Whether you need to prepare for tax time,need your chart of accounts reviewed or set up,
or you want accurate financial reports or you just need to correct your small business
accounting problem areas, we can help whether you have QuickBooks™ Pro or Premier or
QuickBooks™ Online. We can provide you with a QuickBooks™ Tune-up. In three
(3) hours, a Nugent & Associates' Certified QuickBooks™ ProAdvisor will help you take the
beginning steps to improve and organize your bookkeeping system and make recommendations for improvement.
Improve your accounting system with a thorough QuickBooks™ Review
QuickBooks™ is the premier small business accounting software
and can be counted on to handle day-to-day accounting with
little to no issues. However, like any accounting system,
QuickBooks™ occassionally needs maintenance to improve
performance, clean up posting errors, and implement changes
in how you use the software.
While no two clients are alike, there are common issues that
affect client QuickBooks™ files that often need attention.
Several of these are:
- Duplicate customer names
- Duplicate vendor names
- Duplicate general ledger accounts
General ledger accounts added to the wrong Balance Sheet
or Income Statement section
- Payroll tax payments entered incorrectly
- Sales tax payments entered incorrectly
- Vendor payments entered incorrectly
- Customer payments not applied against the receivable
- QuickBooks™ file is too large
- QuickBooks™ is too slow
We work around our schedule.
At a time (between 8AM to 8PM) and day convenient to you (Sundays excluded), we will visit your place of
business to review your system in front of you.
While not an exhaustive list, some of the major steps we will provide include:
Review current setup, items, and chart of accounts
Review general bookkeeping and financial statements
Review credit card & bank account reconciliations
Identify and recommend improvements for problem areas
Customize reports so you can immediately analyze business activity
Provide efficiency and best practices
Balancing general ledger to subsidiary records
Cleaning up stray entries
Additional personalized training to assist you get more out of your software
A QuickBooks™ Tune-up is a great way to prepare for tax time, an important meeting, or a
periodic review of
your business strategy. In a few short hours, your QuickBooks™ professional can review transactions, clean
stray entries, balance the general ledger to subsidiary ledgers, and adjust the chart of accounts to reflect
changes in your business model. A Tune-Up can help you make better decisions, minimize the ill-effects of
undetected errors, and keep money flowing in the right direction,
A QuickBooks™ Tune-up is a smart and one time affordable way to
get a handle on your books. Accurate records allow you to make educated decisions for your
business and will save you money! Generally this is the first step to correct troublesome and
neglected areas, and additional time over the four hours is often required. An estimate will
be provided upon completion of the tune-up.
Please call or email us to schedule a time when we can meet.