Set-Up Support

QuickBooks Pro Advisors We are not only QuickBooks Pro Advisors, but we are CPAs and accountants, too. When you work with our Southern California accounting firm, we view ourselves as a trusted partner in your business. We work with hundreds of small businesses throughout Southern California providing outsourced accounting, tax planning and QuickBooks services, but our number one priority is to save your business money.

Learn to use QuickBooks with Confidence

Although QuickBooks is designed for the average user to understand, the initial set-up and installation must be done correctly. With our guidance your business will be able to produce financial information that will help you make critical business decisions and ensure efficient tax preparation at year end.

We Can:

• Conduct an on-site evalauation of your software and accounting needs.
• Recommend software and hardware requirements.
• Determine the correct chart of accounts for your specific business including payroll, accounts receivable, inventory, accounts payable, etc.
• Map the accounts for tax preparation purposes to help you save money on tax preparation fees.
• Create templates for invoices, purchase orders and statements that meet your needs.
• Set-up online downloads from financial institutions.
• Train in-house bookkeeper or business owner to meet your accounting, tax and management needs.

We are a Local CPA Firm

We are a local CPA Firm who can come to your location. Every business is unique. QuickBooks can be specially tailored to your business. Setting up QuickBooks properly is essential to future smooth accounting operations. Our Certified QuickBooks Pro Advisors work with businesses throughout Southern California.

Learn more about our ongoing support.

We invite you to call our office today at 909-305-2530 to discuss your QuickBooks accounting needs with an experienced Southern California CPA. There is no cost or obligation for the introductory consultation.