Setup and Support Services for QuickBooks®*

Staunton QuickBooks ProAdvisor

At Schyler C. Smiley, CPA PLLC, we recommend QuickBooks® as the primary accounting solution for most of our small business clients because each subscription is affordable and offers a ton of great features. When we become your CPA firm, we’ll handle the initial setup to be sure your data is accurately collected throughout the year. As Certified QuickBooks® ProAdvisors, we can advise which type of QuickBooks® subscription you should purchase and we can help with the initial set up of the file. 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.

QuickBooks Online Advanced QuickBooks Desktop QuickBooks Enterprise QuickBooks Point of sale

Small Business Support for QuickBooks

Because we are Certified QuickBooks® ProAdvisors, we get discounted prices on most QuickBooks® Online subscriptions, which allows us to pass on some of those savings to our clients. As long as we create the file for you, and you remain our client, you will always pay less than full retail price. Call us at 540-480-0637 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
  • Customizing a chart of accounts specific to your industry
  • Synchronizing bank and credit cards for automatic import of financial transactions
  • Connecting integrated applications
  • Updating opening account balances (for businesses with existing balances)
  • Adding products and services sold to customers and mapping those items to the underlying account
  • Importing current customer and vendor information
  • Invoice customization for clients who use QuickBooks® to bill customers
  • Setting up payroll (i.e. adding employee info, wages, withholding information, etc.)
  • Setting up sales tax so that each invoice created calculates the correct amount of sales tax

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