QuickBooks Consult

QuickBooks Consulting Services:

Consulting: Feel confident in our expertise and allow us to train you and your staff on the best procedures. We offer several pre-paid telephone support plans, each containing a number of hours of available support time for QuickBooks help. A plan can be setup “per incident” or “annually”. The “annual” plan would have a lower overall fee. We also offer personalized training, which takes place at your business site. This is probably more effective than a seminar if a company has more than 2 QB users. Additionally, you would benefit from hands-on instruction tailored to your needs.

Training: Allow a CPA/QuickBooks Pro Advisor to train you and/or your staff in QuickBooks techniques that will allow you to cut down on transactional errors and produce accurate management reports that you can rely on to make financial decisions. The following seminars are available: Introduction to QuickBooks®, QuickBooks® Intermediate, QuickBooks® for Contractors, QuickBooks® Payroll, Understanding Financial Statements, and QuickBooks® Year-End Procedures. Learn More

Payroll Services and Setup: Again, if you are going to provide payroll services within your organization, it is important that you employ a QuickBooks professional to set it up. Call us for information concerning costs and services provided. We can also provide payroll services to your business.

Data File Analysis: A streamlined service that allows us to analyze your existing QuickBooks file at a reasonable price. The purpose of the analysis is to look for the most common data entry errors and determine the extent of the maintenance required. A final report is issued to the business owner upon completion.

Data File Setup: It is highly recommended that a QuickBooks professional perform the initial setup. It is very important to provide the proper foundation for one’s in-house bookkeeping department and to customize the books for your industry. Call us for information concerning costs and services provided.

Data File Repair: Due to item based reports it is extremely important to repair QB data at the transaction level. Not doing so will cause discrepancies between management reports and the company’s financial statements, not to mention sales tax tracking and inventory valuation. Often the cost of repairing data will be greater than setting it up from scratch. So unless you need historical and/or comparative data, it is usually best to create a new file. Our data file analysis can help you make this determination.

Quarterly Analysis Engagement: This is designed to catch processing or setup errors periodically, to ensure the accuracy of management reports.