Financial Software Training

Our Services:

• Tax Preparation
• Tax Planning
• Audit Representation
• Business Accounting
• Payroll & Bookkeeping
• Financial Software Training
• ​Elder Care
• Estate Planning

​​Our staff is experienced in the use of  QuickBooks™.  Our professional staff can easily answer all of your questions and assist you in the initial setup and installation of your accounting software customized for your business needs. 

Our team can help your business utilize QuickBooks to its fullest potential. With our expert knowledge of the QuickBooks platform, we can help your organization increase productivity and generate more complete income and expense information, allowing you to access the accurate information you need to make strategic decisions.

Let us provide the in-depth knowledge you need to optimize the use of QuickBooks in your organization. Ask us about our QuickBooks set-up and training options. We’ll have you up and running quickly and using the QuickBooks platform more efficiently, saving you valuable time, while you put accurate and invaluable information to work for your company.
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   Setup services:

• Study and evaluate your software and accounting needs.
• Recommend software and hardware requirements.
• Install software, design and set up chart of accounts including payroll, accounts receivable, inventory, accounts payable, sales tax, and accounts for your business's specific needs.
• Enter your account balances and transactions since your starting dates into your accounting software.

Ongoing Services:

• Monthly, quarterly and annual federal, state and local tax return preparation, including sales tax returns,  quarterly returns, 941 and 940, W2 and 1099, and state unemployment filings.
• Payroll services including direct deposit.
• Download bank statements and enter transactions.
• End-of-year review and financial reports.

​For more information on how our software services can help your business, please contact us.