At a bare minimum, every business needs to track income and expense transactions for income tax purposes. But why settle for the minimum? You can also use QuickBooks^® to create estimates and invoices, print checks, prepare payroll, manage cash flow, and prepare reports that will help you stay on top of your day-to-day operations.

Most users, however, encounter difficulties when they first begin to use QuickBooks^® due, in part, to its numerous features and flexible sub-systems. Its database structure requires you, as a new user, to make a variety of decisions—and those initial choices have a direct and long-lasting impact on the quality of your results. Even if you want to use only the most basic features of this powerful program, we can help you avoid the mistakes and frustration that new, and even experienced, users of QuickBooks^® commonly encounter.

In opening interviews, many of the business owners we speak with verify that the absence of a quality accounting system has inhibited their company's growth. While basic accounting systems may suffice for start-up or small companies, the need for specific financial information, and for financial management controls, increases as a company grows.

Fortunately, QuickBooks^®, with its extensive database, flexible structure, and ability to store up to two billion transactions, has the capacity to expand with, and adapt to, your company's needs. We focus on helping you understand and select from the more advanced features available through QuickBooks^® such as time and billing, detailed job costing, purchase orders, variance reporting, labor burden allocations, budgeting, recurring entries, inventory, customer contact management, and management reporting. We work with you to customize QuickBooks^® to meet your needs.

If your company's weak point happens to be your accounting system, you're not alone! Business owners come to us because they want to more thoroughly understand, and control, the 'numbers' side of their business. We can help you establish thorough, realistic estimates and budgets so that you can plan for, and manage towards, enhanced profitability.

Business owners also want their staff properly trained so they can access the critical information they need on a day-to-day basis. We are here to help! We train and coach in a friendly, supportive manner, so that you can regain control of your financial information.

Additionally, we can help implement formal accounting processes and month-end closing and sign-off procedures for your staff. If you wish, we can also perform a periodic survey of your accounting records—this reduces repetitive errors, provides training feedback to your staff, and helps minimize tax preparation fees.