Belfint, Lyons & Shuman, P.A. has fully-trained, QuickBooks ProAdvisors who are qualified to provide you with solutions and opportunities for meeting and improving your QuickBooks accounting needs.

New to QuickBooks

Starting a business or converting to QuickBooks?  We provide consulting on:

  • Selecting the right version for your needs: Premier, Pro, Enterprise, or QuickBooks Online
  • Individualized instruction and training
  • Conversion and transition from old accounting software
  • Set-up of chart of accounts including opening balances and proper account classifications
  • Determining preferences and set-up for accounting, modules and transactions
  • Importing customers and vendors from Excel
  • Set-up of item lists, classes, payroll, sales tax and memorized transactions
  • Set-up of access restrictions
Using QuickBooks

We provide services so you can use the QuickBooks software more efficiently and effectively:

  • Provide regular general ledger review to ensure properly classified transactions
  • Perform general journal entries to adjust books and records to correct account balances

Employees & Payroll

  • Assist with payroll set-up including specific payroll items and accounts
  • Process in-house payroll through QuickBooks
  • Provide templates and procedures for posting payroll when using an outside provider
  • Provide instruction on use of payroll module and reports
  • Verify and adjust payroll liabilities
  • Assist in mapping for payroll provider
  • Set up 1099 subcontractors

Customers & Vendors

  • Provide instruction on most efficient use of QuickBooks Accounts Receivable and Payable modules for your needs, including sales and purchase orders, invoicing, statements and payments
  • Create customized reports to manage outstanding customer balances and unpaid bills
  • Create custom invoices, sales orders and purchase orders
  • Review of aging reports and adjusting customer/vendor balances as needed
  • Create transactions to quickly invoice regular customers or record recurring vendor charges
  • Fix unapplied customer payments and overpayments from vendors
  • Assist in setting up Inventory module and customized reports to manage inventory
  • Assist with add-on programs

Reporting & Analysis

  • Develop customized reports including budgeting and cash flow analysis

Sales Tax

  • Provide instruction on use of sales tax module and assist with set-up for rates and preferences
  • Verify and adjust sales tax liabilities

Banking

  • Provide an independent, trusted individual to reconcile bank and credit card accounts
  • Provide instruction on use of credit card module and account reconciliation
  • Review of outstanding checks, undeposited funds, and deposits in transit
Contact Us

Looking for QuickBooks assistance? For additional information, please contact us at 302.225.0600, or info@belfint.com. In a brief consultation BLS can assess your situation and determine the best way to proceed.