Why Use a Certified QuickBooks Expert? Many QuickBooks customers say their experience with QuickBooks is better when
they work closely with a QuickBooks expert.
Certified QuickBooks ProAdvisors are typically CPAs, accountants, small business
advisors or consultants who have been tested and certified on QuickBooks.
ProAdvisors help businesses customize QuickBooks for their unique needs and help
them get the most out of the software. ProAdvisors are also a great resource if
you run into trouble with QuickBooks. ProAdvisor fees are typically reasonable
and many businesses feel the investment is valuable.
How Do I Get Started with a QuickBooks ProAdvisor?
Call us to discuss your needs. Here are some of the things we will review with
What program are you currently using? For how long?
How many individuals use the program on a daily basis?
What specific questions do you have about QuickBooks?
What level of assistance do you need?
How involved do you or your staff plan to be in the consulting?
How do you use your accounting package?
How do you currently rate yourself in using & understanding your current
What is your budget for our assistance? (Dollars and time)
How do you identify what is wrong with your QuickBooks file & how much might
expect to prepare for that initial investigation?
What are your rates?
Do you accept credit cards?
What do you require of clients to engage your services?
How would you assess your rate for services performed in relation to other
QuickBooks Pro Setup Services
Setup for new company's or conversion from existing accounting system
Installation of QuickBooks Pro software
Setup company file and chart of accounts
Customize to fit your needs
Customize forms. (Invoices, estimates etc)
Customize reports for proprietary data
Set up of employee files
Tracking of liabilities for quarterly reports.
QuickBooks Automated Payroll Setup
Onsite or Remote
One on One
Daily Data Entry
Changing and Updating Information