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Learn about our accounting services

Accounting Documents




QuickBooks Online is the ideal business accounting software for small to mid-sized business owners. QuickBooks Online also allows the client 24 hour to log in and access to view their reports for worry free booking. Along with this QuickBooks Online also allows us to monitor your bank accounts.



Although QuickBooks Online is designed for the layperson to understand, the initial setup and installation must be done correctly for future information to be accurate. All information necessary to set up manual accounting records is also necessary to set up and install QuickBooks Online on your desktop. This task is even more complicated if you switch from manual accounting operations to QuickBooks Online in the middle of the year.

Which accounting method will you use? What chart of accounts do you need for your business? How do you handle beginning balances?

An expert can easily answer all of these questions and complete the initial setup and Installation in a timely manner. In addition, your accounting employees receive training on the accounting software to enhance their performance.

How much does it cost? Before we quote you an exact price, we need to learn more about your business and your accounting records. Rest assured that we work with many small business owners, and my rates are designed to fit the budgets of my clients.


As with any accounting software program, installation and training take time away from managing your business. Here's a short list of the services we provide during your QuickBooks Online setup:

  • Study and evaluate your software and accounting needs.

  • Recommend software and hardware requirements.

  • Install software, design and set up chart of accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.

  • Determination of your QuickBooks Online starting date.

  • Loading your chart of account and balances as of that starting date.

  • Preparation of a list of the items that you sell to your customers. This list includes services, inventory parts, non-inventory parts, other charges and sales taxes.

  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.

  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.

  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.

  • Entering your transactions since your starting date into QuickBooks Online

  • Train client or client staff in use of software to meet their accounting, management and tax needs.

Ongoing Services:

  • Follow up training to ensure the client is "on the right track".

  • Monthly, quarterly or annual review of client QuickBooks Online data to assist in tax preparation and management reports.


Once QuickBooks Online is set up and working correctly, We can train you or your employees to properly operate QuickBooks Online for your business. Why choose one-on-one attention instead of taking a class?

  • We come to your location.

  • We focus on the individual issues facing your business.

  • We will be there to answer your specific questions and concerns.

  • No need to spend time on features that don't impact your business!

Call today to set up an appointment.

I will come to your location!!



Overhaul your accounting system with a QuickBooks Online Tune-up.

Whether you need to prepare for tax time, a financial review, or just to clean up some problem areas, you'll be equipped with a QuickBooks Online Tune-up. In four (4) hours, a QuickBooks Online Professional Advisor will help you clean up and organize your bookkeeping system. Tune-up Topics:

  • Reviewing your transactions for the year

  • Cleaning up stray entries

  • Customizing reports

  • Balancing general ledger to subsidiary records

  • Additional personalized training

A QuickBooks Online Tune-up is an innovative and affordable way to get a handle on your books. Accurate records allow you to make educated decisions for your business and will save you money!

Yes! I'm interested in the QuickBooks Online Tune-up service. Please call me to schedule a time when we can meet.

Fill out the form at the top of the page to e-mail me.


Our Client portal is run through TaxDome and we highly suggest you use it for because the ease of uploading tax documents or accounting reports, receiving back documents, and communicating through the portal is almost unmatched.  Phone or desktop, your clients can communicate with you securely, exchange documents, view their tasks, sign contracts, pay invoices, and so much more. Automatic reminders do the follow-up for you. The TaxDome mobile app also includes a built in document scanner, allowing your clients to send high-quality documents.

All customer interactions with TaxDome are encrypted via Secure Socket Layer (SSL). Our SSL certificates use 256-bit encryption to protect your data.

To find out more click on the link below:

TaxDome Information

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