Accounting Automation

QuickBooks

Our inventory software seamlessly integrates with QuickBooks to eliminate duplicate entry of acknowledgments, order confirmations, and invoices, saving you time and money.

Contact us to find out how our inventory management solutions can help.

We specialize in inventory management and leave the accounting to the accountants. Our accounting firm offers QuickBooks support, with three packages to choose from.

Quick Start Package

The “Quick Start” package for new business clients includes one-on-one services and hassle-free set-up.

  • Set up and design your QuickBooks software
  • Determine your best start date and load balances as of that start date
  • Prepare the list of services, inventory items, additional charges and sales tax if needed
  • Enter any transactions as of your start date
  • Train you or a staff member to use QuickBooks
  • Follow up to make sure the system is working seamlessly
  • Customize reports specific to your industry or special needs

Check It Package

The “Check It” Package for business clients includes ongoing access to a QuickBooks Advisor for your pressing questions.

QuickBooks Tune-up

  • Reviewing your transactions
  • Cleaning up stray entries
  • Customizing reports
  • Balancing general ledger to subsidiary records
  • Additional personalized training

Basic Support Plan

  • 48-hour response by a CPA
  • Access to Enrolled Agents, Certified QuickBooks ProAdvisors, Tax Accountants, and other professionals

Annual Review

  • Annual “sit-down” to review your tax picture

Fix-It Package

This package for business clients having issues with QuickBooks includes access to a QuickBooks Advisor.

QuickBooks Tune-up

  • Overhaul your accounting system as shown above

Premium Support Plan

  • 24-hour response by a CPAs
  • Access to Enrolled Agents, Certified QuickBooks ProAdvisors, Tax Accountants, and other professionals

Semi-Annual Review

  • Semi-annual “sit-down” to review your tax picture.

Contact Us to Learn More

Not Sure Where to Start?

Read our Guide to Buying RFID to learn about your options.

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15 minutes is all it takes

to figure out if our business solution can add dollars to your bottom line.

Contact us to learn more!