We are a certified Acumatica Partner & QuickBooks Solution Provider (QSP), offering custom setup, training, support, and providing long-term bookkeeping and accounting services.

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Testimonials

Our Services

Consulting for QuickBooks

QuickBooks Online (QBO) and QuickBooks Desktop (QBD) are very powerful products if setup and used correctly. We can show you various hidden features as well as research and help install and setup any 3rd party applications that help you run and manage your business.

Bookkeeping Services

Our core service is bookkeeping. We provide this service using QuickBooks desktop hosted in the cloud or QuickBooks Online so the books can be accessed and worked on remotely by us and you. We are experts in all the current technologies that enable more efficient and effective bookkeeping to allow for accurate real-time financial reports.

Data Conversion

Converting from another system to QuickBooks can be a daunting task. There are no direct tools to do this automatically and in many cases the file sizes are very large. We can determine the best approach and work with you on getting that data imported correctly into QuickBooks.

Training for QuickBooks®

In addition to basic QuickBooks training on many of the features built-in to the desktop and online products, we offer custom training using your data and your business process.

File Review for QuickBooks®

We are both QuickBooks and accounting experts. We can review your file from an accounting perspective to ensure the Balance Sheet, Profit and Loss and Statement of Cash Flows is accurate and setup correctly. We will look at trends in your profit and loss over time to see if revenue and expenses are being booked timely and consistently. From an actual file perspective, we will look at the size of the file, as well as features that are turned or, off or not being used.

Setup for QuickBooks®

Setting up QuickBooks properly from the start is crucial to having a proper system for entering data and more importantly reporting to help manage and steer the company. There are many setup parameters to go through to enable a proper system for both reviewing history as well as projecting forward. We can help set up QuickBooks properly from the start.

Hosting for QuickBooks®

QuickBooks Desktop that is hosted in the cloud can provide many of the features that QuickBooks Online currently has. We work with a premier hosting company to get you hosted and support working in this environment fully.

Reporting for QuickBooks®

QuickBooks has many ``out of the box`` reports. We can help customize and memorize the best reports for you as well as design reports that are not listed in the software.

Latest News

Interested in any of our support, training, or accounting services?

Contact us today!

kim

Kimberly Mitchell
Partner Development Manager

 

Kim is a Partner Development Manager with 10 years of experience working with Strategic Partners. As a 19-year veteran with Intuit and a history of driving growth and sales results within the QuickBooks echo system Kim, brings a wealth of knowledge to our team by assisting us with sales and marketing initiatives while helping us strive for the highest net promoter (clients satisfaction) scores. Kim is passionate about creating and nurturing new partnership opportunities through the relationships she has built over the past 25 years of sales experience.

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Noah

Noah Raney
Senior Account Payroll Manager

 

Noah is our dedicated Intuit Senior Account Payroll Manager who can help you find the right payroll solution for you and your business. He is well versed in all of the QuickBooks platforms being desktop/online/standalone and payroll has been his world since joining Intuit 13 years ago. Whether you are looking for ways to save on time, reduce inflated payroll costs or just get set up with the best discounts, he is here to help. Your success and satisfaction are of utmost importance!

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Sean

Sean McCaffery
Global Channel Sales Partnerships and Alliances Leader

 

Sean McCaffery has more than 15 years of experience leading channel sales and cloud solutions in the US and Internationally. Sean has held leadership positions with Avaya in Europe growing the channel business with resellers and distributors in key countries driving double-digit growth. He then joined Rackspace Technology and was instrumental in developing sales growth strategies in cloud adoption for customers and partners. Most recently, he ran channels at Dizzion responsible for dynamically growing and expanding the partner ecosystem through SaaS-based VDI solutions before joining Intuit. Currently, he runs the QuickBooks Solution Provider Program supporting the strong business that solution providers and ISV partners have established as well as finding new opportunities to drive emerging mid-market growth together!

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Gabor

Gabor Terebesi
Account Manager

 

Gabor Terebesi is an Account Manager with the Payments Team of Intuit for over 15 years. He works in the partner division for Intuit payments to ensure Intuit partners along with any clients of theirs are in the most suitable and financially cost-effective solution accepting payments through eCommerce, QuickBooks, mobile payments, or any other options necessary for their business.

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Aimee

Aimee Garneau
Accounting Manager

 

Aimee joined Siegel in 2022 as the Accounting Manager overseeing the accounting and bookkeeping team. Aimee brings 18 years of experience with increased responsibility with privately and publicly held companies. Her experience lies with SaaS-based companies as well as in healthcare, consulting, education and nonprofits. Prior to joining Siegel, she held accounting leadership positions with Waban Projects, Elastic Path, Moltin, and Ned Davis Research. Aimee loves partnering with business owners to establish financial reporting and results that promote growth and expansion. When Aimee is not working, she loves spending time with her family and friends and exploring all New England has to offer. She is also an avid Red Sox fan and enjoys going to Fenway Park when she can.

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