Quickbooks® Services

At Raak and Associates PC, our staff is experienced in all areas of QuickBooks® software, and is happy to assist our clients in the following areas:

• QuickBooks® software selection, installation and setup
• QuickBooks® individualized training
• QuickBooks® file review and adjustment
• QuickBooks® troubleshooting
• QuickBooks® classes – small group, hands-on customized classes

QUICKBOOKS® SERVICES

Our firm approaches each client individually, taking into account and responding to the many subtle fluctuations that are specific to your business needs. Whether you are a contractor or a construction company, a non-profit organization, a medical or healthcare facility, a retail business, a professional service firm, or somewhere in between, we are here to help you improve your business processes and accounting flow so that you can focus on doing what you do best – running your business.
Small businesses and accountants prefer QuickBooks® over any other small business financial software combined because it is easy to learn, easy to set up and easy to use. No other software makes handling day-to-day financial tasks so fast and simple. QuickBooks® (QB) makes it easy to retrieve the critical reports you need to manage your business. One size does not fit all – which is why there’s a QB version to suit your specific business. QB integrates with popular software programs including Microsoft Word and Excel making exporting of financial information a snap.
Good business decisions begin with good financial information. Our firm can assist you in obtaining financial accuracy, which is why we also recommend the use of QB. Our professional staff will get your accounts set up properly, train you and/or your employees in using the software, and support you on an on-call, as-needed basis. Our current QB services include:
- Product &Version Selection
- Installation & Setup
- Training & Seminars
- Technical Support
- QB Review
- Pre-Employment Competency Testing
- Other
Product & Version Selection
With over 3 million small business customers and over 230,000 accountants, QB is the #1 rated and recommended small business financial management software. Whether you have already made a final decision in your choice of software or you are contemplating the options. You may require some assistance. Our firm can provide recommendations to assist you with your final purchase. We also pass our ProAdvisor product discounts on to our clients.
Installation & Setup
How you set up QB is just as crucial as how you use it. Correct setup depends on many variables such as your type of business entity, your industry, your current accounting methods, the information you need, and the features you use. Correct setup increases your productivity and enables you to generate and track the important documents and information you need to manage your business more effectively. We can assist new QB users with initial setup, or we can assist experienced QB users by reviewing and improving their current setup.
Training & Seminars
Most bookkeepers don’t have an adequate understanding of accounting or the software they use. Small business owners need bookkeepers who not only possess the knowledge, skills and experience necessary to accurately perform bookkeeping, but who also fully understand the software essentially to produce timely, relevant and reliable financial information. Research shows that most QB users utilize only 30 to 40% of its potential. We can help you to use every applicable feature of QB so that you get the most from your software.
One-on-one training is available either at our office or yours. Group training and classroom seminars are conducted at our location by a Certified QuickBooks ProAdvisor with years of accounting, finance and tax expertise. Contact us today to schedule a one-on-one appointment, or join our next group training seminar.
Technical Support
Our clients range from beginners with little or no accounting knowledge to fellow CPAs who need to brush on up new technologies for their clients. No matter whom you are, you will more than likely have a question – and we can answer it for you.
QB support enables small business owners, office managers, accountants, and bookkeepers to perform bookkeeping, accounting and financial management more efficiently. Our support services can assist you with any QB question you may have. Our support services are simple: contact us via phone, fax or e-mail, and a qualified QB professional will provide an answer to your question usually within 24 hours.
QB Review
We provide periodic reviews on a monthly, quarterly or annual basis. We will review your QB transactions and create adjusting journal entries as necessary leaving you with the most accurate financial information at your fingertips.
Pre-Employment Competency Testing
Our firm provides online testing for your current or potential bookkeeper, consultant, and/or controller to assess their QB knowledge and expertise.
Other
In addition to QB services, Raak and Associates PC offers a wide range of accounting services including:
- Bookkeeping Services – Data Entry, General Journal Entries, Bank Reconciliations, Accounts Receivable, Accounts Payable, Sales Tax Reports, 1099 Forms
- Payroll Services – Payroll Processing, Liability Payments, Payroll Tax Reports, Form Management, Annual Reports, W-2/W-3 Preparation
- Financial Services – Compiled Financial Statements (GAAP, Tax or OCBOA)
- Tax Services – Income Tax Return, Tax Planning/Consultation, IRS Representation/Correspondence, Annual Reports
- General Business Services – Business Consultation, Internal Controls Assessment, Financial and Retirement Planning

Contact us for more information !

- Business Consulting
- Accounting, Payroll & Tax

ill have questions? contact us anytime