Need help getting started? Don’t waste your valuable time trying to figure out how to get started. We Can Help!
This is our specialty. With over 18 years of experience working with attorneys and law firms, we know what you need.
Our Setup Service will get your company file setup correctly and get you started on the right foot personally tailored and built for your Law Practice. All you will need to do is restore the file and get started using QuickBooks®.
Its fast and easy – here is how it works:
- Call our office to order the Setup Service to get started.
- We will then setup a time to do a phone interview with Lynette to find out about your practice and billing procedures.
- Once we have your file created we will email it to you and setup a time to go over your company file and show you some of the things you will need to get started.
- Schedule additional necessary training for you and your staff as needed.
Our QuickBooks® Certified ProAdvisors have set-up hundreds of businesses on QuickBooks® and are ready to help you get started. You can rest assured that your file is being created by the best in the industry.
Here is a sample of what we will setup in your new QuickBooks data file:
- Custom Chart of Accounts for your Law Firm
- Setup Service Items
- Setup Billing Codes
- Setup Custom Invoices
- Setup Custom Statements
- Setup Custom Reports
- Setup Bank Accounts
- Setup Trust Accounts
- Trust Reports for 3 way reconciliation
- Setup Clients and Cases
- Setup Employees and Time Keepers
- Setup Custom Billing Rates for Clients
- Personalized Online Training
Prices for the complete setup service starting at just $600.00 for everything. Give us a call today to get started!
