Quickbooks Pro Advisor
Services for QuickBooks
Gain Valuable Financial Insights
If you've been thinking about making the switch to a paperless accounting system, QuickBooks is easy to use and is an affordable solution that allows you to manage your business more efficiently.
With both desktop and online ("in the cloud") versions, it's easy to view transaction records and prepare custom reports that help you manage cash flow, monitor income and expenses, and make sound business decisions.
More Freedom to Focus on Your Business
When you use accounting software like QuickBooks, you'll have more time to focus on what you do best, which is run your business. Instead of searching through your filing cabinet or that stack of manila file folders piled high in the corner of your desk, you can quickly find the information you need using the search function and entering keywords. You can even search from your mobile, laptop, or your tax preparer's office if you're using cloud-based accounting software.
We understand that the decision to switch to a new accounting system can be a difficult one. But once you've made the decision, we're here for you every step of the way.
What we do for you:
- Set up and implementation - We assist you in setting up your QuickBooks account, tailoring it to suit your specific business needs and ensuring a smooth transition from your existing system.
- Customization and Configuration - We customize your QuickBooks account to match your business structure, chart of accounts, and reporting requirements, maximizing its effectiveness for your unique operations.
- Training and Support - We provide hands-on training and ongoing support to empower you and your team to confidently navigate QuickBooks, from basic tasks to advanced functionalities, ensuring you get the most out of the software.
- Data Migration - We facilitate the seamless transfer of your financial data from legacy systems or spreadsheets to QuickBooks, ensuring accuracy and integrity throughout the migration process.
- Cleanup and Reconciliation - We perform thorough cleanup and reconciliation of your QuickBooks data, resolving discrepancies and ensuring your financial records are accurate and up to date.
- Reporting and Analysis - We leverage QuickBooks' robust reporting capabilities to generate customized financial reports and analysis, providing you with valuable insights into your business performance and guiding strategic decision-making.
- Integration with Third-Party Apps - We integrate QuickBooks with other business applications, such as payroll, invoicing, and inventory management software, to streamline your workflows and enhance efficiency across your operations.
Make the Smart Choice
QuickBooks is a financial management tool that simplifies your workflow processes, reduces paperwork clutter, and saves your business time and money.
If you’re ready to give QuickBooks a try, contact us today. If you'd like to learn more about how QuickBooks can benefit your business, click on any of the links below.
Why QuickBooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here are 10 reasons why you should be using QuickBooks.
Setup for QuickBooks
Although QuickBooks is designed for the layperson to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to set up QuickBooks for you correctly.
Training for QuickBooks
Once QuickBooks is set up and working properly, we can train you or your employees how to use QuickBooks specifically for your business.
Answers to QuickBooks Questions
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone call away, preventing many wasted hours of aggravation and embarrassment.
Tune-up for QuickBooks
Whether you need to prepare your books for tax time, a financial review or you just need to clean up some problem areas, you'll get your QuickBooks running smoothly again with a complete Tune-up.
Why QuickBooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here are 10 reasons why you should be using QuickBooks.
- You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.
- You can easily generate the reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy.
- You save money because QuickBooks is so affordable. You can use it to run a $5 million or a $25 million business for a few hundred bucks. Accounting software is truly one of the great bargains in business.
- Your business can grow with QuickBooks. QuickBooks will help you design a business plan to use when trying to secure a small business loan or line of credit or to plan for the future. QuickBooks will create a projected balance sheet, profit and loss statement and statement of cash flows in the format recommended by the U.S. Small Business Administration.
- You can customize QuickBooks to work the way you want. QuickBooks is specifically designed to be flexible and adaptable to a wide range of small businesses. To broaden its appeal, QuickBooks has recently added customized accounting packages for contractors, retailers, health care professionals, and Nonprofit organizations.
- You can rest assured knowing that QuickBooks is a stable, reliable and proven product. Hundreds of thousands of small businesses throughout the world have chosen QuickBooks as their accounting software. You can't go wrong with a software program with such an extensive installed user base.
- You save typing time and errors by sharing data between QuickBooks and over 100 business applications. You can even share data with popular programs, such as Microsoft Excel, Word, Outlook and Act!.
- You will get paid faster with QuickBooks online payments. E-mail an invoice or statement and with QuickBooks Online Billing, your customer can easily pay you with a credit card or bank account transfer. No more waiting for the check in the mail!
- You can easily accept credit cards. With QuickBooks Merchant Account Service, you can accept credit cards with ease. QuickBooks Merchant Account Service is the only credit card acceptance service integrated with QuickBooks software, which means you don't have to enter the same data twice. No additional software or hardware is required. Your customers can use Visa, MasterCard, or American Express.
