Aligning All Your Financial Matters



Why use QuickBooks Online

QuickBooks Online (QBO) is the ideal business accounting software for small to mid-sized business owners. Simple bookkeeping tasks are handled automatically making it easier to run your business, which saves time and paperwork.

Geib & Company has a team of professionals who are familiar with this cloud-based software application. We can help you unlock your business potential and use the information to assist you with real-time decision making in your business.

QuickBooks allows you to easily generate reports with the information you need, so you always know where your business stands. You instantly know whether you’re making money and whether your business is healthy. Also, you can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses.

Training for QuickBooks Online Setup

Although QuickBooks is designed for the layman to understand, the initial setup and installation must be done correctly in order for future information to be accurate.

All information to setup manual accounting records is also necessary to setup and install QuickBooks.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?
How do you link your bank accounts to the bank feeds?

Our professionals can easily answer all of these questions and complete the initial setup and installation in a timely manner. In addition, your accounting team can receive training on the accounting software to enhance their performance.

As with any accounting program, installation and training take time – time taken away from managing your business. Here’s a short list of the services we provide during your QuickBooks setup:

  • Automate your business information flows to save valuable time
  • Study and evaluate your software and accounting needs
  • Create the QuickBooks subscription, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Linkage of QuickBooks Online to the Receipt Bank App
  • Enabling daily bank feeds to process information efficiently, allowing business performance views in real time
  • Determination of your QuickBooks starting date
  • If a legacy accounting program has historically been used, our Firm can perform a conversion of data to QuickBooks Online (QBO). You will therefore retain all historical transactions in QuickBooks Online
  • Training is provided to your team for the use of the software as required

Ongoing Services

You can choose to have follow-up training to ensure you are on the right track.

We can offer services for monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.

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