While QuickBooks is not designed specifically for fund accounting, it can be set up to do so. When setting up your file, it’s important to have knowledge of both fund accounting and Township reporting, as well as understand the inner workings of QuickBooks.
Without proper setup and training, it can be very easy to mix your funds and create a huge mess. Some of our past township and village clients had this exact problem. The client had no idea they had used one fund’s money to pay another fund’s expenses. Cleaning up situations like this is much more costly than making sure the file is set up correctly in the beginning.
Most of our clients save a significant amount of time on bookkeeping processes when compared to their old system.
When you hire us to set up your QuickBooks file, we will:
Cost can vary depending on the previous accounting system or if implementing at the beginning or middle of your fiscal year.
During your 3 months of unlimited support, we schedule Zoom meetings to walk you through everything:
Several Training Manuals are provided in PDF format.
We also provide access to our private Video Training Library during your unlimited support period. This library contains several pre-recorded videos on popular topics. In addition, you also receive recordings of all our live-training Zoom meetings.
After the unlimited support and training, some clients feel ready to “fly on their own”. Some do not.
In those cases, we offer month-to-month unlimited support for $325 per month.
We also offer limited annual support that ranges between $800-$2,500 per year. Those packages can include a variety of items such as:
We work remotely and do not accept paper copies at our office. All documents & files we request for the setup must be uploaded to our secure client portal. Therefore, if you do not already have electronic copies of the items we request, you will need access to a scanner.
All meetings and training sessions are held via Zoom.
If you’re thinking about switching to QuickBooks, be sure to check the System Requirements for QuickBooks Desktop 2021 to make sure your current computer and operating system are compatible.
Several clients were kind enough to send us a testimonial. You can read them here.