting software. The initial design and installation of QuickBooks is critical to the overall success of the system.

The BlumShapiro team has significant experience designing and implementing QuickBooks accounting systems for many different types of businesses and organizations.

QuickBooks Installation Services

  • Review your current accounting needs and reports
  • Determine implementation conversion timetable
  • Install software, including set-up of new data file and preferences (accounting method)
  • Design and load chart of accounts
  • Set up bank accounts, including outstanding checks and deposits in transit
  • Load customer and vendor names and addresses
  • Enter open accounts receivable and accounts payable
  • Prepare a list of the items that you sell to your customers (services, parts, etc.)
  • Load beginning balances as of conversion date
  • Process any accounting transactions since conversion date
  • Design and create financial reporting package
  • Design and create custom reports
  • Bring the new system online

QuickBooks Training

Once your customized QuickBooks system is installed, BlumShapiro provides hands-on training, which features:

  • One-on-one attention
  • Training at your location
  • Training tailored to the unique issues facing your business
  • Answers to your specific questions and concerns
  • No time wasted on features that don’t impact your business

QuickBooks Ongoing Support

After your system is up and running, BlumShapiro provides these follow-up services:

  • Prompt answers to your questions
  • Additional training as necessary
  • Monthly, quarterly or annual review of your QuickBooks data file
  • Assistance with closing the books to prepare management and/or year-end tax reports

Learn more about our other outsourced accounting services >>

Litigation Support Services

Advisors | Auditors | Consultants | CPAs – BlumShapiro is one of the premier consulting firms in New England and a Top 100 CPA Firm in the U.S. Our professionals serve companies in Boston (MA), Hartford (CT), Cranston (RI), Shelton (CT) and Quincy (MA) with technology consulting, business valuations, litigation support, project management, process & controls and bankruptcy consulting services. We are a Intacct Partner offering accounting software including Cloud ERP solutions. Learn more about our City of the Future offerings.