Setup of QuickBooks

Conversion to QuickBooks

We know that evaluating technology and setting up bookkeeping processes can be quite overwhelming. Whether you need a new system setup or a conversion to QuickBooks, we make it our goal to take the pain out of the process. We do this in 3 steps:

Planning

 

First, we meet to discuss your specific needs and goals. Then we recommend the best technology solution for you:

  • Easy to use

  • Meets your current needs

  • Will grow with your business

Implementation

Only after the plan has been carefully prepared and approved by you does implementation begin.

We will work together to make sure the transition goes as quickly and smoothly as possible.

What Our Clients Say

"Wendy adapts well to all types of clients and is extremely outgoing. She is very good at problem solving and has an in depth knowledge of accounting and financial processes. Wendy has an strong understanding of accounting software (Quick Books) and is very analytical and organized. She works well on her own and you can count on her getting things done!""

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