Why Professional QuickBooks Setup Matters
While QuickBooks is designed to be user-friendly, proper initial setup is critical to ensure accurate financial reporting and smooth operations down the road. If you’re starting from scratch—or transitioning from a manual system mid-year—errors in your chart of accounts, opening balances, or accounting method can lead to costly issues later.
At Riley & Company, we simplify QuickBooks installation by tailoring everything to your business structure, industry, and workflow. From configuration to staff training, we handle every detail so you can focus on running your business with confidence.
What to Expect From Our QuickBooks Setup Services
Before we begin, we learn about your business operations and existing financial data. Every QuickBooks setup is fully customized and includes
Comprehensive Needs Assessment
→ Evaluate your business type, industry, and accounting structure
→ Recommend the best QuickBooks version (Pro, Premier, Enterprise, or Online)
→ Provide hardware and software compatibility guidance
Full System Installation & Configuration
→ Install QuickBooks software on your desktop or cloud environment
→ Customize your chart of accounts, company settings, and user access
→ Set up all key modules: Accounts Payable, Receivable, Payroll, Inventory, and more
Accurate Historical Data Integration
→ Identify your QuickBooks start date
→ Enter opening balances, bank statements, outstanding checks/deposits
→ Load existing accounts receivable and payable data
→ Input item lists: inventory, services, non-inventory parts, sales tax
Reconciliation & Accuracy Checks
→ Print and compare a QuickBooks trial balance with your legacy system
→ Ensure accurate opening balances and account classifications
Personalized Training for You & Your Staff
→ In-depth training on QuickBooks features relevant to your business
→ Hands-on guidance for entering transactions, running reports, and daily use
→ Industry-specific best practices to improve accuracy and efficiency
Affordable Pricing Designed for Small Business Owners
We don’t believe in one-size-fits-all pricing. Your setup cost depends on your current accounting structure, the complexity of your operations, and your goals. What we do promise is fair, transparent pricing designed for small business budgets—with no hidden fees.
Ongoing QuickBooks Support & Optimization
Your relationship with us doesn’t end after setup. We offer
Follow-up training to reinforce best practices
Monthly, quarterly, or annual data reviews
Assistance with tax preparation, compliance, and reporting
On-demand troubleshooting and software support
Want to make sure you're using QuickBooks the right way?
An IRS audit doesn’t have to derail your finances or your peace of mind. Riley & Company offers experienced, responsive audit representation designed to protect your rights and limit your risk.