QB Setup is an independent b2b Accounting firm, QB Setup Provide services such as Accounting , Bookkeeping , Auditinng , tax filing and Tax Return to small, medium and large business. we do not sell any kind of third party products and Services, All Services Offered on our websites are provided by QB Setup
QB Setup is professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.
We can also assist if you find yourself on the wrong side of the tax department. We're here to help you resolve your tax problems and put an end to the misery that the tax department can put you through.
QB Setup is a full service tax & accounting business located in Dallas, Texas. Our team offers a broad range of services for business oweners, executives, and independent proffessionals in an affordable, experienced, and friendly matter.
We value our client relationships and treat our clients as partners. Whether you are a business or an individual, we are dedicated to provide expert tax & accounting services for all of your needs such as
Together with our expertise, experience, and service, we will partner with you to help maximize your wealth.
Roger Rainey
Roger has been helping individuals and small businesses with their taxes and accounting needs since 2004 when he launched our current tax and accounting firm in Dallas, Texas. After graduating from The University of Texas at Austin and earning his bookkeeping in 1991; he worked at KPMG, and subsequently worked in the mortgage, banking, and construction industries. Roger’s financial background and specialty in tax planning combined with his commitment to provide clients with exceptional service.
Kiyoko Saito
Kiyoko has been in the supportive role of the firm operation since 2018 assisting with daily administrative duties and tax preparation process. With many years of working for small businesses prior to the position at QB Setup she brings an intuitive understanding of the intricacies of small business operations with a focus on customer care and satisfaction. She loves the challenge of streamlining processes and maximizing efficiency by being organized and dedicated at tasks.
Connie Tolle
Connie started with QB Setup in 2019 assisting in bookkeeping for the firm. A transplant to Texas, Connie has worked for local small businesses and nonprofits since arriving in 2000. With a strong backgroung in operations, management, payroll and payroll filings, sales tax filing, as well as reporting and analysis; bringing another level of serivice to QB Setup.
Emily Machado
Emily has been a QB Setup intern since late 2020. She is being closely mentored by our whole staff, gaining a first-hand look into the world of accounting. Currently she is responsible for our scanning/printing process, as well as most of our online presence. Emily’s strong determination to solve problems and her positive attitude make her a great addition to our team.
QB Setup offers an array of services; specifically designed for your business to grow and prosper. Our professionals are experienced in a multitude of industries and have the specific expertise to solve the most pressing problems. More importantly our proactive approach to understanding needs, identifying opportunities, and weighing risks seeks to eliminate challenges before they arise. That way, you can focus on what you do best!
Proactive Monthly Accounting
Your proactive monthly accounting is the basis of your success because it produces data that you must rely on to navigate your business. We empower your business with reliable accounting, robust reporting, and the right technology to give you the advantage over your competitors. The following services help you stay on top of the pulse of your business.
Business Advisory Services
As a business owner, how often do you hear about problems that need to be fixed? With busy schedules, you don’t always have the capacity, credentials or expertise within your team to fix the problems. You can bring your “problems” to QB Setup even if they are small, like hiring a new bookkeeper, or more in-depth like setting up annual goals.
Beyond Taxation
We will change the way you look at taxation. Our State and Federal Compliance services give you the confidence you need to protect your money and assets. We take care of your tax liabilities from a 360 view to ensure optimum results for your business. The services we provide are designed to give you the edge you need in your tax compliance and many other things.
Checkout our awesome plans
| Professional Packages | Basic (99 USD) | Advance (149 USD) | Pro (199 USD) | Premium (249 USD) | Enterprise (299 USD) |
|---|---|---|---|---|---|
| Reporting | check | check | check | check | check |
| Cash Flow, Budgeting and Forecasting | check | check | check | check | check |
| Payroll | check | check | check | check | check |
| Sales Tax | clear | check | check | check | check |
| Accounts Receivable Management | clear | check | check | check | check |
| Accounts Payable Management | clear | check | check | check | check |
| Annual 1099 and W-2 Processing | clear | clear | check | check | check |
| Controller Services | clear | clear | check | check | check |
| Factoring Accounting | clear | clear | check | check | check |
| Individual tax return preparation | clear | clear | clear | check | check |
| Corporate tax preparation | clear | clear | clear | check | check |
| Strategic tax planning | clear | clear | clear | check | check |
| Electronic filing (E-File) | clear | clear | clear | clear | check |
| Business Plan Development | clear | clear | clear | clear | check |
| State Tax ID Applications | clear | clear | clear | clear | check |
| Contact Us | Contact Us | Contact Us | Contact Us | Contact Us |
Find what you are looking for
Many small and mid-sized businesses fail to adequately measure and manage their finances, even though poor financial management is a major cause of business failure. If you don’t have good financial practices in place, your business could suffer in a number of ways:
Our monthly accounting process starts with receiving your source documents. Our staff compiles the information and reports back to you with the following to help you take back control of your finances:
We also include the following services:
Our customer service sets our firm apart. We make it our priority to reach out to clients on a consistent basis because we care about the success of your business. Our experienced team of accountants also provide proactive business advice and tax planning, allowing you to maximize your profits.
