Setup and Training
A poorly configured QuickBooks file or one not tailored to your business needs does not just create extra work. It creates inaccurate reports, missed deductions and financial decisions made on bad information.
Payroll that is not set up correctly carries its own risks entirely. Missed tax deadlines, incorrect filings and unexpected notices from tax agencies can create serious headaches for a growing business. Getting it right from the start matters.
What's included
Morgan Morrow’s setup and training services are designed to build systems that work the way your business works. We tailor your QuickBooks file specifically to your business and your style so it is clean, intuitive and only contains what is relevant to you. When your chart of accounts reflects your actual business, categorizing income and expenses becomes faster and more accurate. The less time it takes to process your books the more likely you are to spend time actually reviewing the reports that data creates and that is where the real value lives.
We also teach you how to leverage QuickBooks technology and automation to save time so your books work for you rather than the other way around.
Our goal is always your independence. We set things up, teach you how to run them and stay available as you find your footing. When you are ready to take the wheel entirely you will have the systems, the processes and the knowledge to do it well.
This is where we can help:
- QuickBooks Online setup by a Certified ProAdvisor tailored to your business
- Financial system and software selection
- Initial and ongoing QuickBooks training for owners and staff
- Accounting fundamentals training including reading a profit and loss, understanding a balance sheet and more
- Payroll setup and training. We set it up, teach you to run it and support you through the early learning curve
- Guidance on payroll service and tax agency notifications as your systems get connected
- Adding new employees to your payroll system
- Payroll mapping to QuickBooks for automation
- Sales tax processes, procedures and training
- Processes and procedures designed for bookkeeping efficiency
- Third party system integration with QuickBooks Online including Bill.com, JobTread, BuilderTrend and various payroll providers
- Troubleshooting broken integrations between third party systems and QuickBooks
- AIA invoicing training for construction including G702, G703 and change order procedures
- New employee and in house staff bookkeeping training
The goal is simple.
Schedule a 20-minute call to talk through your setup needs.