Consulting Services

Not sure where to begin?

We offer an in depth review of your current accounting systems and will compile a detailed plan to help put your company on the path to accurate and reliable financial information.

• Customize quickbooks accounts to meet your specific needs
• Setup or revise chart of accounts
• Setup or revise class and/or location list
• Explore automations
• Setup customers’ accounts
• Setup equity accounts
• Setup vendor accounts
• Setup online banking connection(s)
• Training on QuickBooks basics

We offer assistance with cleaning up prior year accounting as well as assistance with catching up if you are behind.

All projects, big or small, receive our top notch service.

This might be the best option for your company. With some additional training, you can help your employee become efficient and knowledgeable in QuickBooks, which can lead to better financial reports. 

• Job cost training and set up
• Proper coding for accurate financial reporting
• Recording asset purchases
• Recording asset depreciation
• Recording principal and interest on monthly liability payments
• Sales tax reports 
• Additional training available