Streamlined Bookkeeping Services            
(Advanced QuickBooks Certified Consultant)

Phone: 925-895-0607

Quickbooks Conversions

If you have been thinking about using QuickBooks and not sure whether it can meet your business needs or not, since you are not familiar to the QuickBooks and how much it cost. He is certified QuickBooks ProAdvisor with 8 years of experience and have already set up QuickBooks for 50 businesses in almost all industries. Typical conversion process start with understanding clients business such as existing procedure, type of business, size of business and other detail. To his experience most of small and medium sized business works perfectly fine with QuickBooks. However, there is few QuickBooks products limitation that might be a problem using QuickBooks. This is the reason that he test everything with no charge prior to actual conversion.

Things that are taken into consideration while conversion is client list, item list, vendor list, historical transactions, payroll, accounts balance, forms and most importantly functionally in QuickBooks to create accurate, professional managerial accounting repots. He analyze all possibilities and choose the right and best approach that fits client particular needs. Most of conversion process is done via electronic download of existing customer list, items list, open invoices, outstanding checks, accounts balance into QuickBooks for faster and accuracy. Good news is he has successfully converted to QuickBooks about 95% of business, who contacted me.

If you have been using QuickBooks for a while but it need clean-up, data validation, catch-up, he can audit your existing QuickBooks files and detect and correct common errors and problems and bring the books current.

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