CONSULTING

Looking for a better accounting system than you are using now?

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We analyze your unique business requirements and process and recommend the best accounting package for you.

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Need help getting started?

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We have several options with varying levels of involvement:

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• Basic setup of file including: chart of accounts, vendor and customer lists; beginning balances and link bank accounts to file;

• Import current year’s transactions;

• Customize file; set up sales tax, assign file preferences and defaults, design custom reports.

• Clean up master files (chart of accounts, vendors, customers)

• Clean up Balance Sheet

• Redesign chart of accounts to enable more useful management reports.

• Account reconciliations (bank, credit card, PayPal, Amazon)

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Need more useful reports?

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Tell us what you are looking for and we will design it.

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• Profit and Loss by Project

• Customer Sales by Product by Month

• Commission reports on a Cash Basis

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Let us customize standard reports; develop reports using special reporting features in QB or Sage50;  or integrate with third party apps to create the perfect report.

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Best of all, these new reports can be accessed with just a few clicks.

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