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
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
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
Custom software programs
Enhanced conversions after initial Free Data Conversion.
Want history that the Free Data Conversion doesn’t provide?
Condense Data isn’t enough?
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
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
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
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
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
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.
We assist you in selecting the best payroll solution for your
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