QuickBooks® Training
In this age of computers and technology, the software available to business owners has become extremely powerful and easy to use. Our choice for most small to medium sized business is QuickBooks® or QuickBooks® Pro. Jim Clark is a member of the “QuickBooks® Certified Professional Advisors Program”, which means that he has completed certification training on the program. We have had tremendous success in helping people set up QuickBooks® software for new or existing businesses, and because of it’s ease of use, have trained people who thought they “knew nothing about computers” to use it. Most entries are done by filling in a picture of a blank check or invoice on the screen! Payroll calculations are just as easy. Once the employees' payroll information is set up, all you do is enter the number of hours they worked, commissions, or salary amount, and QuickBooks® takes care of the rest! Payment of payroll liabilities can also be handled at the click of a button. If you are interested in learning more about this software and how it can help you, please contact us. If you would like to set it up, we can come to your office and help you design your chart of accounts and show you the basics of how information is entered into the program in a couple of hours. Normally, a follow-up is scheduled in 2 to 3 weeks to look at what you’ve done and answer any questions you may have, and you’re ready to go! Your data file can easily be e-mailed to us whenever you have questions or require assistance with correcting errors, or want me to look at your financial data for tax planning purposes.

If set up properly, this can be an extremely valuable management tool due to the wide variety of reports and graphs it can create. You can even send reports into Excel for further analysis. Then, when the time comes to prepare your income tax return or provide financial statements for your bank, you will be ready to provide us with the information we need. Our goal on every QuickBooks® training is to help you get the most out of your QuickBooks® software.

If you are a current QuickBooks® user, and have some problems or errors in data that you need assistance with correcting, we have been extremely successful there as well. Whether you need assistance with reconciling your bank account through QuickBooks® or with cleaning up errors in Accounts Payable or Accounts Receivable, we have the experience to help you fix it! We look forward to hearing from you.









Our firm is a tax and accounting practice, working for individuals and businesses. We understand our clients' needs and wish to ensure their financial success, through clear and responsive communication, that we might further their interests. We use professional and trustworthy approaches to minimize our clients' tax payments while maximizing their income.