We specialize in using Quickbooks to help business owners maintain an accounting system that captures financial information that is accurate, on-time and relevant. For most clients, that means training the owner or staff to use Quickbooks to record deposits, write checks and reconcile the monthly bank statement. For some however, an on-staff bookkeeper is not the answer. We can record and reconcile owner prepared transactions on a periodic basis to provide information on business operations.
Quickbooks set up
A properly set up Quickbooks datafile is essential for a small business owner who wants...Learn More
Get the most out of Quickbooks by learning “best practices” from an experienced professional.Learn More
Quickbooks datafiles that have been in use for some time generally need a little.Learn More
Updates and reporting
Not big enough to require office staff, but too busy to do it all yourself? We can log in...Learn More
NEW QUICKBOOKS USER
A properly set up Quickbooks datafile is essential for a small business owner who wants information that can be relied upon to make successful business decisions. Issues such as inventory tracking, job-costing and payroll processing have far-reaching implications for the future success of the system.CLICK HERE
EXISTING QUICKBOOKS USER
Quickbooks datafiles that have been in use for some time generally need a little“tender loving care”. Setup errors, processing errors and incomplete reconciliation of Quickbooks data to outside sources can mean Quickbooks is not giving you accurate business information. We offer the following services:CLICK HERE
Meet your advisors
is a Certified Public Accountant who holds a Master’s Degree in Business Administration. She spent eight years in Public Accounting followed by ten years as a Controller of a mid-sized human services organization.
Graduated from Bryant College in 1988. After working in public accounting for several years he earned certification as a CPA in Rhode Island before accepting a position in municipal finance with a large municipality in MA.