Customized QuickBooks® Set Up

Ensure your QuickBooks® file is setup right - Maximizing Productivity

Whether you just opened a new business or have been operating for a few months or even years, our Certified QuickBooks® Pro Advisors can help you set up an efficient accounting and bookkeeping system that will allow you to track the inner workings of your business.

We begin with an Apis Business Assessment to determine the true state of your business and also how to set up your QuickBooks® system.  Please visit the Apis Business Assessment link to fully understand what the Assessment does for you.

The recommendations made in the Assessment could include Special Projects as well as Accounting and Bookkeeping Services. All are aimed at helping you grow and maintain a healthy business.

We'll tailor the accounting and bookkeeping to your personal styles and needs.  The sooner you start using an efficient recordkeeping system, the better.  It's much easier to set up and set up correctly than it is to Catch Up/Clean Up.

Our Customized QuickBooks® Set Up Service includes but is not limited to:

  Custom Chart of Accounts

  Vendor and customer modules

  Sales tax items

  Revenue items

  Inventory items

  Asset Manager

  Coordinate integrated systems with QuickBooks® software i.e. POS, merchant services, outsourced payroll

  Budget

  Job costing and markup

  Class feature i.e. grant, project, department or location tracking purposes

  Map Chart of Accounts to proper tax line items in QuickBooks® files for assistance with year-end tax preparation

For more information on our Customized Accounting and Bookkeeping Set Up or to schedule a Free 60 Minute Consultation, please call 303.945.2104 or submit your request below to be contacted by an Apis Representative.