QuickBooks Software Consulting & Related Services

Believe it or not, QuickBooks is much, much easier to figure out than the accounting software programs of two or three decades ago. However, QuickBooks isn't always easy to use. And sometimes, unfortunately, getting QuickBooks to do what you need is really a headache.

For this reason, we are happy to help business owners and their staff get QuickBooks working just right. In most cases, a modest amount of personal, one-on-one training lets a business get going with its accounting. In an hour or two, we can show you how to deal with the basic transactions you'll actually record when you use QuickBooks for real, let you tour QuickBooks with either Steve or one of the other accountants acting as your guide, and just generally make sure you get off on the right track.

In some cases, we may recommend a business move to a simpler accounting solution (such as Quicken). In other cases, we may recommend a business move to a more powerful accounting program. However in most situations, QuickBooks is an effective accounting solution for a small business.

One related editorial comment: we truly believe you need a good accounting system in order to succeed in business. If a business can't easily see when and where it's making money (and when and where it's not), that business is in serious trouble.

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Additional Tax Information for Small Businesses

This website provides hundreds, maybe even thousands of pages of free information covering topics like small business and individual taxes, financial and business planning, and general accounting. But I also sell three, modestly priced and instantly downloadable e-books with additional, more specialized information (see descriptions that follow). Each book, by the way, covers tricks and techniques that should easily save a small business or investor thousands of dollars annually.

The most powerful tactic for saving small business taxes? Often, simply arranging your affairs to maximize deductions produces giant annual savings. Read More

Operating or planning to operate your firm as an S corporation? The trick here is setting the right shareholder salary. But finding the sweet spot is tough. Read More

Real estate investment in this tough economy produces pretty good returns. But savvy tax planning can boost your profits by thousands of dollars annually. Read More