“Andrea really gets it! Andrea helped me set up and UNDERSTAND my books. Now I'm much more efficient in managing my business operations so I can focus on business development and service delivery. And, I'm confident that my operations align with my strategic vision! She really is both a consultant and a coach.”

 

- CEO of a Bay Area leadership training firm

Getting Started with QuickBooks (the Start Up™)

For small businesses who are just getting started or implementing QuickBooks for the first time; this service can give you everything you need to get QuickBooks set up and your processes in place. Specific areas addressed include installation, chart of accounts and lists set-up, data-entry training, reports, and financial processes coaching.

Þ get the right version of QuickBooks for your business

Þ personalized training

Þ get you started with your bookkeeping

 

Cleaning up QuickBooks (the Clean Up™)

For small businesses whose financial books need reorganization and updating. Great for small business owners who are getting preparing for new bookkeeping staff. Areas of focus include reviewing for discrepancies, missing data, compiling and organizing documentation, and updating A/P and A/R and reconciliations.

Þ bookkeeping reviews and reconciliations

Þ gaining transparency and accounting compliance

Þ learning effective strategies to stay on track

 

Bookkeeping Services (the Keep Up™)

Is business so good that you don’t have time to do your books? Get the benefit of instant QuickBooks expertise in regular, dependable bookkeeping services, month-end financial reports and year-end wrap-up.

Þ keep your pulse on the heartbeat of your business by keeping step with your growth

Þ organized financial data for peace of mind

Þ responsive, dedicated and reliable bookkeeping

 

Growing with QuickBooks solutions (the Grow Up™)

For when you need to migrate to a financial software platform that better suits your operational needs – whether that’s using QuickBooks instead of Excel spreadsheets, implementing a higher version of QuickBooks, or setting up a merchant account for your online web store. What we help you accomplish at this stage is analyze your current process, plan what to migrate where, and manage the transition intelligently and efficiently.

Þ migrate to the QuickBooks solution to match your growth

Þ private-sector and government-contracting DCAA-compliant chart of accounts and monthly reports