Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

  • Save time by dealing with common tasks automatically. 
  • Generate and customize reports with ease. 
  • Easily customize and adapt your setup so that it will work the way you need it to work for your business. 
  • Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.
  • Manage invoicing and payments online — No more check-in-the-mail syndrome.
  • Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.
  • Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

  • Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the QuickBooks system.
  • Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • Follow-up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Training for You and Your Staff

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business. Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

Reset Your Quickbooks

Does your bookkeeping need a little housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Let Us Help:

What Is A Notice Of Federal Tax Lien, And Can It Cost Connecticut Taxpayers Their Jobs?

 Key TakeawaysFederal law protects you from being fired because of an IRS wage levy. A tax levy takes from your wages. A federal tax lien secures the IRS’s claim against your property. A wage levy can still create workplace tension and cash flow...

Remote vs In Person Work Setup for Connecticut Employers

 Key TakeawaysRemote work can lower overhead, expand your hiring pool, and improve flexibility. But it can also create multi-state tax and payroll compliance issues. In-person work can improve training, supervision, and team cohesion, but it often comes with...

How Long Can Employers Keep Employee Records? A Record Retention Guide for Connecticut Small Business Owners

 Key TakeawaysHow long you keep a document depends on what it is, which law applies, and sometimes your state’s rules as well. A practical baseline is to keep general personnel records for at least two years, payroll tax records at least four years, benefits...

Can My Tax Refund Be Garnished? Answers from a Trusted Connecticut Tax Pro

 Key TakeawaysYour federal tax refund can be taken to pay certain debts, including past-due federal taxes, state taxes in some cases, child support, and other qualifying government debts through the Treasury Offset Program. Private creditors generally cannot...

Customer Relationship Management Tools List For Connecticut Small Business Owners

 Key TakeawaysA CRM (Customer Relationship Management) tool centralizes leads, customer communication, and deal tracking in one platform. Most small businesses need a CRM when manual tracking leads to missed follow-ups or a lack of visibility into sales...

The Best Time Management Software for Your Connecticut Small Business

 Key TakeawaysEffective time management is about implementing scalable systems that reduce administrative friction, not micromanaging employees. Most businesses struggle in one of three specific areas: project management, time tracking, or...

 ~Contact.FirstName~, Emelia Mensa, CPA here, from Emelia Mensa, CPA. You know me already for fixing your IRS problems, and that’s usually what I’m emailing or calling you about. But don’t worry – this isn’t a notice about some new letter or demand...

Help For Connecticut Taxpayers: I Haven’t Filed Taxes In Years, What Do I Do?

 Key TakeawaysIf you haven’t filed in years, penalties and interest continue to build, and the IRS may eventually file a return for you using the income information they have. Getting back into good standing means filing the last six years of returns, though...

How to Choose Payroll Software for Your Connecticut Small Business

 Key TakeawaysThe best payroll software for a small business is the one that fits your worker mix, pay schedules, compliance needs, and how you expect the business to grow. At a minimum, your payroll system should automate calculations, support direct...

What Accounting Software Should I Use For My Connecticut Business?

 Key TakeawaysThe “best” accounting software is the one that matches your workflows, integrates cleanly with your other systems, and can grow with you. Integration quality matters more than feature quantity. If data doesn’t sync cleanly, your books won’t be...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!