OUR VALUES

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

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PROFESSIONALISM

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

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RESPONSIVENESS

Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

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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 necessary to setup manual accounting records is also necessary to setup and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.

An expert can easily complete tehinitial setup and installation  in a timely manner. Count on us to provide the following during your QuickBooks setup:

  • Design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determine your QuickBooks starting date
  • Load your chart of account and balances as of that starting date
  • Prepare of a list of the items that you sell to your customers; including services, inventory parts, non-inventory parts, other charges and sales taxes
  • Enter your outstanding accounts receivable and accounts payable details as of your starting date
  • Enter your ending bank statement balances, outstanding checks and deposits in transit as of your starting date
  • Print a trial balance as of your starting date and comparing it to your trial balance from your old system
  • Enter your transactions since your starting date into QuickBooks
  • Train client or client staff in use of software to meet their accounting, management and tax needs

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Punxsutawney, PA CPA, Smith, Nale & Company, Inc.
Certified Public Accountants

Smith, Nale & Company, Inc.
Certified Public Accountants | 327 North Main Street, Punxsutawney, PA 15767 | Phone: 814-938-3555 | Fax: 814-938-3553 | info@smithnaleandco-cpas.com