Hassle Free QuickBooks Setup

Let Us Setup QuickBooks for You… Avoid Days (or Potential Weeks) of Hassle and Aggravation!

It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.

Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system.

When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. We will…

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Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.

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Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.

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Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.

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Enter any transactions as of your start date into the QuickBooks system.

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Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.

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Follow up training to make sure the system is working seamlessly for your business.

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Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Let Us Help:

What Are The Best Year-End Tax Moves New Castle County Taxpayers Can Make Last Minute?

 Key TakeawaysYou can still make charitable gifts that count for this tax year, including donor-advised funds and stock donations. Depending on your income level, it may make sense to itemize deductions and repay a fourth-quarter state estimated tax payment...
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What Does the IRS Math Act Mean For New Castle County Taxpayers?

 Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS must prominently tell you about your 60-day right to request abatement, including the exact deadline date. Line...
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What’s the New Castle County Gig Worker Solution to a Surprise Tax Bill?

 Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before the January estimated tax deadline. Maximize year-end deductions such as mileage, home office, equipment purchases,...
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IRA v Roth IRA v 401(k): Should New Castle County Taxpayers Convert Before 2026?

 Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later.  Roth IRA means tax-free growth and withdrawals later.  401(k) has larger limits with employer-based tax benefits. A Roth conversion adds income to...
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What Are The Best Safe Online Shopping Tips For New Castle County Holiday Shoppers?

Key Takeaways Watch for IRS impersonation scams.  Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...
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A Moment to Give Thanks for My New Castle County Clients

As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe things that are not exactly a joyride.The national noise was intense.- Inflation nearly made eggs feel like a...
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How Do New Castle County Investors Avoid Capital Gains Taxes From Selling Investments Or Property?

  Key Takeaways Hold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of the 0%...
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What is in the One Big Beautiful Bill? Child Tax Credit Changes for New Castle County Families

 Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly)...
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Can an ABLE Account Help New Castle County Families with Qualified Disability Expenses?

 Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...
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What’s Alternative Minimum Tax? A 2026 Update for New Castle County High Earners

 Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...
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Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!