Get a QuickBooks Instructor to Assist with QuickBooks Set-Up

Sure… QuickBooks Software was designed for business owners –not accountants– to be easy to use and understand. Unfortunately, the initial set-up, including the Chart Of Accounts, and overall installation should be done with the assistance of a 27-year experienced accountant and 15-year QuickBooks Instructor so that your Balance Sheets, Income & Expense Statements and other Financial Reports give you the useful feedback that you need.

There are Many Questions You Need to Answer

Here are a few for starters:

  • Which accounting method will you use?
  • What chart of accounts (COA) do you need for your business?
  • How detailed should your COA be?
  • How do you handle beginning balances?

A QuickBooks Instructor and professor who teaches accounting can easily answer all of these questions – and assist you with the initial set-up and installation. Quickly. Inexpensively.

Ask a QuickBooks Instructor to Help You, or to Review Your Set-Up

Eugene Palovik (Accountant & QUickBooks Instructor) can assist you – to convert your manual accounting system or kludge accounting system to a workable QuickBooks Installation on your desktop, server, or cloud (QuickBooks Online). QuickBooks set-up can complicated for long-running businesses that are switching from a manual accounting system, or a kludged-together accounting system that might be comprised of an invoicing program, maybe an Excel Spreadsheet that has finally become too difficult to manage — or to explain to your replacement as your business grows and you can no longer to all the accounting.

You can invite me over to your home or office for the initial setup, or, if you are using QuickBooks Online provide me “Accountant Access” so I can look over your shoulder. Call me at (714) 863-7857 (Eugene Palovik) to see if our schedules align for your set-up day.


“It’s No Big Deal” — I’ll Set-Up QuickBooks on my Own…

“You can pay me now, or pay me later” – the FRAM Oil Filter company became known for its marketing slogan, “You can pay me now, or pay me later”, which was part of their 1970’s television commercials featuring an auto mechanic, who explains to his customer (and the TV viewers) that he can either pay a small sum now for the replacement of oil and filter or a far larger sum later for the replacement of the vehicle’s engine.

Fram Oil Filter Commercial- 1972

How much does a QuickBooks Set-Up cost?

Eugene PalovikFirst, I’d want to find out a little more about your business and your accounting records before I quote you an exact price. That said, I have a new service: QuickBooks Tune-Up that I priced at $295. That service, at that price-point assumes me spending four (4) full hours reviewing and fixing multitudes of little issues that existing QuickBooks users don’t know about and will be blown-away by once I am finished. So that $295 is a rough estimate if you have a small business. If less complex than 4 hours or more complex, well, you know… I am utterly fair and affordable. Call me (714) 863-7857

On the other hand, if you are a home-based small business: a 1099 contract consultant, a photographer, a web designer, a General ‘B’ building contractor, a Specialty ‘C’ contractor, operate a pool cleaning service; you’re a hair stylist, or you area some creative business owner that is a sole-proprietor or have just a few employees or contract-workers, I may be able to help you with your QuickBooks Set-Up very inexpensively. I mean, if you think about it, it is a good business decision on my part to be generous to you on my set-up fee, because then you’ll see the value of having a QuickBooks Instructor & Accountant, like me, on your speed dial –and— it is more likely you’ll invite me back to prepare your tax returns at the end of the year. What do they call that? Oh yeah… win-win!

Eugene PhotoCall me — (714) 863-7857. I offer free phone consultations and price quotes by phone. I’m not a salesman by any means, so there’s no need to feel apprehensive that I will “attempt to sell you” on services you don’t need or don’t want. I’m just a seasoned college QuickBooks Instructor and accounting professor who is also a private accountant: a boring ‘ol bean counter that might be able to lend you a hand.


Here’s a short list of the services I provide during your QuickBooks Setup:

  • Study and evaluate your software and accounting needs.
  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Preparation of a list of products or services you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering 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.

Ongoing Services:

  • Follow up training to ensure my client is “on the right track”.
  • Monthly, quarterly or annual review of my client’s QuickBooks data to assist in tax preparation and useful reports.

Palovik Financial Services

Eugene Palovik
Palovik Financial Services
P.O. BOX 206
Buena Park, CA 90621

[Call for Directions to Office]

(714) 863-7857 – Office

(714) 441-1626 Fax

E-mail Eugene Now

Call Palovik Financial Services at (714) 863-7857

Orange County Accounting Services – QuickBooks™ – Tax Preparation

Orange County Accounting Services is a full-service Accounting, Bookkeeping, QuickBooks Training and Income Tax Return Preparation service in Orange County, CA.

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FREE FIRST YEAR TAX RETURNS
For New Accounting Clients

(714) 863-7857