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.