QuickBooks accounting allows small business owners to track their company’s profitability and financial standing. It doesn’t require sophisticated knowledge of accounting to navigate, however, when it comes to setup, there are many choices to make. We have desktop and online ProAdvisors ready to guide you through the process. As your company grows, we can also help you manage your finances, act as your controller, take over some responsibilities such as payroll and much more. We can do it quickly and efficiently, saving you money.

QuickBooks Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate. Which accounting method will you use? What chart of accounts do you need? How do you handle beginning balances?

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


Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you’ll be prepared with a QuickBooks Tune-up. Our QuickBooks Pro Advisor will help you clean up and organize your bookkeeping system including:

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

Don’t forget to visit our Quickbooks Tips & Tricks!

We release new pdf tips and training guides on a regular basis to help you get the most out of QuickBooks!


QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records. Your employees will find comfort in knowing an expert in QuickBooks is only an email or phone-call away.

QuickBooks Training

Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business. The benefits of a training class include:

  • We come to your location.
  • We focus on the individual issues facing your business.
  • We will be there to answer your specific questions and concerns.
  • No need to spend time on features that don’t impact your business!

Alerding CPA Group has an on-staff team of ProAdvisors trained in both desktop products and online software ready to assist you. Contact us to determine how we can be of service to you and improve your efficiency with QuickBooks.