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QUICKBOOKS™ SYSTEM DESIGN
& TUNE-UP

Get What You Need from QuickBooks
QuickBooks is powerful accounting software for small businesses and organizations. Unfortunately, many small businesses don’t set up their QuickBooks files correctly from the start. In addition, their employees often don’t know how to use the advanced features in QuickBooks and fail to optimize the power of their accounting systems.

GrowthForce Solution
We are experts in designing new QuickBooks systems and tuning up existing ones. We are Certified QuickBooks Professional Advisors™ with more than 25 years of experience in accounting system design and 10 years of experience with QuickBooks products. We have a large selection of QuickBooks templates developed, and tested, to match with your business’ key performance indicators (KPIs).

We are also experts in best practices and business process re-engineering for small businesses. We know the importance of efficient business procedures and training employees to implement those procedures. We’ve created a library of procedures manuals to help you get to the best practices quickly and efficiently.

How it Works

Designing a New System
When designing a new QuickBooks system, we start with the end in mind. We help you determine what information you need - daily, weekly, monthly, quarterly and annually - to make intelligent business decisions.
From there, we work backwards to make sure you are properly capturing the information required, step-by-step, in each phase of our Prospect to Project™ cycle.

Re-designing an Existing System
Following the new system methodology, we’ll perform a gap analysis to determine the work required to optimize an existing system. We’ll determine whether to begin a new QuickBooks file or modify your existing file. For new files, we’ll transfer current year data from your existing QuickBooks file using our proprietary data transfer utility program.
Then, we’ll optimize your system by editing your current configuration and profile, including preferences, list structure, user profiles and report groups.

 

 




 

 

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