As accounting professionals, we continually evaluate the many accounting programs available. Our experienced staff can help you choose and implement the system that best fits your needs. We also offer flexible, build-your-own Sage 50 and QuickBooks training.
Several of our staff members are Certified QuickBooks ProAdvisors®, which means they have demonstrated proficiency using the software and must complete rigorous continuing education to maintain their certification.
New users typically need:
Fundamental bookkeeping concepts
Key features and shortcuts for effective implementation
“Help Desk” for users while they gain confidence using the program
Proper company setup
Prevention of common new user mistakes
Customized use of the program to focus only on features and modules that are needed
Help defining a Chart of Accounts that meets business needs
Identification of key reports that measure business performance
Recommendations on the best version for each client’s needs (Online, Pro, Premier, Enterprise, Complete, Quantum)
Assistance for internal bookkeepers to learn best practices for accounting
Explanations and insight of key reports to make informed business decisions