Our specialty is Operational and Management Acccounting; the DAY to DAY stuff.   That's about making sure your business has the processes in place and the data you need every day, to operate efficiently and profitably.

If you're Switching to using QuickBooks from another accounting package or a manual system we have a plan for that.

We do Tune Ups!
  We're experts in account structure setup, design of classes and categorization that guarantees you can produce the reports you require.  We'll put together a plan for collecting and entering your data. We'll design reports and instructions for staff and a schedule for report production.  We'll systematize a periodic review process to ensure things are going according to plan and we'll work with your year end accountant to ensure you're in compliance and managing your business effectively.

We're Systems and Procedures specialists - when your growth necessitates them, or requires an update we can help you define them, document them, and even help train staff and deal with implementation challenges.   We can also help with paper flow and suggest ways to eliminate duplication and file things electronically.

We're also experts in back up processes and the integration of Add On Applications and tools.
 
Phone 613-966-7700 / 888-262-5130
Kingston ON Canada
Support for QuickBooks
Account structure setup

Classes and categorization

Custom Report Design

Systems and Procedures

Conversions (Simply & Sage 50)

Reconciliations

Online and Enteprize

Imports and Exports

Payroll, Payables, & Receivables

Adjusting Journal Entries
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Switching to QuickBooks for your Accounting?

You don't have to go it alone.  Switching accounting systems can be time-consuming and expensive if you make a mistake.  We are experts in the application and use of QuickBooks and specialize in operational and management accounting.  We're here to make sure your conversion goes SMOOTHLY.

We can help you choose the correct version of and which applications work best for your business.  We're experienced in systems conversions (including from Sage Simply), importing, account structure setup, design of classes, products & services, job costing, budgets and forecasts, payroll setup and more. 

We start at the top first.  We'll help you define the information you and your business needs to operate effectively.  THEN we'll design the setup, processes and reporting to meet those objectives.  Most people start their setup with the chart of accounts, then add Classes, and Products & Services ad hoc afterwards.  You can end up with a disorganized mess that doesn't give you the information you need to manage and grow your business.

Every system conversion needs a good implementation plan.  We're experienced project managers and will guide you through the process.   The timing and cut-off dates of your conversion are critical.  Your business needs to be up and running and have trained staff ready to go with as little disruption as possible.

We have experience supporting a wide variety of business types - see the list at the bottom of the page.

Call or email us for a free consultation to discuss your accounting conversion.
Our QuickBooks Tune Up

•  If you already use QuickBooks for your growing business: 

•  Are you sure the correct settings are being used for your business?

•  Having trouble making sense of whether your Accounts, Classes, and Products & Services
   are working together effectively? 

•  Are you tracking time and costs to give you proper job costing?

•  Is your payroll setup properly and functioning the way you want?

•  Would you like to know if there are other specialized applications you could be using? 

•  Are your reports giving you the information you need to manage your business better?

•  Are you using budgets and forecasts for planning your financial performance?

•  Are your backups working properly and kept off-site?

•  If any of these questions resonate with you, a Tune-Up will help.
 
 
Our promise - the INFORMATION you need, ORGANIZED and ACCESSIBLE
Work From ANYWHERE Experts
Integrity
Experience Excellence
Since 2002
Kingston Ontario Canada
Our Tune up for QuickBooks will review and assess your setup, business and reporting processes.  We will review your business and reporting processes and make recommendations about how QuickBooks can be better used to meet your reporting needs. 

You will receive a Report Card which scores each area of the program you're using and provides recommendations.

We are experts in services for QuickBooks users and specialize in operational and management accounting.  That's about making sure your business has the processes in place and the data you need everyday to operate efficiently and profitably. 

Call or email us for a free consultation to discuss your QuickBooks Tune-up Report Card.

Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement
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Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement