“Hassle Free” QuickBooks Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

If you think you are too young to worry about estate planning, or perhaps you are waiting until you have more “estate” to bother with, think again. By planning now what happens to your estate in the event of your death, you will be left with the peace of mind that comes with knowing that you have provided to the best of your ability for your children and your family.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

  • Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the QuickBooks system.
  • Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • Follow up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Let Us Help:

Tax Beacon, LLC’s Guide to The Tax Benefits of Marriage (& Drawbacks)

Memorial Day always seems to be the mark of the start of summer: school’s out, Surprise, AZ pools open, backyard barbecues commence, and wedding season goes full tilt (I’ve got some insight on the tax benefits of marriage coming at you today)... Seems...

How Surprise, AZ Taxpayers Can Check Their Social Security Statement and Status

 Are you stressed? Anxious?If so, you're not alone. As someone who is "in the trenches" with MANY Surprise, AZ families and small business owners (as well as plenty outside of our Surprise, AZ area), I'm hearing from many who are deeply struggling ... and who...

Multilevel Marketing Tips for Surprise, AZ First-Timers

Summer break. For Surprise, AZ school-age children, those are the two sweetest words in the English language. For parents, it’s … a mixed bag. You might have family vacations and cookouts and some memory-making planned, but it also means YOU are the one figuring out...

Jeff Baugus’s Case for Umbrella Insurance

So, this is the time of year when IRS notices start pouring into Surprise, AZ mailboxes. And while the IRS has put a hold on a lot of those, some are still trickling through.And no one likes getting them.The problem right now is that the IRS is still in “treading...

Buy Now Pay Later Pitfalls Surprise, AZ Shoppers Should Beware

Although the strain of tax season is behind us, I know we all are feeling the weight of financial strain on our daily lives.The pressure cooker of inflation, pandemic / post-pandemic, cultural upheavals, global friction, political shifts, etc. has really taken its...

When Amending a Tax Return Is Right for Surprise, AZ Taxpayers

Here we are in May. The tax deadline is in the rearview … and we’re still here for our Surprise, AZ friends. Ready to rock on your behalf. Today I’m talking about second chances.Ctrl + Z. Ever used that keyboard shortcut? It’s also known as the “undo” button – a...

Why Disability Insurance Matters – Jeff Baugus’s Take

Now that the tax deadline has come (and gone - whew!), it’s time to start thinking about the rest of 2022… and future possibilities of all kinds – both good and, well, not so good. The good? There are steps Surprise, AZ taxpayers like you can take now to help...

How Surprise, AZ Taxpayers Can Wisely Spend A Tax Refund

By the time you read this, the tax deadline will have just passed and our Surprise, AZ tax office will be taking a long, deep breath. (Serenity now!) These days have been a whirlwind of activity for us here at Tax Beacon, LLC, and not just because of tax...

How Surprise, AZ Retirees Can Stretch That Retirement Fund

You might not feel this as much in your bones as we do here, but the tax deadline is getting very close. This year, for reasons that at this point in our season would take way too long to explain, the tax deadline is April 18th (not 15th).We’re...

Jeff Baugus’s Perspective on Tax Filing Extensions

Today’s issue we’re diving into tax filing extensions… and Surprise, AZ people do this for all kinds of reasons. Truthfully, extended deadlines and delays have been pretty commonplace in the tax world over the last few years. Sometimes life smacks you in the face and...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us