QuickBooks Consulting

Knowing your numbers and ensuring the system is pulling the proper information is #1 to a small business owner. If you think your QuickBooks might needs an overhaul or something isn’t quite right, let us help you out.

Ready to streamline your workflow and have your QuickBooks grow as your business grows? Let us help you narrow down your options, save time and money. We’ll help you research the different application and prepare an analysis for each system to ensure it meets the requirements and gets the job done. Time Tracking, Inventory, Work Orders, Sales and Marketing, etc.

QuickBooks Setup

Don’t waste time trying to figure out how to get started, what accounting method you use, what your chart of accounts should look like and what data you need to get entered. When you work with us, we got everything from installation and accounting setup, to getting your data caught up and reconciled

QuickBooks Diagnostic

We use our expert QuickBooks Data File Review of your file to find out what’s right, what’s wrong, and what will need to be fixed. The report will help you understand what needs to happen to bring your file current.

QuickBooks Checkups

If you’re a do it yourselfer or have your office admin entering your bookkeeping transactions, we can offer a piece of mind. Monthly or Quarterly, we will reconcile your bank accounts and correct any errors. Or we will review your staff’s work and provide training on any issues we discover.

Training For QuickBooks

Need a little hand holding and walk thru of QuickBooks and Bookkeeping? This is great a great place to start learning how to enter your data, if your books are setup correctly, and you need an accountant eyeball to see if things are being done correctly. Plus, we answer the hard questions!

We offer a variety of topics related to QuickBooks software, bookkeeping, and Microsoft Office. Our training is conducted in 2 hours blocks either in person at our office or via an online meeting and telephone. Our training sessions are perfect for QuickBooks users who need help with specific or industry-related features. We offer standard training or those customized to your business needs. Our 2 hour custom training is just right to learn with your own file and business information. Bring your list of questions and paperwork and lets get busy. You will walk away more confident in how to use QuickBooks to run your business and reporting.

Training QuickBooks

QuickBooks Online / Desktop Training $200

This is great a great place to start learning how to enter your data and double check if your books are setup correctly. Plus, we answer the hard questions! 2 hour customized to your business.

  • Teaches the basic QuickBooks daily operations (checks, deposits, invoices, bank reconciling).
  • Work with your data and paperwork so you know what to do when you leave here.
  • Review your chart of accounts, workflow process, and system setup with you to make sure it works for your business.
  • Answer any accounting/bookkeeping/business questions you have related to your business.

QuickBooks Setup

QuickBooks Online Setup $250

  • Setup Chart of Accounts tailored to your industry
  • Setup System Preferences
  • Add Logo and Invoice Customization
  • Setup Vendors
  • Setup Clients
  • Setup Employees

Bookkeeping or QuickBooks Support

Bookkeeping & QuickBooks Phone a Friend $99/mo

Frustrated with Intuit Tech Support and been on hold for 30 minutes to 3 hours? Have a bookkeeping question you’re not quite sure how to do?

  • We can help answer bookkeeping, accounting and most QuickBooks related issues.
  • We offer online meeting or telephone assistance.
  • If you need quick answers, feel free to Email and/or Text questions.