Quickbooks & Sage 50 (Peachtree) Consulting

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:
Basic instruction
  • 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
Professional advice
  • 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
Existing users require customized solutions, including:
Skill enhancement
  • Instruction on advanced reporting concepts for generating more detailed and customized reports
  • Implementation of reporting solutions using QuickBooks data by exporting to Microsoft®Excel®, drilling down into data with use of Pivot Tables, as well as utilizing Open Database Connectivity (ODBC)
Fine tuning of company setup and accounting procedures
  • Consultation with owners and decision makers to streamline the accounting function and maximize the use of software
  • Re-tooling existing accounting data files that have become cluttered or disorganized over time using various techniques

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“Hancock & Dana’s professionals are proactive – they truly care and have made a significant difference in helping me accomplish my goals.”

Randy, Business Owner