go to the home page
my approach
accounting services
tax planning
payroll
financial planning
personal tax plans
colleagues
clients
contact info

QuickBooks™, the most widely used small business accounting package has grown increasingly powerful over the past decade but many users are not able to take advantage of its many features.

 

As a Certified QuickBooks ProAdvisor, we provide an installation service, which includes customizing the software to your special needs, and training your staff to use the software correctly. We can also provide provide training, tune up an existing installation and trouble-shoot errors.


We emphasize:

  • Correct payroll set up
  • Understanding the purpose and power of "items"
  • Setting up a useful items list for purchasing and invoicing
  • Setting up a chart of accounts to meet your specific needs
  • Simplifying data entry and transferring data from other programs into QuickBooks

QuickBooks now includes both a time billing function and a payroll service. We can help you decide whether these systems best meet your needs or whether using other programs make more sense in your specific situation..

Susan Hagner, a Certified QuickBooks ProAdvisor, has been using QuickBooks and Quicken™ for over ten years in a variety of settings helping many small businesses and individuals customize their software to meet their specific needs.

Susan graduated from Franklin & Marshall College in 1983 and earned a Masters of Fine Arts degree from the School of Visual Arts in 1989. She continues to be an active member of the Boston-area arts community, at the same time continuing her education in accounting, financial reporting and QuickBooks features.

Call or email today for a free, one-hour consultation to discuss your needs and our services.