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 Is your QuickBooks   running slower than an 3 legged tortoise?
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All of the following services are available
by purchasing our affordable annual support contract

As CPA's and Certified Advisors and trainers,
our broad experience, enables us to do a quick analysis of your QuickBooks needs and provide
accurate and expert advice and assistance at a low cost.

QuickBooks® tune-up

1.5 to 3.5 hours

Watch the transformation,
reap the benefits!

Becomea. Correcting and modifying list items (chart of accounts, customers, vendor, items) for optimum use of the software.  Customized to your industry needs.
b. Suggestions for improved use of QuickBooks software. Reducing time spent on data entry and increasing  important management data is one of our primary goals.
c. Suggestions about office procedures to maximize productivity and efficiency.
d. Suggestions on internal controls to safeguard company assets.
e. If desired, on-line set-up of bank accounts and credit card accounts within QuickBooks. Up to date cash balances and easy bank recs provide time savings benefits. We walk you through the process and demonstrate on your desktop how it is done!
e. Customize QuickBooks forms for a professional business look.
f. Clean up reports, transaction errors and other problem areas within QuickBooks and QuickBooks payroll.
g. Set up the bank reconciliation feature for a smooth end of month close

Training for
in the comfort of
your offices, using your data!

We help you identify critical  reports.

We modify QuickBooks to meet these requirements.

We suggest what controls should be implemented.

Training customized to your needs.

a. Instruction on the software features optimizing company usage
b. Developing daily, weekly and monthly reports for tracking your business
c. Train the designated employee to interpret QuickBooks reports to seek out red (and green) flags.
d. Train the designated employee on monthly procedures and the consequences of ignoring these procedures.
e. Inform the owner of the procedures needed to safeguard company assets and train the designated employee to implement internal control procedures.
f. Help with establishing standardized office procedures and job descriptions.
g. Develop procedures for job costing, tracking expenses and implementing company budgets
h. Customizing QuickBooks to handle specialized progress billing, estimating, and labor reporting
i. Set-up on-line banking and train on critical procedures to safeguard company assets
j. Set-up for on-line download of credit card transactions
(significantly reduces data entry)
k. Set-up and training on QuickBooks® payroll   top

QuickBooks seminar Information 

QuickBooks payroll set-up & training

Payroll deductions and the myriad of tax filings can be daunting.  But learning to do them correctly can save your business thousands of dollars each year in outside service fees.  We can provide the assistance and training you are looking for to guide you through your payroll obligations and teach you how to complete the payroll tax returns with confidence.

W2 checklist - prevents mistakes

Download our a free W-2 checklist. Completing this checklist will help you identify mistakes before printing and mailing the forms.  To download, click  on the W-2 checklist link listed on our payroll tips page.
Training for a typical payroll includes:
While you watch and learn:
a. Set-up payroll to default to your most commonly used settings.
b. Set-up 1-2 employees of each type of employee (hourly, salary, f/t, p/t) within your organization.
c. Enter an employee's year-to-date payroll.
d. Walk you through your first payroll
e. Create procedures & forms  that will be used to simplify the process and will be your guide for each payroll
f. At quarter end,  walk you through the preparation of the 941form, State forms and  940 
g. After completing the training, we are available to review your quarterly payroll tax returns

After each step, we let you complete the remaining employees and check back with you when you are done to review your work.

Our services are available nationwide  using remote access technology.  We demonstrate what your next step will be - right on your desktop!  Click here to learn more about our affordable annual support contract which includes these payroll training services plus a whole lot more


We offer hands-on training and will help you prepare the quarterly payroll tax filings until you are ready to prepare without assistance.

QuickBooks Payroll-have you considered using the QuickBooks assisted or complete payroll service?


Periodic review of your company file

Streamline tax preparation - a pristine set of books make tax time a headache free process.

Most companies will benefit from using a QuickBooks Professional Advisor.  Easy to use remote access allows us to review your chart of accounts, list items, and transactions to ensure  they have been posted to the right account and your reports are providing the correct information you need. As we review your data and make adjustments we let you know what actions you can take to reduce  time spent on bookkeeping activities. We  teach, at your learning pace,  new procedural techniques to maintain accurate records and produce a professional image to your customers and vendors. We make sure your system is set up correctly for optimum usage.

We have over 20 years experience helping small business gain a better understanding of their industry; providing heads-up interpretation of the financials; and, assisting the owner with a better understanding of the industry and economy. We specialize in QuickBooks and how it can help you.  QuickBooks has become more sophisticated with advanced features that will save you time and money and help you manage your business.  Having an expert  guide through the maze will reduce your stress, increase your efficiency and reduce your professional fees at year end.  Call us for a demonstration of how we help 800-216-0763. 

CPA Support

We provide training and support to the staff of CPA Firms.
We provide CPE for QuickBooks Seminars attended
We act as an "outsourced" QuickBooks Support Department for the CPA Firm

QuickBooks Books

Discover which are the best selling books for learning QuickBooks


QuickBooks Usage Assessment

As a Certified Public Accountant and QuickBooks® Pro Advisors we are uniquely qualified to provide the solutions you seek

Strategies and help for a total small business solution