How We Help With QuickBooks Setup

Our team has several years of real world experience implementing and using QuickBooks within many types of business scenarios, industries, and end user roles from bookkeeper to CFO.

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Certified experts help you maintain your books

Real humans. Perfect books. Your team of small business experts imports bank statements and prepares financial statements every month.

Toll Free:- +1-800-442-1838

Dedicated financial experts, just for you

We assign you a dedicated bookkeeper supported by a team of knowledgeable small business experts. Get a direct line to your team on desktop or mobile—professional support is just a few swipes, taps, or clicks away.

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Software Selection

First, your dedicated QuickBooks consultant will go through a detailed checklist to determine which version of QuickBooks will best suit the needs of your business, the number of licenses required to support your staff needs, any 3rd party applications needed, and if any custom programming or integration is needed. If you buy QuickBooks from EsayBooks LLC, we offer preferred pricing on select QuickBooks products which in many cases will give you a perpetual discount on all of your licenses.

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System Design

System Design In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

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File Setup and Internal Controls

During the file setup stage, we’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment and set up user access. We’ll also set up your file based on the implementation plan we developed for you, such as setting up a customized Chart of Accounts, Lists, Preferences / Settings, Forms, Payroll, Taxes, Templates, Inventory, Memorize Reports, Fixed Assets, and more. If we’re importing data from your previous accounting software we’ll clean the data and ensure it came over cleanly.

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Third Party and Custom Applications

Third Party and Custom Applications If during the planning stage we determine that you’ll need a 3rd party app and / or custom programming, we will implement those after we get your base QuickBooks file setup. If you’re using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a custom developed application or integration with external systems. These custom applications are owned by you and build off of Intuit’s API.

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Reporting and Automation

Once we’ve got your QuickBooks file and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your QuickBooks data.

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Training and Knowledge Transfer

Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we offer that option as well.

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Customer Story

EsayBooks LLC’s File Review process uncovers hidden problems and provides solutions to QuickBooks issues

Contemporary Research’s financials were not accurate and their QuickBooks file was 20 years old and crashed daily and inventory numbers were off. In addition, they did not have an accurate picture of its product costs because the bill of materials for assembly items wasn’t set up properly.

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QUICKBOOKS PROADVISORS

Certified QuickBooks Experts

Having performed thousands of QuickBooks implementations and engagements in all fifty states, our team of certified QuickBooks ProAdvisors has knowledge and experience you can rely on in a business partner. Get help with implementing and optimizing the right QuickBooks solution for your business.

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EsayBooks LLC DRIVETM

At EsayBooks LLC, we have a proven client engagement process that helps ‘drive’ long-term success.

1. Discover

We begin by understanding your systems and current processes to discover root issue and potential challenges.

2. Right Fit

Receive open and authentic communication from our team on which products are right for you.

3. Inform

Our comprehensive and informative project scoping process is designed to eliminate any potential road blocks.

4. Vision Implementation

Your project commences with the end goal of getting the right data to make informed business decisions.

5. Endless Execution

Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.

INDUSTRY EXPERTS

A Partner That Understands Your Business & Industry

EsayBooks LLC’s consultants have worked with thousands of businesses within virtually every industry to help tailor QuickBooks and their ERP systems to fit the unique needs their industry requires. Whether you run a small retail store, an international manufacturing business, a residential construction company, a law firm, a software company, or a fast growing nonprofit, we’ve seen it, done it, and can help.

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What Our Clients Are Saying

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JJ Luebbe

Luebbe Companies

Alisha Raesz of EsayBooks LLC has been a tremendous asset to our company. She has completely overhauled our accounting system and guided us to increased profits by setting up new cost coding and job tracking reports. Her knowledge of QuickBooks and professionalism have helped us rise to the next level. I just can’t say enough about Alisha and EsayBooks LLC. Thanks!!!

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Kirk Rowland

OXEN Technology

I've been through a few different software conversions. Each of them was stressful and difficult. EsayBooks LLC made our conversion from Microsoft Dynamics Great Plains to Quickbooks Online as simple and painless as I've experienced. Every aspect was top notch. Kaylin Leland was awesome and very patient with us as our staff had varying levels or prior experience with QB. Trisha Thomas managed the project exceptionally well and was checking in frequently to make sure we were happy with every aspect. I would HIGHLY recommend EsayBooks LLC for anyone looking to transition to Quickbooks.

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Steve Arendt

Teeco Solutions

EsayBooks LLC has been instrumental in helping us streamline our accounting process. We upgraded to Quickbooks Desktop Manufacturing and Wholesale and Kaylin Leland has done a phenomenal job guiding us through the upgrade, addressing all of our issues with practical solutions and getting us to speed. She’s also been very patient with our team as we all have varying levels of experience within Quickbooks. It is always a pleasure to work with Kaylin and we are truly grateful for all of her support. Thank you!

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James Narron

Progressive Nursing Staffers

Progressive Nursing Staffers was privileged to have Laura Walsh who made our transition from Great Plains very smooth with no glitches. Thank you Laura for your expert help in bringing us up very quickly. Laura was especially knowledgeable and had great patience.

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James Jensen

Next Stage Design

Our company has worked several times with EsayBooks LLC, and we could not be happier! They are both responsive and professional, and EsayBooks LLC constantly impresses with both the quality of the reports they produces for us, as well as the quick timelines he's able to adhere to (and beat at times!) If it was possible to give more than 5 stars I would, because that's just how satisfied we have been working with EsayBooks LLC.