QuickBooks was the first mass-marketed business accounting software. Before QuickBooks, accounting software was highly specialized and required many hours of consultation with computer experts and your accountant.

There’s a temptation to think that QuickBooks is as easy to set up as any other software. You've just started your business or just picked up a copy of QuickBooks and one of the first things you’ll notice is that it isn't quite the "15 minutes and you're up and running" as advertised by Intuit. You're not alone, and Intuit knows that small business owners who work with a ProAdvisor have a far easier, happier, and less painful QuickBooks experience. We're here to listen to what you do in your business and translate it into an accounting system that runs with you.

Many decisions are made when setting up QuickBooks for the first time – decisions that are important in ensuring that it works for you and gives you useful information for managing your business. These decisions include setting up your chart of accounts, how you want to process sales and expenses, and how you want to track customers, receivables and payables. It gets even trickier. For example, how do you need to track sales tax? How do you manage your employees, your payroll and your tax withholdings?

Tekpals also knows the technology. We can help you select computers to efficiently run QuickBooks We can set up your systems so that multiple people can work on your data at the same time and from remote locations. We can integrate your data so that you only have to enter customer information once; it can automatically propagate to your other applications.

You may have been using QuickBooks for months or even years. Yet, you know that it’s not running like it should. Perhaps there are too many manual workarounds. Maybe you have a hard time believing the reports that come from your system. Maybe you’ve even had errors or unpaid bills that you didn’t know about or customer receivables that you forgot about!

Tekpals can help get your QuickBooks data back in shape. We take the time to listen to the issues you’ve been experiencing. We get to know your staff. We learn how you’re entering information into QuickBooks and how you’re using data from QuickBooks. Next, we take a look at your QuickBooks data file and analyze it for errors and inconsistencies. This automated analysis helps identify problems with your data that make reconciliation or tax time difficult. We can perform this analysis without disrupting your daily processes!

Even for those who use QuickBooks correctly, tricky transactions and time consuming processes can be fixed and made easier through regularly scheduled meetings by web conference or in person. For example, did you know there’s right way to process a replacement paycheck that keeps your payroll liabilities correct? There are many wrong ways to do this that really messes up your withholding taxes! Another common tricky issue with QuickBooks is setting up gift certificates. We can help you set these up so that you’ll always know the outstanding unused balance.

Tekpals can train you to perform basic accounting and other tasks efficiently and effectively. Training makes all the difference between a frustrating experience and a wonderful feeling of being in touch with the key parts of your business, such as sales, expenses, forecasts or tax planning.

We can hold training seminars at your place of business. Occasionally we host seminars for many organizations at our offices.

Training can be custom designed specifically for your business. We'll focus on the areas where you need help or in areas that are unique to your business.

Let us know how we can help you!

Our QuickBooks background extends to reporting as well. We can not only help you with regular QuickBooks reports, but we can help you create custom reports from QuickBooks data. We can help you automate the report generation process so that the information you need is at your fingertips when you need it without a lot of intervention from you.

We can develop a regular reporting package that helps you manage your business. We can show you how to leverage use QuickBooks to identify slow paying customers and collect on the receivables due you, or leverage supplier discounts. We can serve many of our clients through remote access or remote file sharing. With remote access, we do the work from our offices directly on your computer -- as if one of us were sitting in your office. With file sharing, you send us your QuickBooks file and we do all the work for you from our location. You can still work on your file while we are working on our copy. When we’re done we send the updated file back to you and you can seamlessly combine it with your updates.

Preparing and analyzing financial statements and trends is time consuming. Tekpals offers you our services to prepare monthly financial statements for you with commentary. We'll work with you to identify a few key metrics that will help you measure the success of your business and will prepare these metrics for you. This helps you to focus on revenue generation, business development, customer relationship and operations. Our CFO services are value priced – a regular, predictable monthly fee will set this up for you!

Tekpals can help you integrate QuickBooks with other business software, such as a web shopping cart and shipping systems. We can show you how to set up digital downloads that restrict access to paid members and also integrate that with QuickBooks. No more double data entry! We’ll show you how to integrate QuickBooks with Microsoft Office so that you can export your QuickBooks data into Excel, Access or Word and create custom templates. From these programs you can develop customized reports from your data or create live links that automatically update Excel or Access with changes to QuickBooks. You can mail merge your customer data with Word for customized letters.

We’re experts on email marketing. We’ll show you how to integrate your QuickBooks customer data with email marketing applications. This allows you to send email newsletters or surveys and track who opened the email and what they did with those messages.

We can show you how to develop an integrated calendar that your customers can see to find appointment times. If you wish, we can also show you how to allow your customers to book appointment times with you online.