QuickBooks Online (QBO) and QuickBooks Desktop (QBD) are very powerful products if setup and used correctly.  There may also be a need to bring in a 3rd party application to increase the functionality of the accounting system.

Consulting for QuickBooks Services

  • From single user to up to 30 users, we can help implement QuickBooks.
  • Access and evaluate the current QuickBooks setup.
  • Review all operational and accounting process and workflows and ensure QuickBooks is set up correctly to handle your business and, if necessary, redesign QuickBooks for your needs.
  • Look for deficiencies in the system and either turn on features in QuickBooks to correct for them or research applications to bring in additional functionality.
  • Create custom reports needed to manage the business.
  • Ensure you are on the correct version of QBO or QBD.
  • Review the file size and if needed discuss options to reduce the file or start a new one.
  • Provide training on new features that are constantly being added to QuickBooks.
  • Setup and train using the advanced inventory features in QuickBooks.
  • Add real-time visual financial dashboards to QuickBooks.
  • Conversion from others systems to QuickBooks.
  • Support and training for new and existing staff