Quickbooks Setup and Training

A properly setup and functioning accounting system can make or break many companies. Setting up and using QuickBooks correctly can help you run your business in a more organized fashion and  provide high quality financial information to support your key business decisions. Below are some of the services we provide:

SETUP SERVICES

We will start with a very thorough understanding of your business model. We will work hard to setup your company file so you receive the most relevant and reliable financial information. We will develop innovative ways to meet your unique business needs.

Conversions

Are you converting from another accounting package or a custom built legacy system to QuickBooks?  We have deep QuickBooks data expertise. We can help you determine what data should be brought over.  We can design a training program to ensure your staff is up and running quickly.

THIRD PARTY APPS

This is a big topic.  QuickBooks desktop and QuickBooks online integrates with hundreds of third party applications.  Some do it well and some do not.  We don't know them all - not even close.  But we have experimented, demoed and at least heard of many of them.  Let us know your technology challenge, pick our brain and we will give you feedback on which apps you may consider.

Data Integration

Do you have other applications which should be sharing data with QuickBooks?  We have advanced expertise in importing and exporting data from QuickBooks.  We will sit down with you to understand your current systems and determine how to achieve a smooth data flow between each system.

QUICKBOOKS CLEAN-UP

Are your books getting out of hand or maybe just need a quick dusting?  Either way, we can almost certainly help.  We will first identify the issues, come up with a game plan to clean up your books, and train you on how to avoid these same issues in the future.  In the end, you should have a dependable set of books providing you relevant and reliable financial information.

QUICKBOOKS AS-NEEDED CONSULTING

Many clients are satisfactorily up and running with QuickBooks but need a reliable resource for guidance on varying issues. Knopf Co. is that valuable resource and can provide highly technical guidance relating to QuickBooks financial software


Testimonials

"David was very courteous, knowledgeable and responsive. He exhibited a broad knowledge and understanding of both accounting concepts in general and QuickBooks in particular. His knowledge is matched by his patient manner and ability to explain difficult concepts clearly. I would recommend his services to anyone who needs a quick, accurate resolution to their dilemmas."

 

"As a fellow ProAdvisor, I am greatly impressed by David's knowledge and expertise of QuickBooks and Accounting. His understanding and creative application of the various features in QuickBooks for different industries is very notable. I have sought David's advice on several occasions - from just needing another ProAdvisor's opinion to resolving issues that I was struggling with in QuickBooks. Great resource!"

 

"Over two years ago, we hired David as a QuickBooks consultant to create a model for our new growing business. He has done such exceptional work in designing and upgrading an Excel spreadsheet that is linked to QuickBooks.  Since I knew nothing about QuickBooks, David trained me to be proficient in maintaining all our business financial data in QuickBooks and the Excel spreadsheet. Whenever I have an issue, David is always there to quickly respond and resolve the problem. I would have been lost without David's help."

 

"David is a consummate professional. As a result of his no nonsense, proactive reorganization of our exsisting system we experienced unprecedented growth. Thank you David!"

 


 Certified QuickBooks Advanced ProAdvisor

Since 2004, David Knopf, CPA has been Certified as a QuickBooks ProAdvisor.  He has advanced expertise with Enterprise, Pro, Premier, and Online  versions of QuickBooks.  Over the last 10 years, David has consulted with many clients from many different industries.  At times, David has found innovative ways to use QuickBooks financial software to suite his clients business needs.