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Accounting System Consulting

We will provide training, support, and recommendations to you and your staff in using your accounting system to provide accurate information that allows you to make intelligent business decisions.

To Get Started:

1. Complete the Client Information Form by clicking on "Quick Quote" on our website and submit it to us.

2. If you do not list the issue(s) on the Client Information Form, please e-mail or fax us a list of the issues you have with your accounting system.

3. Please e-mail us your financial information by following the instructions below depending upon the accounting system you use. 

Instructions: 

QuickBooks desktop software package

E-mail a backup copy, or portable backup copy, or accountant's copy of your QuickBooks Company file to us. if the file is too big to e-mail please e-mail a link for us to download the file from a cloud based file transfer service like Dropbox, Google Drive, or whatever one you use. If you do not have cloud based file transfer service, please provide the QuickBooks Company file on a flash drive or CD to us.

QuickBooks Online & Xero Accounting System

E-mail an invitation as an accountant user for us to access your Company in QuickBooks Online or Xero.

Other Accounting System

E-mail us an Adobe Acrobat pdf copy or MS Excel spreadsheet of your balance sheet, income statement, trial balance and general ledger.

We will do the following:

We will contact you to setup a free introduction consultation appointment. (If you decide not to engage our services, a fee of $160 per hour will be assessed for the consultation meeting(s).

Once our services have been engaged:

  1. We will review the data in the accounting system file and supporting documents and make recommendations for each issue you have listed. These recommendations may include correcting journal entries, suggested training, or changes in lists, preferences, or other features.
  2. We will make suggestions for improvement in areas where we see errors and improper use of the accounting system.
  3. We will identify areas where you may not be utilizing the accounting system software to the fullest. These include customizing reports and forms, changing preferences, and adding features such as class tracking.
  4. Upon your approval, we will then execute and implement our recommendations and e-mail you a backup of the QuickBooks Company file with the recommendations implemented or provide a list of our recommendations to you and help you implement our recommendations in your accounting system and business.

Services we specialize in: