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QuickBooks Advisory

Whether you need to prepare for tax time, a financial review, or you just need to clean up some areas, Cole, Newton & Duran can provide you with a QuickBooks tune-up. We help clients organize their bookkeeping system such as:

  • Reviewing your transactions for the year
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary records
  • Additional personalized training

QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly for future information to be accurate. Save hours of frustration by allowing a Cole, Newton & Duran professional setup QuickBooks for you correctly. 

All information necessary to setup manual accounting records is also necessary to install QuickBooks. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

A Cole, Newton & Duran expert can answer all these questions and complete the initial setup and installation in a timely manner.

QuickBooks Training

Once QuickBooks is setup and working , we train clients how to properly operate QuickBooks specifically for their business.

  • A trained Cole, Newton & Duran professional will come to your location
  • We focus on the individual issues facing your business
  • We will be there to answer specific questions and concerns
  • There is no need to spend time on features that don’t impact your business