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Quickbooks & MS Office Accounting

WTS Accounting is a group dedicated in helping companies (profit and non-profit) clean up and balance problem QuickBooks, help put accounting procedures in place, training users how to efficiently and effectively operate and customized QuickBooks.


QuickBooks is the ideal business accounting software for small to mid-sized business owners. 


Installations, Customized Setups and Training


 For a Free Consultation or Installation, please click here and we will  contact you.


Although QuickBooks is designed for the layman to understand, the initial setup and installation must  be done correctly in order for future information to be accurate.

Setting up QuickBooks  is one of the most important things you can do when it comes to accounting. The key to successfully setting up QuickBooks correctly is to have a knowledge of accounting. If the software are not set up correctly, nothing will work properly meaning your financial information will not be accurate.


All of our QuickBooks setups is customized to the client’s specifications. This includes setting up your chart of accounts, customizing lists, forms and creating the templates you need to help you speed up and automate your accounting process so you can focus on running your business.


This is a short list of the services we provide during your Accounting software setup:


  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determination of your Accounting software  starting date
  • Loading your chart of account and balances as of that starting date

  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes

  • Entering your outstanding accounts receivable and accounts payable details as of your starting date

  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date

  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system

  • Entering your transactions since your starting dates into QuickBooks

  • Train the client or client staff in use of software to meet their accounting, management and tax needs.


Training benefits:

  • We come to your location.

  • We focus on the individual issues facing your business.

  • We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don’t impact your business!
Review, Cleaning Up Problem Books

We can review your chart of accounts for any problems and correct them. Clean up and balancing of problem accounts including income, expense, inventory and bank/credit card reconciliations. Help you get back on track with inventory. Get your receivables and payables in order. Reconcile your bank and credit card accounts. Help you produce accurate financial reports. Make sure everything works properly.



Solutions for CPAs & CFOs


If you're a CPA, Tax Accountant or CFO and do not have the time or the resources to clean up your clients bookkeeping messes, look no further. WTS Accounting  can quickly step in and get your clients QuickBooks cleaned up and balanced and ready for you to do your work. We take care of all the nuts and bolts, detailed type work. We will also train your clients on how to properly operate QuickBooks.


How Your Clients Will Benefit Using Our QuickBooks Solutions Services:


·         QuickBooks and its Chart of Accounts will be set up correctly

·         Clean up and balancing of problem accounts including income, expense, inventory and bank/credit card reconciliations

·         Review and evaluate their company's accounting procedures to make sure QuickBooks is being utilized as efficiently as possible

·         Configure QuickBooks to show projects/job profitability in seconds

·         Being able to quickly create accurate Profit & Loss statements on the fly

·         Have all their financial information centralized in one location, no more shoe boxes or spreadsheets

·         Be able to quickly manage and successfully operate QuickBooks with training based on their company's business model

·         Getting their financial data ready at tax time in 5 minutes or less  


 For a Free Consultation or Installation, please click here and we will  contact you.