QuickBooks Setup
Configure accounts and workflows around the way the business operates and reports.
Learn about QuickBooks SetupQuickBooks Services
Set up the books correctly, train the people using them and fix problems before they compound.
How SBA Tax can help
Accounting software is only as useful as the information and processes behind it. SBA Tax helps businesses configure QuickBooks, understand daily workflows, resolve questions and clean up records for reporting or tax preparation.
Configure accounts and workflows around the way the business operates and reports.
Learn about QuickBooks SetupPractical training for owners or employees based on their responsibilities.
Learn about QuickBooks TrainingCorrect classifications and problem areas before tax preparation or financial review.
Learn about Cleanup & Tune-UpGet answers when bookkeeping questions arise [VERIFY CURRENT SUPPORT MODEL].
Learn about Questions & SupportBring QuickBooks records into better shape before returns are prepared.
Learn about Tax-Time PreparationConnect software workflows with ongoing bookkeeping and reporting needs.
Learn about Accounting CoordinationA clearer process
Every engagement is different, but the process should be understandable. Start with the facts, define the work and keep sensitive information in the right secure channel.
Talk With the TeamReview setup, accounts, workflows and the specific problems you are encountering.
Resolve agreed issues and align the file with reporting needs.
Show the right users how to follow a clearer ongoing process.
Frequently asked questions
Yes. QuickBooks setup is listed as a current service and can be coordinated with business formation and accounting support.
Yes. The current site describes training for owners and employees based on the needs of the business.
The live team page references a certification current through 2016. Replace that statement with verified current credentials or remove it.
Call SBA Tax or request a consultation for help with your tax, bookkeeping or accounting needs.