Your Solution Provider


Serving Clients Nationwide





What we do.

We are the firm of choice for Accounting Software Sales, Implementation, Training, Support, QuickBooks Hosting and CFO Services. Our team stays up-to-date on current financial issues. We tailor each project to the needs of the client and specific targets and goals.

Menu of Services.

*      Software sales & consulting

ü  Need help assessing your software needs?  New business or growing business?  Existing software obsolete or annual renewals too pricey?  We work with you to prioritize your needs, select a solution that works within your budget and help you properly implement the solution so you ultimately have a tool to enable accurate financial reporting to help you manage your business.

*      Data Conversions

ü  Are you converting from a system that Intuit’s Free Data Conversion won’t support?  We can help. 

§  Older files (Great Plains, Peachtree, Acc Pac, DOS based programs)

§  Custom software programs

§  Enhanced conversions after initial Free Data Conversion.  DataFix.

§  Want history that the Free Data Conversion doesn’t provide?

§   Condense Data isn’t enough?

ü  Is your existing file corrupted?

§  We analyze the file, interpret the cause and build a new file with a solution that works, whether your file just got to big or other issues created the problem.

*      Implementation after the fact

ü  Was your file set up improperly?  Based on your needs, we will

§  Review the overall company set up.

§  Review Customer, Vendor and Item lists – Map and customize.

§  Review and suggest changes to the chart of accounts for more comprehensive financial reporting.

§  Review reporting needs and customize/memorize reports so you achieve useful reports  

without defaulting to an excel solution.

§  Improve utilization and education on the product (Everything Enterprise plus in-depth hands on training of key personnel customized to your needs)

§  Increase automation and efficiencies


*      Year-end Close

ü  Do you need an in-depth analysis and accounting clean-up of your year-end data in preparation for an audit, review or tax return?  We can help.  Team members have a background in public and private accounting and know the drill inside and out.

ü  Do you help in preparing for your year-end audit or review with schedule preparation and interaction with your CPA’s?  We know what they want and why.  We can help.

*      Part-time CFO Services

ü  Can’t justify a full time person for a CFO position but still need professional financial advice to guide your business to success? Whether we are on site at your office or working remotely from ours, a Virtual CFO means professional financial management at an affordable cost.

§  Developing financial analysis to better understand results and to make better decisions

§  Identifying, tracking, and analyzing key performance indicators (KPI), improving efficiencies and reducing costs

§  Evaluating, modifying, or creating systems, policies and procedures where needed

§  Helping other department heads be more effective by providing more and better information and analysis

§  Assisting in the strategic planning process

§  Cash flow and budget analysis

§  Preparation of a business plan

*      Field Service Management

ü  Intuit Field Service Management is a simple, powerful service management solution lets your HVAC, plumbing, and electrical services business spend less time administering operations and more time improving your business.   It integrates with QuickBooks Pro/Premier/Enterprise to help your business “Get more work done, Get paid faster, and Do payroll better!”

§  Augment paper work orders and clipboards with web-based and wireless services. Work orders are dispatched wirelessly by the field service management software and managed by workers using handheld devices. Real-time data flows from the field into your Intuit system, eliminating unnecessary travel, double data entry and endless stacks of paperwork. Intuit’s field service management software allows your field service teams to create invoices at the job site, take or process payments immediately—then sync with Intuit QuickBooks Enterprise Solutions for a complete accounting solution.

*      Payroll

ü  We assist you in selecting the best payroll solution for your business.

§  Assisted

§  Enhanced

§  Full Service

§  ???


*      Training

ü  We train you to properly use your accounting software.  Intuit provides its Enterprise Users with Training in connection with its Full Service Plan, but many clients need more.  We provide in-depth training customized to your needs so you can fully understand and utilize all aspects of this robust program.