QuickBooks and XERO Certifications

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Virtual Bookkeeping:  With today's technology, there's no need to assign a desk or set aside funds to cover wages and benefits for a full-time, on site bookkeeper.

 

 

Let us show you how to convert your current accounting in-box and desk space into a secure IM Bookkeeping file transfer and virtual bookkeeping solution.

 

 

Let us show you how to convert your current accounting in-box and desk space into a secure IM Bookkeeping file transfer and virtual bookkeeping solution.

Call us at (301) 456-6821 and we'll tell you how. 

 

 

 

 

 

 

 

 

 

 

 

 

About our Services

Our certified QuickBooks ProAdvisors and XERO Advisors are available to help with any of your needs. Whether it’s selecting the right software, reviewing and/or updating your current QuickBooks or XERO configuration or if you simply need some assistance navigating through QuickBooks or XERO software, we have the expertise and ability to get you on the right track. Call us to set up a free consultation where we can identify your needs and offer our QuickBooks solutions.

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QuickBooks Product Selection:  Intuit offers a wide variety of software packages and finding the right package for you might seem overwhelming. Let us review your needs and guide you toward the intuit QuickBooks product that best matches those needs.

Software options include:

♦ QuickBooks Pro	♦ QuickBooks Point-Of-Sale
♦ QuickBooks Premier (General Business, Contractor , Manufacturing & Wholesale, Nonprofit, Professional Services and Retail)	♦ QuickBooks Enterprise Solutions (General Business, Contractor, Manufacturing & Wholesale, Nonprofit , Professional Services and Retail)
♦ QuickBooks Online (Simple Start, Essentials, Essentials with payroll, Plus and Plus with Payroll)	♦ Free consultation - contact us to discuss your options

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QuickBooks Setup Review and Troubleshooting:  Many QuickBooks user frustrations or issues arise from incorrect or incomplete preference setup. The Company Preferences control much of the functionality in your QuickBooks file and they are the foundation for a successful and efficient QuickBooks experience. A review of your Company Preferences from our qualified QuickBooks ProAdvisor might make the difference between you struggling with day-to-day processes and getting the most out of your software. QuickBooks also uses lists (item, fixed asset, price level, sales tax, class, customer and vendor) to not only make entering data easier but to handle the behind-the-scenes accounting. Proper setup of these lists is critical if you want your books to be consistent and accurate.

Services include:

♦ Review Company Preferences	♦ Lists Review
♦ General ledger account review	♦ Free consultation - contact us to discuss your options

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QuickBooks Training:  For those who prefer to manage their own books but aren’t familiar or comfortable with QuickBooks, our training might be the helping hand you need. Performed by a certified QuickBooks ProAdvisor, you can get training and assistance with:

♦ Company file and preference set-up	♦ Chart of Accounts and Lists
♦ Recording transactions	♦ Banking
♦ Reporting	♦ Any other QuickBooks needs
	♦ Free consultation - contact us to discuss your options

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XERO SW Advice:  For those who prefer to manage their own books but aren’t familiar or comfortable with XERO software, give us a call or email. Performed by a certified XERO Advisor, you can get assistance with:

♦ Company file and preference set-up	♦ Chart of Accounts and Lists
♦ Recording transactions	♦ Banking
♦ Reporting	♦ Any other XERO needs
	♦ Free consultation - contact us to discuss your options

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Other Services

Here are some of the other services we offer

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