FISCAL FOUNDATIONS, LLC.
ACCOUNTING & BOOKKEEPING SERVICES
Providing small businesses & nonprofits
worry free bookkeeping and
QuickBooks® training services since 1994!
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Off Site New Company Setup and Customization
It’s simple! Just fill out the Company Information Interview telling us about your company. We’ll set up your QuickBooks® file, and then call you to discuss and further customize the file to your particular needs.
Setup will include:
- Company information screen
- Chart of Accounts
- Items list of your products and services
- 1099 vendors
- Employee list
- Users and passwords
- Customized invoice template
- Customer and vendor profile lists
- Class list
- Custom-designed management reports
- Memorized transactions
- Payroll set up (Payroll subscription is an extra charge) – Optional
- Other special features we recommend for your unique business
- List of requirements for your business to ensure you are in compliance with government agencies and rules
- Customized Icon Bar with forms, lists, tasks and reports you’ll most frequently use.
New Company Set Up/Customization/Installation Coaching - $399
To order...
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Call Jennifer at 651-324-2273 requesting New Company File Setup. She will process your VISA/Mastercard payment and email you a New Company Questionnaire.
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Complete the Questionnaire and email it to info@fiscalfoundations.com.
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One of our Accounting Consultants will set up your QuickBooks® file based on the information in your Questionnaire.
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The Accounting Consultant will call you to ask additional questions to tailor your QuickBooksTM file to your specific needs for tracking and reporting your company’s performance.
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You will confirm the version of QuickBooks® that is installed on your computer.
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The Accounting Consultant will email your file to you with instructions for restoring your file.
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The Accounting Consultant will call you to confirm you received your file and are able to access your data. S/he will provide coaching to help you do this if necessary.
If you need QuickBooks® software, indicate the version you prefer (We can recommend the right one for you.), and we’ll have it shipped FREE direct to you at a 10% discount off the MSRP.
We also recommend signing up for our Ask a QuickBooks Expert Phone Support Hotline.
For more information about this service or any of our other services or products, please call Jennifer at (651) 324-2273 or email us at: info@fiscalfoundations.com