Most businesses use QuickBooks for accounting.  At Profitwise, our staff is well-versed in all aspects of the popular software, and is equipped to handle any issue you may have. We also offer Quickbooks training seminars.

If you’ve got problems like these, we can help:

Which QuickBooks software should I use?
We can help you look at your business and decide whether the online or desktop version of QuickBooks is best for you. If neither is perfect, we can tailor-make a hybrid version ideal for your company – something most accountants don’t know how to do.

I think my QuickBooks file needs a facelift.
Is your QuickBooks file a mess?  Does the program run slowly or even crash?  We specialize in cleaning up and restoring QuickBooks data files.  We can help you get your QuickBooks working like it’s supposed to.

My QuickBooks files are neglected! Help!
If you’re like most of our clients, your workday is hectic.  With the hurried pace of the modern work world, it’s tough to find time to keep your books updated.  Stop pushing your bookkeeping under the rug, and let us step in and help ease your guilt.  We can help input old bank and credit card statements, plus any other data you need to get your books current.  We’ll also provide you with up-to-the-minute financial reports that you can use to help you make decisions and start running your business more profitably.

I’m starting a new business.  How do I get set up with QuickBooks?
Many new business owners start using QuickBooks without really knowing what they’re doing.  Within months, their files are a mess.  Billing is a struggle, and tax time is a nightmare.  We can help you set up your QuickBooks the right way, by setting up your chart of accounts and utilizing our knowledge to create the specific categories that are applicable to your business.  We can also help you set up more advanced components, like sales orders, invoicing, estimates, purchase orders, bills, and online banking.

I need help importing data and interfacing with third-party software programs.
Many business owners feel overwhelmed when confronted with the more advanced functions of QuickBooks, such as importing banking and credit card data or interfacing with some of the available third-party software that integrates with QuickBooks.  Don’t wander blindly!  Let our experienced staff show you the right way.

I need my QuickBooks file to match last year’s tax return.
We at Profitwise face this problem time and time again.  Many other accountant simply don’t think to make sure that your QuickBooks files and your tax returns match.  However, it’s vitally important.  If you’re audited, the IRS must see that your records match.  And having your books on the same page makes preparing your tax return less costly, less prone to error and easier to process, year after year.