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Frequently Asked Questions

WHAT SOFTWARE PROGRAMS ARE YOU FAMILAR WITH?


We are Advanced Certified with over 30 years’ experience in QuickBooks Enterprise, QuickBooks Pro, QuickBooks Premier (all editions), QuickBooks Point of Sale, and QuickBooks Online (all editions, including QuickBooks Online Advanced) and Microsoft Excel. We are proficient in Intuit Field Service Management (by Corrigo), Method Integration, TSheets, Lightspeed Retail, Transaction Pro Importer, Webgility ECC, and EBiz Charge.

We are also work with Handifox, MISys, Fishbowl, BQE Core, Acctivate, Acumatica, Fathom, E Mobile POS, and other software designed to stretch the functionality of QuickBooks. By attending accounting software conventions such as QuickBooks Connect and Scaling New Heights throughout the year, we meet new software vendors and test their products.




DO YOU DO TAXES?


No, we do not prepare income taxes. However, we can work with your tax accountant or help you locate a tax professional. Tax law is complicated and ever changing, so we recommend that you work with a CPA.




DO YOU DO PAYROLL?


I can help you set up your company payroll, train you or your internal staff to do your company payroll and file payroll taxes, or help you set up affordable options for full service payroll from Intuit, Gusto or others. If you prefer to work with a local payroll service provider, I can help you with the general journal entry you will need to make each pay period. Applications for time tracking, scheduling, and job costing are also available.




I JUST PURCHASED QUICKBOOKS, WILL YOU INSTALL IT, SET UP MY DATA FILE AND TEACH ME TO USE IT PROPERLY?


Yes, we can help you get up and running in QuickBooks. As you may know, QuickBooks is suitable for many different businesses. We tailor our training and customization to focus on the features your business needs. We also install the program in network environments.




I USE QUICKBOOKS FOR MY BUSINESS, BUT I DONT KNOW WHAT REPORTS TO USE OR HOW TO INTERPRET THEM. CAN YOU EXPLAIN THE REPORTS?


Yes, QuickBooks offers many predefined reports that can be very helpful if you know what them mean. In addition, we can create customized reports for your specific needs.




I KNOW SOMETHING IS WRONG WITH MY QUICKBOOKS DATA, BUT I CANNOT FIGURE OUT WHAT I HAVE DONE. CAN YOU HELP ME?


Yes. With many years of experience, we have seen just about everything. With QuickBooks being around for so many years now, we see large data files with corruption that needs special attention to correct. We understand that this data is the lifeblood of your business and we take very special care during maintenance and recovery.




HOW FAR WILL YOU TRAVEL TO MEET CLIENTS?


Our clients are located throughout North America. Remote Support via a scheduled screen share session has proven to be very efficient for all, as well as video conferences. Most of our work is done remotely, while connected with you.

If you would like onsite support, onsite support is available throughout Cape Cod, Martha’s Vineyard, and Nantucket, as well as other parts of Southeastern Massachusetts. We will travel north to the Boston, Massachusetts area and south to the Providence, Rhode Island area. Travel that takes over 30 minutes in one direction from our Mashpee, Massachusetts office will be charged at half the hourly rate plus expenses.




HOW MUCH DO YOU CHARGE?


We sell Intuit software applications at the best available price. As consultants our value is in helping you to design and learn the software successfully.

The initial phone consultation is free. After understanding your needs, in some cases, we charge by the hour. In others, we provide a project price. Please contact us for more information.




I'M NOT SURE WHICH VERSION OF QUICKBOOKS I NEED. CAN YOU HELP ME DETERMINE WHICH VERSION WOULD BE BEST FOR MY BUSINESS?


Yes. Please contact us to schedule a complimentary consultation.




CAN YOU HELP US MIGRATE OUR ACCOUNTING SYSTEM FROM A DIFFERENT PLATFORM TO QUICKBOOKS?


Yes, we perform many integrations from products such as Sage, Great Plains, your custom accounting database, and many others. We’ll oversee the entire migration process, including training to you and your staff, to ensure complete success.




CAN YOU HELP ME TO BE ABLE TO ACCEPT CREDIT CARDS?


Yes, in addition to working closely with Intuit Payments, we also work with alternate merchant service providers such as WorldPay, Nuvei, Banctek, and Century Business Solutions. Contact us to see if you’re getting the best integrated solutions for your business.





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