QuickBooks Training and Implementation Financial Reporting and Consulting Tax Services
QuickBooks Training and Implementation We are Certified ProAdvisors in QuickBooks 2012, 2011, 2010, 2003 and Enterprise Solutions v12 and v11 and can implement, train and assist you with other add-ons, such as payroll or accepting credit cards, all designed to help your company operate more efficiently and effectively. Our intent is to train you to become independent and capable of eventually using QuickBooks without our assistance. We offer individual or classroom training and can save you up to 30% on the purchase of QuickBooks software.
Financial Reporting and Consulting Our firm offers a wide-array of reporting, such as compilations, reviews, special engagements, and agreed-upon procedures. We also assist in consulting, such as incorporating or acting as “controllership”. See more details under the Services section.
Tax Services Our firm offers extensive tax preparation, tax planning, and representation services for individual, corporate, fiduciary, nonprofit, and other entities. We possess over 17 years of tax preparation expertise, including three years with a Big Four accounting firm.

QuickBooks Training and Bookkeeping

QuickBooks Implementation and Training

We are Certified ProAdvisors in QuickBooks 2012, 2011, 2010, 2003 and Enterprise Solutions v12 and v11 and can implement, train and assist you with other add-ons, such as payroll, accepting credit cards, and advanced inventory. All are designed to help your company operate more efficiently and effectively. Our intent is to train you to become independent and capable of eventually using QuickBooks without our assistance. However, should you either not feel comfortable with entering information or not have the desire to do so, we can assist you on a weekly, monthly, quarterly, or even annual basis ot help you maintain excellent books that can aid you with the excellent reporting features that QuickBooks provides you with to help you grow your company and become better-informed about your company.

Certified QuickBooks ProAdvisors must complete a certification course and pass exams in order to become certified. We also have access to resources, training materials, and additional QuickBooks support. We can aslo offer a 30% discount off QuickBooks software.

We offer individual or classroom training and support after training. This could be as involved as setting up a Power Point presentation or simply distributing handouts and teaching appropriate areas, such as accounts receivable, accounts payable, or company set-up. Contact us for further details.

General Accounting Services

This service may simply involve recording your financial transactions, such as cash receipts and cash disbursements, and providing you with management reports. These reports can be provided on an as needed basis, such as monthly or quarterly, and may include financial statements, bank reconciliations, accounts receivable reports or any other required report for management purposes only.

Payroll Reporting

This service can be used in conjunction with our general accounting and financial statement presentation services or as a totally separate service. Many clients have a general comfort in recording normal financial transactions, but are hesitant when it comes to handling payroll. Our payroll services include issuing payroll checks, filing payroll reports, and making payroll tax deposits. See our “Tax” section for more details on payroll services.

“Controllership” Accounting Services

This service is an all-encompassing bookkeeping service that provides you with all the bookkeeping services noted above and we can also perform such services as receiving all your bills and writing all checks, receiving all cash receipts and making deposits, and performing all other normal functions of a bookkeeper. This service is especially helpful for smaller start-up businesses that are unfamiliar with accounting issues and may not have the funds to hire an accountant. This service can actually help reduce costs by assuring that you are in compliance with all reporting and deposit requirements as they become due and by providing you with accurate and timely data with which to make important business decisions.