CONSULTING

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

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

Need help getting started?

We have several options with varying levels of involvement:

  • 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)

Need more useful reports?

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

  • Profit and Loss by Project

  • Customer Sales by Product by Month

  • Commission reports on a Cash Basis

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.

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