Enjoy QuickBooks® Benefits Plus QuickBooks® Services from Gift CPAs

QuickBooks® is the Ideal Business Accounting Software for Small- to Mid-Sized Businesses—and it’s Better with Support from the Pros

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Eight Reasons Why Your Accountant Should Be Using QuickBooks®

When you purchase QuickBooks® through Gift CPAs, you may be eligible for a monthly discount. But that’s not all! When we use your QuickBooks® to deliver our top-level bookkeeping and accounting services, you’ll experience these benefits:

Many simple bookkeeping tasks are handled automatically by QuickBooks®, making it easier to run your business. QuickBooks® Online makes it even easier with daily automated downloads of banking and credit card transactions and integration with other applications which simplify other tasks, too!

Always know where your business stands. Instantly know if you’re making money and if your business is healthy. QuickBooks® Online allows collaboration with Gift CPAs, so access to your information is just an app away!

QuickBooks® will help you design a business plan to use when trying to secure a small business loan or line of credit so you can plan for the future. QuickBooks® will create a projected balance sheet, profit and loss statement, and statement of cash flows in the format recommended by the U.S. Small Business Administration.

QuickBooks® is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks® has added customized accounting packages for contractors and offers Point of Sale and Enterprise editions.

QuickBooks® is a stable, reliable, proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks® as their accounting software. You can’t go wrong with a software program that has such an extensive installed user base.

Save errors (and time typing) when you share data between QuickBooks® and over 100 business applications. You can even share data with popular programs, such as Microsoft® Excel, Word, Outlook, and ACT.

With QuickBooks® Online Payments, you can email an invoice or statement. And with QuickBooks® Online Billing, your client can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!

With QuickBooks® GoPayments, you can easily accept credit card payments. QuickBooks® Merchant Services is the only credit card acceptance service integrated with QuickBooks® software, which means you don’t have to enter the same data twice. No additional software or hardware is required; your clients can use Visa, Mastercard, or American Express; and you even get a free card swiper.

You May Be Eligible for a QuickBooks® Discount

When you choose Gift CPAs as your bookkeeping or accounting partner with QuickBooks® services, you may qualify for a monthly discount. Get in touch with us to see if you qualify.

Do I Qualify For A Discount?

Are you ready to experience all the benefits of QuickBooks® services? Contact Gift CPAs today to learn more.

What’s Included with QuickBooks® Services from Gift CPAs

When you use Gift CPAs for your QuickBooks® bookkeeping services and/or QuickBooks® accounting services, here’s what’s included:

Professional setup and installation make switching accounting systems seamless. Expert setup ensures that no information is lost and that all future information will be accurate. We can even help you set up QuickBooks® Online as a cloud application.

Although QuickBooks® is designed for nearly anyone to understand, the initial setup and installation must be done correctly so that future information is accurate. This can become complicated if you switch from manual accounting operations to QuickBooks® in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? Our QuickBooks® experts can help you answer these questions so we can complete the initial setup and installation in a timely manner.

Here’s an example of how we’ll set up your new QuickBooks® application:

  • Study and evaluate your software and accounting needs.
  • Determine which application is best for your business, online or desktop.
  • Recommend software and hardware requirements.
  • Set up a chart of accounts along with the accounting package, accounts receivable, accounts payable, etc.
  • Determine your QuickBooks® starting date.
  • Load your chart of accounts and balances as of that starting date.
  • Prepare a list of the items that you sell to your customers, including services, inventory parts, and non-inventory parts, as well as other charges and sales taxes.
  • Enter your outstanding accounts receivable and accounts payable details as of your starting date.
  • Input your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Print a trial balance as of your starting date and compare it to your trial balance from your old system.
  • Enter your transactions since your starting date into QuickBooks®.

Our experts offer personalized training for your employees. Whether we come to your location or schedule a call or online session, one-on-one training allows us to focus on your business’s unique challenges. We’ll never lose time focusing on items that don’t impact your business.

QuickBooks® training gives your business a leg up on competitors who don’t take advantage of everything this comprehensive platform has to offer. Once QuickBooks® is set up and working properly, we can train you and/or your employees to operate it in a way that accommodates your operations.

QuickBooks® training will help focus your team on the aspects of this powerful business tool so you can get maximum benefits from the start.

Why choose one-on-one training instead of taking a class? There are several reasons:

  • We’ll come to your location or schedule a conference call or online session.
  • We’ll focus on the individual issues facing your business.
  • We’ll be there to answer your specific questions and concerns.
  • No need to spend time on features that don’t impact your business!

And why choose Gift CPAs to deliver your QuickBooks® training?

As certified professional accountants and bookkeepers, we understand more than just the ins and outs of QuickBooks®. We bring broad expertise in effectively running small- and mid-size businesses, and we’re able to explain how to use the tools and make sense of the data they provide.

With QuickBooks® you can generate key financial statements and build plans for where to steer your business as you look to the future.

Even your accounting system could use a spring cleaning. Whether your goal is to prep for tax season, conduct a financial review, or sort out a problem area – QuickBooks® Cleanup will help you get a handle on your books. We will:

  • Review your transactions for the year.
  • Clean up stray entries.
  • Customize reports.
  • Balance general ledger to subsidiary records.
  • Provide personalized training.

A QuickBooks® Cleanup is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business. And it will save you money!

A QuickBooks® expert is only a phone call or email away. If you need assistance, simply reach out to a Certified Professional Advisor and we’ll respond with a detailed solution, usually within 24 hours.

Need QuickBooks® Services? Check with Gift CPAs First

Before you make a QuickBooks® purchase, contact Gift CPAs to see what type of discount we might be able to arrange for you. Be sure to ask about how our QuickBooks® bookkeeping services and QuickBooks® accounting services can make your business more efficient.

We have a member of the Gift CPAs team ready to speak to you.

Consult With Gift CPAs