Ragland & Cochran CPAS can help you get off on the right foot with your Quick Books set up. We offer training and support for all areas of Quick Books and we have a Quick Books Pro Advisor on site to assist with more complicated issues. We can be there for you from choosing the right version of Quick Books for your business, through set up and implementation of the program.
We know that getting your accounts, vendors, customers and items set up correctly can alleviate a lot of trouble down the line. Don’t wait until you run into a problem to get the advice you need. A small investment of time up front can help you avoid a lot of hassle later.
Training of owners and accounting personnel
We can work with you to train you and your staff to use Quick Books. We have experience with all versions of Quick Books including Quick Books Online. We can help you use the program to track payables, receivable, inventory and to produce internal financial statements. We can show you how to customize reports and to enter data properly.
We offer training services at your location or at our offices. We are available by phone to answer questions as they arise. We know that when you “get stuck”, it is important to get feedback right away so that you can keep working. We offer that immediate attention without the hassle of waiting in a customer service queue on the phone or waiting for an email reply from Quick Books support.
When trouble strikes, and you realize that you have a problem with your accounting reports, we can help you find the solution. We have many years experience with Quick Books, Peach Tree. Our staff is here to help with any complex issues and to train you how to fix these issues yourself in the future. Let us be your “go to” solution for your Quick Books problems.
Determining essential reports for management
Finding the reports that you need in the Quick Books program can be a bit overwhelming. Ragland & Cochran CPAS can help weed out the reports that are not useful to you. We can help you alter standard reports to fit your needs and to memorize those reports so that they are easily accessible in the future.
We can help you understand what your balance sheet and income statement are telling you about your business. We can explain what banks and other third party users can tell about your company when you provide the financials to them.
Establishing procedures to ensure confidentiality of information
We can offer tips on how to establish log ins and passwords to protect the confidentiality of your business. If you have employees who access Quick Books to enter data, you can restrict what areas of Quick Books they are allowed to see.
Additionally, you can password protect prior information so that it cannot be altered. We can show you how to lock your year-end numbers so that they are not intentionally or accidently changed.
We can teach you how to use the audit function of Quick Books to determine who is making changes to your Quick Books data.
Determining which Quick Books Product is right for your business
Don’t spend more money than you need – let Ragland & Cochran help you decide which Quick Books product is right for your business. We can work with you to decide which level of service is appropriate and how many users you need to license. We can offer input on ways to access your Quick Books files remotely so that you can work while you are not in the office.
We have a Quick Books Pro Advisor on staff to assist with your complex questions and find the answers for you.
There is no task too small for Ragland and Cochran CPAS. We can work with you to get your data entered into Quick Books and to record the necessary journal entries. We can help reconcile your internal financials to the company tax returns and teach you how to keep your records up to date throughout the year.
If you prefer a more “hands off” option, we can take care of all the little details, so that you don’t have to.