“Reset” Your QuickBooks

Does Your Bookkeeping Need a Little Housecleaning?

If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our expert assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Please call now to set up an appointment.

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!



    What our Clients are saying

    Dean and Priya helped me work through settling my sister’s estate in another state. It was a stressful time, but each time we met with Dean or Priya, things just worked out for us and the stress level almost evaporated. We feel a lot more like family than clients.

    More like a family than clients

    PR

    Dean met with mom YEARS ago and looked over her portfolio and pointed out the kids would owe over $400,000 on inherited accounts. It took a lot of years, but Dean got the entire portfolio set up so none of the beneficiaries owed any tax, and mom paid less than $100K in tax. That is $300,000 in saved taxes! When it comes to taxes, we trust Dean and his team, period.

    $300,000 in saved taxes

    TP

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