Services

Assisting our clients in managing their businesses more efficiently, and from anywhere…
their office, their home, on the beach, or up in the mountains…
anywhere there’s internet access, they’re connected.

Quickbooks Services

BOOKKEEPING

Let us help keep your QuickBooks up to date. We can assist with expensing bank and credit card transactions, reconciling monthly statements, and reviewing financials. If you’d like, we can also help with entering invoices, receiving payments, entering and paying vendor bills. We can also provide payroll services and train your staff on QuickBooks. Monthly & Quarterly plans are available for every budget. Contact us NOW with any questions or to set up a FREE, NO OBLIGATION initial consultation.

DATA TRANSFER, TROUBLESHOOTING & FILE SHRINK

We are Advanced-Certified on all versions of QuickBooks and would be happy to assist you with any issues you are currently having with QuickBooks or your data file. We can also shrink files that have grown too big and sluggish. If you’re moving from Quickbooks Pro or Premier to Quickbooks Online, we can provide assistance, as well.

QUICKBOOKS SET-UP & TRAINING

We can set up new companies for all versions of QuickBooks (and help you decide which version is best for your company). Our services includes setting up beginning balances, linking your bank and credit card accounts, and training you and your staff.

PAYROLL

We offer a variety of Payroll services, from Self Service to Full Service. They all work well with all versions of Quickbooks. Contact us NOW with any payroll questions or to see which plan best fits your needs. We’re sure we can save you money from your current payroll provider

ADVANCED INVENTORY

The QBES Advanced Inventory module adds a variety of features to the basic inventory, including FIFO costing, bar codes, serial or lot #’s, multiple warehouse locations, as well as shelf & bin tracking. We are Advanced Certified in QuickBooks Enterprise and would be happy to help you properly set up and use all for the new Advanced Inventory features.

ADVANCED REPORTING

The QBES Advanced Reports module offers more extensive reporting capabilities, and can combine data from different parts of QuickBooks that you can’t normally combine in the regular reports. Customized reports can be shared with other users and easily updated.

Consulting Services

PART-TIME CFO & CONTROLLER

Regular monthly or quarterly review of your financials to compare against not only your previous financials, but also against your industry KPI (Key Performance Indicators). Our various Part-Time CFO plans can be customized to your particular needs, including creating a business plan, reviewing current processes & procedures to suggest productivity improvements; assistance with business loans; suggestions for improving your bottom line. Call now to set up a FREE, NO OBLIGATION initial consultation.

SOFTWARE INTEGRATION

We can help integrate 3rd party applications with all versions of Quickbooks. Take a look at our Products page to see many of the programs we work with.

CRM—CUSTOMER RELATIONS MANAGEMENT

Track all of your contact with customers, so all of your staff can offer outstanding service to your clients. We are certified in Method CRM, a cloud based CRM software solution that integrates fully with all versions of QuickBooks. Method CRM can handle everything from simple contact info & notes to entering client invoices and payments. Method CRM also can be customized to your specific needs. For more info on how a strong CRM can improve your business, give us a call.