- You can pay your bills and handle your banking online. Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes, sticking stamps, or printing paper checks. Just write checks in QuickBooks as you normally would, then click a button and your participating bank does the rest! Pay anyone in the U.S. from your credit card companies to your pizza service. Online banking also lets you download your monthly statement from your participating bank directly into QuickBooks for easier reconciliation.
Setup for QuickBooks
Although QuickBooks is designed for the layperson to understand, the initial setup and installation must be done correctly in order for future information to be accurate.
All information necessary to set up manual accounting records is also necessary to set up and install QuickBooks on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks in the middle of the year.
Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?
An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.
How Much Does It Cost?
We first want to find out a little more about your business and your accounting records before we quote you an exact price. Rest assured that we work with many small business owners and our rates are designed to fit the budgets of our clients.
As with any accounting software program, installation and training take time -- time taken away from managing your business. Here's a short list of the services we provide while setting up QuickBooks:
- Study and evaluate your software and accounting needs.
- Recommend software and hardware requirements.
- Install software, design and set up a chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
- Determination of your QuickBooks starting date.
- Loading your chart of account and balances as of that starting date.
- Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.
- Entering your outstanding accounts receivable and accounts payable details as of your starting date.
- Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
- Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
- Entering your transactions since your starting date into QuickBooks
- Train client or client staff in use of software to meet their accounting, management and tax needs.
Ongoing Services:
- Follow up training to ensure the client is "on the right track."
- Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports.
Training for QuickBooks
Once QuickBooks is set up and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
Why choose one-on-one attention instead of taking a class?
We come to your location.
We focus on the individual issues facing your business.
We will be there to answer your specific questions and concerns.
No need to spend time on features that don't impact your business!
Call today to set up an appointment. We will come to your location!!
Answers to QuickBooks Questions
Questions about QuickBooks?
QuickBooks users are generally not stumped by the software, they are stumped by the accounting information necessary to complete the transactions. Quick access to correct information is essential to maintain the accuracy of your financial records.
Employees in your accounting department will find comfort in knowing an expert in QuickBooks is only an email or phone call away, preventing many wasted hours of aggravation and embarrassment.
How much does it cost? $20 per question.
Questions may be called in, left on voice mail, faxed or sent via email. A Certified Professional Advisor who specializes in working with QuickBooks will respond with a detailed solution to your problem or question, usually within 24 hours.
100% Money-Back Guarantee: If we cannot adequately resolve your problem or question, your money will be refunded 100%, guaranteed.
Our Answers to QuickBooks Questions service keeps your employees on task.
Tune-up for QuickBooks
Overhaul your accounting system with a Tune-up for QuickBooks.
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a Tune-up for QuickBooks. A QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Tune-up Topics:
- Reviewing your transactions for the year
- Cleaning up stray entries
- Customizing reports
- Balancing general ledger to subsidiary records
- Additional personalized training
A Tune-up for QuickBooks is a smart and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!
If you interested in the Tune-up for QuickBooks service, call today and schedule a time to meet.
Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc.
Used with permission under the QuickBooks ProAdvisor Agreement.
What our customers are saying
"I was daunted by all of the financial information I needed to get squared away when I started my business and worried that I wouldn't find someone who was personable in addition to being professional, but Angela is just that. From the moment we met I could tell that she would be able to answer all of my questions, and in the almost two years that we've been working with her she's been able to help me out in every new situation that has arisen- which has been a lot during the pandemic. I would happily recommend her to any other business owner."
- Casey F., Golden Bee Bookshop
"There are bookkeepers who make entries and provide you with clean books. Just getting it right is a win. Then there is UltraPrecise, who far exceeds the level of bookkeeper. Angela customizes to our needs. She gives advice. She interacts with our tax accountant and helps strategize. Angela provides Board Room level CFO insights and recommendations. This is not only bookkeeping. This service is effectively a Finance Department and CFO. A lot of people can do the books. UltraPrecise gives far more. This replaces two or three FTE's at a fraction of the cost and with excellent and timely outputs."
-Chris W., Portfolio Properties Group
"Angela has taken the stress of the financial management of our organization off of our shoulders. She's very thoughtful and proactive-- we can trust that our finances are in good hands and can make decisions about hiring and spending from a position of confidence. She is detailed, thorough, super responsive, and quick to get back to us on time-sensitive issues."
- Jennifer D., Progressive Maryland, Inc.
Ready to get started?
Schedule a free consultation with us today