Accounting Help


Software Solutions

Our product offerings and support extend to all versions of major accounting software in the industry, both desktop and online versions, as well as to Point of Sale and related solutions including Payroll, Payment Solutions and 3rd-party integrations.

As a premium solution provider, we stand out from the crowd with a proven ability to match products to client’s needs; install and setup systems and procedures; and provide ongoing personal guidance for our clients and customers as their needs grow.

Let us help you choose the right solutions to meet your business needs.

Contact Us to know more about Accounting Software Solution


Accounting Solutions

  • Accounting software for daily and journal entry
  • Accounting software for Reconciliation
  • Accounting software to review transactions to evade accounting coding errors
  • Accounting software to run flawless payroll
  • Accounting software for tax returns
  • Accounting software to print financial statements for Management use
  • Supervise and provide hands on assistance to bookkeepers and staff accountants on recommended accounting software.
  • Provide individualized training to client staff

Contact Us to know more about Accounting Solution 888-301-0794


CRM Solutions

In the early days of a business, managing information about your contacts and customers isn’t difficult. However, as your business grows, you get more customers and hire more employees, information about contacts gets dispersed across spreadsheets, notepads, sticky notes, and memories.

Business growth is a great thing and with it comes the need to organize your information. That’s where a CRM -- a Customer Relationship Management solution -- is useful.

However, there are hundreds of CRM solutions and they range from free to thousands of dollars a month.

Our team of experts will choose the best CRM. We will compile the most recommended CRMs for small businesses after collecting reviews, highlights, and comparative features of each to help you evaluate the best CRM that suits your business needs.

What are the benefits of a CRM system?

  1. Contact data organization. CRM helps you organize information about all your contacts. This allows your team to keep track of who a customer has spoken to and what they discussed. In sales, this information gets your team on the same page to run your sales process smoothly.

  2. Sales reporting. Track quota attainment and metrics such as emails sent, calls made, meetings booked, and deals closed to understand what your team is doing well and what to improve.

  3. Accurate sales forecasting. Don’t rely on complicated Excel formulas or back-of-the-napkin math. A good CRM system generates an accurate sales funnel for you, making it easier to forecast sales and manage your team’s pipeline.

  4. Customer segmentation. Segment your contacts by properties such as location, deal size, or close date, to find the warmest leads to focus on.

  5. Scaling a sales process. A repeatable sales process is key to testing new sales motions and strategies. The data you keep in a CRM system will help you spot effective and ineffective patterns in sales behaviours. This knowledge will help you grow your business effectively.


Strategic Business Planning

The future growth and success of business, small or large, depends on strategic planning. It also helps avoid pitfalls. A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand. Our strategic business planning service helps businesses gain insights, derive business intelligence and make the right decisions today for a brighter, better tomorrow.

Remember: Failing to plan is planning to fail.

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

We can help you prepare a Strategic Plan to.

  • Justify your plans are credible by fully researching the need being filled with your new venture
  • Identify and describe your target customer
  • Describe your marketing plans
  • Analyze your staffing and management needs
  • Identify and develop a solid financial plan - including projected startup costs, operating costs, revenue projections, break-even analysis and profit projections
  • Identify and formulate company milestones

Below are the training modules for Software Solutions, Accounting Solutions and CRM Solutions. Where we excel help and provide training.

Desktop Training

Tricky Transactions

  • Setup automatic transactions (memorizing transactions)
  • Void vs. delete a check
  • Enter customer down payments/deposits
  • Handle bounced checks
  • Banking: bank reconciliation and locate discrepancies, online banking

Set up your company

  • Move around with QuickBooks...Confidently
  • Get help...Real Quick

Everyday Transactions

  • Inventory: adjust inventory, purchase orders, receive items
  • Sales Taxes: adjust, set up, pay and report sales taxes
  • Selling: customer statements, payments, sales receipts, deposits, credit memos, and invoices
  • Buying: bills vs checks, bill payments, bills, checks, bill payment stubs, and credit memos

Special Transactions

  • Use credit cards
  • Apply credit memos
  • Give refunds and receive refunds

Advanced Features

  • Use multi-user
  • Close the books
  • Update QuickBooks
  • Password protect QuickBooks
  • Protect your QuickBooks data
  • Work with the accountant's review
  • Work with Microsoft Word and Microsoft Excel
  • Find transactions FAST and other time saving features

Understand Accounting

  • Use general journal entries
  • Change and fix the chart of accounts
  • Understand your financial statements
  • Setup and use subaccounts
  • Cash vs. Accrual accounting
  • Setup the chart of accounts

Set Up and Pay Employees

  • Prepare tax forms
  • Make tax deposits
  • Process paychecks
  • Track time and invoice time
  • Setup employees and payroll items
  • Modify paychecks
  • Summarize payroll data in Excel

Work with Reports

  • Add, delete, resize, and reorder columns
  • Filter and format reports
  • Save reports and create memorized report groups

Tips & Tricks

  • Add custom fields
  • Keyboard shortcuts
  • Show P & L by month, or as a percent of income
  • Special "Window" tricks
  • Clean up lists (delete, hide and merge)
  • "Collapse" financial statements
  • Sort and customize lists
  • Add logos and custom fields to forms
  • Create custom invoices and other forms
  • Tailor company preferences

Online Training

Special Transactions

  • Learn when and how to "add", "match" and "exclude"
  • Process downloaded transactions, tips and tricks to save you time, bank reconciliation, fix errors and locate discrepancies.
  • Write off bad debt (including small underpayments)
  • Track Petty Cash
  • Online Banking
  • Bank reconciliation and find reconciliation errors
  • Handle customer down payments/deposits
  • Handle bounced checks (NSF)
  • Void vs. delete a check

Set Up and Pay Employees

  • Track and invoice time
  • Process paychecks
  • Make tax deposits
  • Enter prior payrolls
  • Set up company payroll preferences
  • Set up employees, deductions and company contributions
  • Use payroll reports
  • Make non-tax payments (health insurance, etc.)

Expense Transactions

  • Expense list and other expense reports
  • When you should and should not track accounts payable
  • ATM withdrawals and electronic fund transfers
  • Debit card and credit card charges
  • Vendor credits
  • Checks (printed and hand-written)

Sales Transactions

  • Receiving payments and making deposits
  • Customer statements
  • 4 ways of recording sales and choosing the one that’s right for you
  • Cash/sales receipts
  • The invoicing cycle
  • Invoicing for billable time and/or expenses
  • Estimates/proposals
  • The income lists and sales reports
  • Delayed charges
  • Credit memos

Getting Started and Setting Up

  • Credit card setup
  • Importing from QuickBooks desktop editions
  • Moving around and finding what you need
  • Online banking setup
  • Edition of QuickBooks Online that is right for you
  • Setting up your company
  • Importing from Excel

Accounting and Financial Statements

  • Really understand your financial statements
  • Change and fix the chart of accounts
  • "Collapse" financial statements
  • Set up and use subaccounts
  • Set up the chart of accounts
  • Use general journal entries
  • Cash vs. Accrual accounting

Tips & Tricks

  • Special browser tricks to speed up data entry
  • Clean up lists (delete, hide and merge)
  • Fixing setup mistakes

We Generate Success for Our Clients!

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