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Create your QuickBooks account, including
setting up your chart of accounts, vendors,
customers, clients, and payroll.
Transfer your company’s files from an older
version of Quicken or QuickBooks to increase
productivity.
On a monthly basis, assess your company’s
financial reports and issue recommendations to
enhance reliability.
Review the
capabilities of different QuickBooks versions
with you, and review your company’s needs to
create a good fit.
Provide staff support to answer
QuickBooks related technical questions.
Assist staff in
creating appropriate monthly financial reports
to monitor your company’s financial position and
operating results.
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