Peachtree and QuickBooks Setup

John D. Carrigg CPA utilizes industry leading tools to guide client success.
Years of expertise using Peachtree Accounting, as well as Quickbooks is part of what benefits the relationship between my firm and your accounting/financial needs. 

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances? Those are important questions to which we have the answers if your current financial system is not meeting your needs.

How much does it cost? We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many business owners and our rates are designed to fit the budgets of our clients.

As with any accounting software program, installation and training take time - time taken away from managing your business. The following services we provide so you can feel confident and comfortable that your future is handled well.
John D. Carrigg, CPA can:
  • 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.
  • Load your chart of accounts and balances
  • Prepare 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
  • Enter your outstanding accounts receivable and accounts payable details
  • Entering your ending statement bank balances and outstanding checks & deposits in transit as of your starting date
  • Print a trial balance and comparing it to your trial balance from your old system
  • Produce professional accounting reports for reporting and presentation
  • Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
  • Follow up throughout various financial procedures to ensure the business is "on the right track".
  • Monthly, quarterly or annual review of financial data to assist in tax preparation and management reports.

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