Rise Accounting
Serving your QuickBooks & Accounting Needs
HOW TO START
If you're looking for a financial team to assist with your accounting and tax preparation needs, we're ready to support you.
While you don't need to be a current QuickBooks user to schedule an initial consultation, Rise Accounting will consult with you on how to either convert your existing accounting system to QuickBooks or establish a new QuickBooks installation for you. Our initial consultation if free of charge and you're under no obligation.
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Because we at Rise Accounting believe QuickBooks is the "best in the business", we only work with clients that currently use or want to use QuickBooks as their accounting platform. We convert clients from other accounting applications and ensure that your business has the most cost and time efficient QuickBooks subscription for your business.
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When it comes to tax time, Rise Accounting utilizes TurboTax to prepare taxes. Because Intuit (makers of QuickBooks) also makes TurboTax, the transfer of information from QuickBooks to TurboTax is fast and accurate. Rise Accounting maintains it's own annual TurboTax license, so you won't have to purchase a TurboTax software license if you chose Rise to help you prepare your annual taxes.
1
Schedule Free Consultation
Determine if QuickBooks and Rise Accounting are right for your business. During this consultation, Rise will understand your business needs, current accounting methods and suggest the best solution going forward.
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This initial 30-minute consultation is free of charge and you're under no obligation.
2
Review Rise Accounting Proposal
Based upon your decision from the initial consultation, Rise will prepare an engagement proposal and associated fee schedule customized to your needs and wants for accounting services.
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Rise will prepare a simple engagement agreement that you can cancel at any time.
3
Initial Set-Up/Conversion/Clean-Up
After engagement acceptance, Rise will execute the initial set-up, conversion or clean-up, including establishing your chart of accounts, transporting existing data and conducting transaction training with your team.
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Even if you're an existing QuickBooks customer, Rise will conduct a clean-up to start.
4
Ongoing Training & Support
Depending upon the amount of self-sufficiency you select, Rise will be there as needed to support transaction processing, refresher training/questions, new application implementations, periodic audits/clean-ups, and monthly books closing.
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Most clients will look to Rise to support the monthly closing of the books.
5
Financial Planning & Tax Preparation
Rise Accounting offers additional optional services based upon the experiences of our team. We provide financial analysis/planning guidance to help your business grow profitably; it's like having your own part-time CFO. Rise additionally prepares tax forms using TurboTax that you file with both federal and state tax agencies.