Bordeaux & Company, CPA, PA Logo

Wellington, FL CPA firm

561-792-6534

QuickBooks™ Accounting Services

QuickBooks Accounting

QuickBooks is the number one accounting software for small businesses because it offers the flexibility to meet the reporting requirements of a wide range of businesses, but only if it's set up properly from the beginning. As our business client, there's no need to setup QuickBooks yourself and risk making mistakes that could result in lost time and problems down the road. When you call on us, we'll setup QuickBooks for you to be sure it's done correctly.

Bordeaux & Company, CPA, PA offers professional set up and optimization as well as ongoing assistance for you and your staff. Anytime you have a question or problem, simply contact us for prompt service so you can get back to work quickly. Allow us to teach you how to properly and accurately:

  • Track sales, sales taxes & payments
  • Print checks, pay bills & record expenses
  • Manage payroll & payroll taxes
  • Create professional-looking invoices and forms
  • Email estimates, invoices, reports, and more
  • Organize and back-up documents
  • Track time, mileage, and expenses to bill clients

For more information, please visit our QuickBooks setup and support services website.


QuickBooks Setup Services

We want to be sure your QuickBooks file is set up properly as this will assure ongoing support, ease and tax planning to be delivered in the most cost effective format.

Choosing the Right Version of QuickBooks

We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.

Setting Up Your QuickBooks File

We will set up QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.

Training on Posting Transactions

We will initially train you on how to use the most important features of QuickBooks, including how to properly record payments and deposits, etc so you can keep your books. Once you are comfortable, we can expand this training to other elements.

On Site or Off Site Training

Whatever is convenient for you, we can deliver training at your location, ours or remotely, whatever is more convenient for you.

Making Corrections to Your Existing QuickBooks File

If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.


QuickBooks Support Services

We provide ongoing QuickBooks support on all phases of the program for our existing clients on demand. Just like you, we want your books to be in good order as this makes our services more efficient and keeps fees down.

Reconciling Your Bank Accounts in QuickBooks.

An important part of keeping a proper set of books and assuring that no numerical errors have been made by you or your bank is balancing your checkbook at the end of the month (A/K/A reconciling your bank account). We will show you how to do this using the QuickBooks program.

Online Banking Set Up and Coordination With QuickBooks

If you would like to pay your bills online, QuickBooks can be synchronized with your bank account and automatically record your transactions. This is not a requirement, but if you want this feature, we can set it up properly.

Printing and Customizing Reports for Your Specific Needs

Depending on the type of business you are running, you will want certain reports daily, weekly or monthly so you can oversee your operations. We will help you determine which reports are best for you and then set them up within QuickBooks.

Overseeing Your Bookkeeper

If you have a bookkeeper operating QuickBooks for you, we will oversee them to be sure he/she is entering transactions properly and be available to answer any questions your bookkeeper may have about your QuickBooks file.

Inputting of Credit Card Transactions

If managing your credit card transactions is an issue for you, you are not alone. We will show you a variety of techniques to handle this so your life can be made easier and you are no longer bogged down in this area.

Accounts Receivable & Invoicing

Depending on the type of business you are running, you may want to keep your Account Receivable on QuickBooks so you can track who owes you money. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.

Entering of Payroll

Whether you are using a payroll service or doing it yourself, we will show you how to enter payroll into QuickBooks.

Accounts Payable – Entering Bills and Paying Bills

Depending on the type of business you are running, you may want to keep your Accounts Payable on QuickBooks so you can track who you owe money to. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.

Tracking Inventory

Depending on the type of business you are running, you may want to keep track of your inventory on QuickBooks. In order to do this, you must know the essentials of entering data in QuickBooks for this feature to run properly.

Budgeting & Cash Flow Management

Whether you have a new or existing business, a good management style is essential for success. Part of good management is anticipating results and thus budgeting plays a key role. We can show you which parts of your business need to be budgeted and how to go about it.

Call us today at 561-792-6534 and ask for Jennie Bordeaux or request a free initial consultation to learn about how our QuickBooks accounting services can help you.

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