Accounting 
QUICKBOOKS SERVICES
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• If you are a new QuickBooks user we can help install, setup, train and support you in all aspects of the program.
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• If you have been using QuickBooks for a while but have questions about how to use the program or get more out of it – we can help you with that too.
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• AND…if you need ongoing support and some plain old QuickBooks help…we have the accounting “know-how” to fix your QuickBooks mistakes, reconcile your accounts and get your data file back in shape.
We offer customized training programs, telephone support, installation, new company setup, a QuickBooks “Tune Up,” regular monthly services and diagnostic reviews. Some of our services are described below. Please be sure to let us know how we can tailor our services to meet your needs.
OUR QUICKBOOKS SOLUTIONS
COMPLETE BOOKKEEPING SOLUTION
You don’t have the time or the desire to be involved in the bookkeeping function. We offer the ideal solution for you.
We do it all from invoicing, bank deposits, accounts payable, bill paying, payroll, filing receipts, data entry of timecards and whatever else is necessary so you can focus on making money.
We place the essential financial reports on your desk so you can manage your business. We also work with you to ensure that you know how to interpret the information, and more importantly, what to do with it.
SHARED BOOKKEEPING SOLUTION
You want to be more involved in some of the bookkeeping function, but don’t want to worry about everything. It also might be necessary to generate invoices on the spot. We offer the ideal solution for you.
Many people want to do their own invoicing. Others want to pay their own bills. Perhaps you don’t want to mess around with the bank or credit card reconciliation and you prefer never to figure out how to do payroll.
We present you a menu of options including all of the required tasks necessary to financially operate your business. We will discuss the pros and cons and then the choices are up to you.
REVIEWED BOOKKEEPING SOLUTION
You or an employee do just about everything and you only need us to review the work on a monthly or quarterly basis. We offer the ideal solution for you.
We first make sure that QuickBooks is properly setup for your type as well as your style of doing business. We then provide training in the first few months so you or your employee can gain confidence working with QuickBooks. Our training can be provided at your place of business or our office. Of course, we are always just a phone call away to help if you get stuck.
After the training is completed, you may want us to perform a review for a few months and then perhaps quarterly to make sure that problems are caught early and don’t become a big mess. At some point you may feel comfortable enough that an annual review at tax time is all that you need.
OTHER BOOKKEEPING SOLUTIONS
You have a small operation and prefer not to use accounting software at all. We will set you up with a simple hand-posted system that will only take you a few minutes a week to keep up to date. You then have the information at hand necessary to prepare your tax return or complete a loan application.
You have specialized software needs other than QuickBooks. There are many different alternatives ranging from franchise, midlevel and high end accounting software all the way to virtual accounting where you lease a high quality software solution. We have some of our own solutions and we will be glad to review other options to ensure that you find the best solution for your business.
Let’s get started with a complimentary business consultation, where we will answer your questions, assess your situation and recommend a course of action. We can be reached at (408) 378-9500 or by completing the form at Contact Us.
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