A QuickBooks ProAdvisor

Our firm utilizes the QuickBooks Online Accountant product to keep us organized.

Managing a business requires a considerable amount of effort and time. Maintaining every record for taxes may also be an issue. We can assist you in getting control of the accounting tasks by offering various solutions that match up your requirements.

QuickBooks is certainly the most in-demand accounting software on the market for small and medium sized companies. Despite the popularity of QuickBooks, many individuals and business alike report numerous difficulties with its use. As a small business owner, you have more than likely already begun to use and explore QuickBooks.

But, in order to get the most from this popular accounting software Accounting & Tax Advisers CPAs offer professional set-up and optimization as well as ongoing assistance for you and your staff. In addition, we offer a Free Consultation to businesses near Lombard, Illinois.

QuickBooks Accounting Setup and Support

Choosing the right version of QuickBooks
We will help you select the right version of QuickBooks based on your computer platform and the specific type of business you are running. Using the correct version of QuickBooks is a big time and resource saver.

Setting up your QuickBooks File
Our Lombard experts will help setup QuickBooks to run on your computer(s) and also set up your company within QuickBooks so it runs accordingly. In addition, we will set up a Chart of Accounts that is customized to fit your specific business needs.

On Site or Off Site Training
Whatever is convenient for you, we can deliver training at your location, ours- or remotely, whatever is more convenient for you.

Making Corrections to Your Existing QuickBooks File
If you have been working on your QuickBooks file and it is not correct, we will uncover the issues and make corrections, then show you how to manage these issues going forward so the file does not revert back to its incorrect state.

Printing and customizing reports for your specific needs.
Depending on the type of business you are running, you will want certain reports daily, weekly or monthly so you can oversee your operations. We will help you determine which reports are best for you and then set them up within QuickBooks.

Overseeing your bookkeeper.
If you have a bookkeeper operating QuickBooks for you, we will oversee them to be sure he/she is entering transactions properly and be available to answer any questions your bookkeeper may have about your QuickBooks file.

Budgeting & cash flow management.
Whether you have a new or existing business, a good management style is essential to success. Part of good management is anticipating results and thus budgeting plays a key role. We can show you which parts of your business need to be budgeted and how to go about it.