QuickBooks Consulting

We provide customized on-site consulting services or training designed to meet your specific needs.  We have Certified Public Accountants and Quickbooks Pro Advisors on staff, which are uniquely qualified to provide accounting software consulting and training.

A Quickbooks specialist will come to your location and discuss your financial requirements. Based on these discussions, we will help you with installation, setup, training, downloading to spreadsheet files, internal control recommendations, and other aspects of the program that will assist you.  The specialist can also provide assistance in reorganizing your existing QuickBooks accounting set-up to improve the effectiveness and management information provided by the system.  We give advice on program features useful for your business, create custom reports based on your specific needs and even revamp office procedures to maximize efficiency.

The goal is to develop an efficient administrative and accounting system that will produce valuable management information to make for better business decisions.

We have five Certified ProAdvisors for QuickBooks

Daniel J. Ruotolo, CPA, MS, is certified by QuickBooks as a ProAdvisor for QuickBooks versions 06 and 2007

Greg Spewak, CPA, is certified by Quickbooks as a ProAdvisor for QuickBooks versions 05, 06 and 2007.

Kimberly Wolford, CPA, is certified by Quickbooks as a ProAdvisor for QuickBooks versions 99, 00, 01, 02, 03, 04, 05, 06 and 2007.

Jessi Schoenleber is certified by Quickbooks as a ProAdvisor for QuickBooks version 2007.

Melissa Hofmann, MAcc, is certified by Quickbooks as a ProAdvisor for QuickBooks version 2007.