Need to reach out? No problem! Other accountants will bill you by the minute, but a unique benefit that we offer is allowing our clients to contact us as much as they’d like – at no additional cost.
If you are looking for an outsourced accounting solution based on price alone, annual accounting may be enough for you. However, if your business is the right fit for monthly accounting services, they provide substantially more value than an annual service.
If an accountant only sees your numbers once a year, it’s too late to offer advice that would have helped to make that year more profitable - and definitely too late to lower your tax liability for a year that is already over with. Read about the benefits of tax planning and tax projections, two things that an annual accountant can’t provide you.
You can also read about why you don’t need to work with an annual accountant if you have a monthly accountant.
Please note that while we can handle your personal taxes as well if you are a business client of ours, many of our clients still choose to have an annual accountant do their personal taxes. Read more about having QB Setup do your personal taxes (as a sole proprietorship and separate business/personal entities) here.
There are a variety of pros and cons for every accounting service, and we know that we aren’t the best solution for everybody. When you don't know the differences between outsourced accounting options, it's difficult to make the best decision for your business.
If you trust other local vendors to help with your operations, why not trust a local accounting firm? Don’t automatically go for a name you recognize or the lowest price without doing your research first.
Trust your gut. If you’re already thinking about leaving your current accounting firm, then you’re ready to move on. Read more about these fears that disrupt business growth:
Don’t forget the necessary steps to move forward once you make your decision. If you’d like, we can help you with the process. Read more about these steps to change accounting firms:
QB Setup will file multiple years of back taxes for you at once when you come on board. In fact, if you haven’t been filing your taxes, we require this.
If your taxes are not up-to-date, then your accounting won’t be accurate. We want to provide a quality accounting service for you, so we will need to start with a clean slate. After your accountant has the information that they requested from you in your initial strategy sessions, they are dedicated to getting your records caught up and accurate, as well as getting your financial statements and tax returns done.
We do back taxes for payroll too! You or your payroll specialist need to be paying taxes and filing payroll returns. If this hasn’t been done, you’ll need to get your payroll back taxes done. Our software helps us file your old payroll returns. Plus, when we make amendments to your W2s, we can print them and have the final product in your hands as soon as they’re done.
Pricing for our monthly accounting services varies by your company’s needs. It is not based on the size of your company, rather your company’s accounting activity and the complexity of your financial statements.
Our average accounting fee comes out to about $675 per month. Depending on these factors, your fee can range between $500 to $1,000+ per month. We will work with you to arrive at an affordable, fixed monthly fee.
To efficiently help you with your business goals, we require access to your online accounts and source documents, either in electronic or hard copy form. Common documents include, but are not limited to:
We recommend having you handle the day-to-day aspects of your business that need immediate attention, such as paying your bills, and we'll handle the monthly accounting and bookkeeping.
Some owners want to continue to handle the bookkeeping portion internally. QB Setup allows this, although we don’t necessarily encourage it. Before we even consider this option, we would like you to have a professional bookkeeper on staff. Doing your own bookkeeping may hinder you more than it helps you if mistakes occur.
Yes. Audit representation is included in your monthly accounting fee. The only time that we would charge for audit representation is if the audit is for a time period during which you were not our client.
QB Setup offers agent-level support, meaning that we deal with the IRS agent directly in the case of income tax audits. Almost all of these issues are resolved at the agent level and never need to go to tax court. If we’re preparing your monthly sales tax returns, we will also represent you in a sales tax audit.
Contact Information
Address
2st Floor, AKD Tower, 311 Second Floor, Sector 14, Gurugram, Haryana 122001
Toll Free
1850-880-8900
info@quickbooks-setup-intuit.cloud