Setup and Support Services for QuickBooks™*

Newport Beach QuickBooks ProAdvisor

At Balboa Tax & Accounting Services, we recommend QuickBooks™ for our business clients but setting up any accounting software properly can be tricky if you’re not an accountant. When we become your accounting firm, we’ll handle the initial setup to be sure your data is accurately collected throughout the year. We know how to select the appropriate version of software for your type of business, create your chart of accounts, and design clear and professional invoice templates so your clients are more likely to pay on time. We can also answer questions and share useful tips for entering data to be sure you’re getting the most of your QuickBooks software.

In addition to easy setup and stable financial data, our ongoing support services for QuickBooks will make gathering documents for year-end tax filings easy and painless. Instead of spending hours organizing archaic paperwork and searching for missing receipts, we’ll use the information QuickBooks tracks throughout the year to prepare and file your taxes with minimal effort on your part.

Small Business Support for QuickBooks

Our Newport Beach, CA accounting firm offers consulting for QuickBooks as part of our package of accounting services for small businesses. Call us at 949-752-1120 or request your free consultation online now and find out how you can leverage QuickBooks to precisely track your finances.

  • Selecting the best version of QuickBooks for your business
  • Software installation or online setup
  • Generating your chart of accounts
  • Invoice template creation
  • Phone and email support for problems
  • Data file clean up

*Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.