Training & Consulting

Whether your are just starting out with QuickBooks or you have been using it for years and just want to get more out the software, we can help!   We provide friendly guidance and training to help you utilize QuickBooks to it's fullest potential, following the golden rule that there are no stupid questions.  Our services include:

  • Needs analysis and Product recommendations (and discounts!)

  • QuickBooks® Installation

  • QuickBooks® Set-Up, including chart of accounts, customer/vendor lists, customized invoices/statements

 

  • Personalized in-depth QuickBooks® training based on your specific level of knowledge of accounting and accounting software.

  • On-call answers to QuickBooks questions as they arise.

Full-Charge Bookkeeping
  • Enter and reconcile checking account transactions.

  • Enter and reconcile credit card transactions.

  • Accounts Payable including entering and paying bills.

Every business owner has their own way of managing their books.  Some want to be involved with every step; others never want to touch QuickBooks and simply request financial statements at the end of each  month or quarter.  Our top priority is providing customized services that will meet your needs.  This means that we do it your way… as much or as little as you need.  We work closely with your CPA,  set up and maintain your QuickBooks® file so that your CPA's job is easier come tax time and you can make informed decisions throughout the year.  We can provide any or all of the following services:

  • Accounts Receivable including invoicing and collections.

  • Reconciliation of payroll with your payroll provider.

  • Monitoring IOLTA accounts for Lawyers.

Financial Reporting & Budgeting

Financial Reports are the key to running a profitable business.  No business owner can be successful without knowing what they are earning and how that money is being spent.  We keep you informed every step of the way.  

  • By looking at your Profit & Loss statements, you can see exactly what your revenue is, what your expenses are and what's left for profit.  Reports can be reviewed for a singe time period or to compare the present to the past, thus allowing you to make better business decisions.

  • It is important for all business owners       to review and make sure they understand their Balance Sheet which is a snap shot of all assets and liabilities as well as the net worth of the business.

  • Budgets help you stay on track!  We can work with you to prepare a budget for the coming year and monitor how closely you are sticking to your budget.  Many business decisions will require a budget to assess the feasibility of new purchases or a change in the way you do business.

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