QuickBooks Pro Advisor Services

services overview

QuickBooks Services in Woodland Hills

If you are new to QuickBooks or upgrading your files, our team of QuickBooks Certified ProAdvisor’s will customize an implementation plan specifically for your business.

Customized Implementation Plans

An accounting software program is as good as its initial setup, installation and training. It’s a process that is challenging for business owners and takes time – time taken away from managing your business. Although QuickBooks is designed for the layman to understand, its setup and installation is often more complicated and if done incorrectly will negate the purpose of having an accounting software program that is capable of transacting quickly, accurately, efficiently, and effectively.

Our Quickbooks services team has perfected the 4-step consulting process model and designed it to keep everyone engaged and on track. We have worked with over 1,000 companies across nearly every industry with their QuickBooks accounting software. Therefore, whether you are new to QuickBooks or upgrading your file, our team of QuickBooks Certified ProAdvisor’s will customize an implementation plan specifically for your business.

Our Quickbooks Plan Covers It All

  1. Selecting the appropriate QuickBooks software for your business requirements
  2. Selecting the number of licenses that your staff needs
  3. Choosing the accounting method that the business should adopt
  4. Choosing the most suitable charts of accounts for your industry
  5. Providing ongoing training for your employees to enhance their performance

 

Still Have Doubts Why You Should Partner with MBAFAS for Your QuickBooks Setup and Training?

Software Selection
Third Party and Custom Applications

Your dedicated QuickBooks consultant will determine which version of QuickBooks (Pro, Premier, Enterprise Solutions, etc.) will meet the needs of your business, the number of licenses required, 3rd party applications that may be needed, and any needed programming or integration. You’ll receive the Intuit Premier Reseller Discount, which in many cases will give you a perpetual discount on all of your licenses.

Once your base QuickBooks file is set up, we’ll implement a 3rd party app and/or provide custom programming, if required. If you’re using QuickBooks Enterprise, this could be as straightforward as turning on and setting up Intuit’s Advanced Inventory or Reporting Add-On. We can also handle more complex situations that require a custom-developed application or integration with external systems.

System Design
Reporting and Automation

In order to get the most out of QuickBooks, it is crucial that your system is designed and set up properly from the beginning. By conducting a thorough needs analysis, we can generate a detailed system design that meets both your immediate and long-term goals. Our goal is to optimize your system to generate the KPIs, Financial Reports and Management Reports you need to make strategic business decisions.

Once we’ve got your QuickBooks file and any supporting apps & integrations set-up, we take it further by automating various data-entry tasks and generating reports. We can show you how to generate reports, set-up automation, and / or build any custom report your need so that you get the most out of your QuickBooks data.
File Setup and Internal Controls
Training and Knowledge Transfer
We’ll configure QuickBooks either on your local network or in a secure, cloud-hosted environment, and set up your file based on the implementation plan we developed for you, i.e., setting up customized Charts of Accounts, Lists, Preferences/Settings, Forms, Payroll, Taxes, Templates, Inventory, Fixed Assets, etc. For data imports from previous accounting software, the data will be cleaned and scrubbed.
Lastly, we’ll make sure your team feels confident using your new system. Every business and individual is different. We offer customizable QuickBooks training based on your needs and goals as well as your specific QuickBooks system environment. All training can be done remotely via secure web-based meeting, which makes scheduling more convenient and cost-effective. If you prefer on-site training, we offer that option as well.

Our Proven Process

Our 4 step consulting process model is designed to keep everyone engaged and on track.

Step 1
Discovery

Every business is unique. Our team will spend time getting to know your unique goals, processes, and time frames; then research a solution that best meets your needs.

Step 2
Consultation

Our experts will review your processes for efficiency and accuracy, we’ll then make product and workflow recommendations that we feel will benefit your bottom line.

Step 3
Execution

We’ll work alongside your team to complete the project on schedule and in budget. You’ll receive weekly milestone reports and we’ll have frequent progress calls.

Step 4
Maintenance

We’ll put a plan in place to help you meet long term goals, and a communication schedule to ensure you’re making the most of your new system..

MBAFAS Certified QuickBooks ProAdvisors

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What People Say

MBA has been doing my taxes for the last three years.   I’m very pleased and have recommended my family members and friends.

Donna Hopkins Company CEO

Wow couldn’t be happier! Mark is always great! He’s on top of his game, very professional and knowledgable! I highly recommend him to all my friends, family and clients!

Alibaktash R. Administrator

For the last 5 years, I’ve been filling my taxes with MBA Financial & Accounting. This is the best tax preparation service I ever got. Mark’s tax strategy helped me save money. Top notch service. His prompt, genuine and thorough response has been consistent throughout the years.

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