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Quickbooks Services
QuickBooks Setup
Although QuickBooks is designed for the layman to understand, the initial setup and installation can be tricky. Save hours of frustration by allowing us to setup QuickBooks for you correctly.
QuickBooks Training
Once QuickBooks is setup and working properly, we can train you or your employees to properly operate QuickBooks specifically for your business.
QuickAnswers
Employees in your accounting department will find comfort in knowing that the answers to their QuickBooks questions are only an email or phone-call away. Email and telephone support prevents many wasted hours of aggravation and embarrassment.
QuickTune-up
Whether you need to prepare your books for tax time, a financial review, or you just need to clean up some problem areas, you’ll get your Quickbooks running smoothly again with a complete Tune-up.
Why Quickbooks
QuickBooks is the ideal business accounting software for small to mid-sized business owners. Here’s 10 reasons why you should be using QuickBooks.
QuickBooks Tips
Please take a look at these shortcuts and "tricks of the trade" designed to save you time and make your QuickBooks experience even more productive.
Ongoing Services:
Follow up training to ensure the client is "on the right track".
Monthly, quarterly or annual review of client QuickBooks data to assist in tax preparation and management reports New Quickbooks Users
* We will create and customize your data file according to your company’s specifications and set up beginning balances. * Set up the most common use items & services of your company in order to prepare invoicing.
* We will set up employees data in order to prepare payroll and setting up vendors, customers, and other names.
* Also, we will set up your Accounts Receivable balances for your customers.
* We will set up your Accounts Payable balances.
Training in order to get you starting to use QuickBooks and all phases of the program.
Existing QuickBooks Users
If you have an existing company and data on QuickBooks we will also:
* Review your existing QuickBooks file and clean it up.
* Reconcile your bank accounts, adjust your Accounts Receivables, & Accounts Payables.
* Adjust and correct the payroll, inventory an other general ledger accounts.
* If you outgrow QuickBooks, we can assist you in the transition to a new program that meets your needs.
You need accountants that do more than your taxes. Tax preparation and services are important, but your accountant can make a huge difference in many other areas. Certified Public Accountants that care. CPA's that make a difference. We specialize in cost effective assistance to small business clients, individuals, and the self-employed. We can assist you with both tax preparation and tax planning for individuals and businesses, as well as audited or reviewed financial statements, general accounting assistance, bookkeeping and payroll services for small businesses. If you are in the Orlando Area and you'd like to see what kind of difference attentive accounting and business consulting can make to your financial future call us at 407-830-5717 or contact us to make an appointment today. McNair and Associates, P.A. CPA's
1250 S. U.S. Highway 17-92, Suite 250
Longwood, Florida 32750
Telephone: (407) 830-5717 Areas Served by Our Florida CPA's Include: Altamonte Springs, Apopka, Casselberry, Heathrow, Maitland, Lake Mary, Longwood, Orlando, Oviedo, Sanford, Winter Park, Winter Springs.
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Business Tax Preparation
For QuickBooks® Clients
Using Our Secured Internet Portal | Here's How:1. Contact us by calling 407-830-5717 or through our contact page.
2. Once we contact you and set up a client account, you may use our CLIENT E-DROPBOX (think of a secure vault on the Internet) that allows you to transfer your QuickBooks® file or QuickBooks® Accountant's Copy and a PDF file, or other format scanned copy of your prior year's income tax return to us.
3. Once we receive this information we will schedule a tax conference with you by phone to review your needs, concerns and questions that we need to address before preparation.
4. We will than prepare your Business (Corporation, S-Corporation, Partnership) tax returns.
5. The final income tax returns sent via FedEx with accounting changes for QuickBooks® users as needed. | | |
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