robertson and associates cpa

QuickBooks Set-Up Support

Lake County CPA quickbooksOne reason QuickBooks has emerged as the most popular accounting software for small businesses is its ease of use, but it’s critical to set the system up correctly and ensure that your staff is properly trained on using it. That’s where Robertson & Associates, CPAs, a respected Lake County CPA firm and Certified QuickBooks ProAdvisor, can help.

We've helped many business owners in the Lake County area get the most from their QuickBooks investment right from the beginning. Call us at 707-263-9012 (Lakeport) or 707-468-5711 (Ukiah) to learn how we can assist you with a wide range of issues, including:

  • Conducting a thorough evaluation of your accounting hardware and software requirements.
  • Helping you identify the best version of QuickBooks software to meet your specific needs.
  • Determining and setting up the appropriate accounts - payroll, accounts receivable, accounts payable, inventory, etc. - for your business.
  • Mapping your accounts for tax purposes, making your tax preparations easier and less expensive.
  • Creating customized templates for invoices, purchase orders and financial statements.
  • Setting up online downloads from your financial institutions.
  • Training you and your staff to use QuickBooks
  • Providing on-going QuickBooks support as needed.

Contact us today for more information on how we can help you get started with QuickBooks. We'll be happy to provide an initial consultation at no cost and with absolutely no obligation.