Start On The Right Path

Start your business on the right path. Our QuickBooks Pro Advisors can assist you in setting your accounting file the right way. Get the right Financial Statement and training for your business. Stay on the right path and achive your financial goal with a sound accounting system setup.  Call us to assist you with your QuickBooks and accounting needs at 301-962-1700. 

What we can do for you...

QuickBooks Setup

QuickBooks Diagnostics

Ongoing QuickBooks Services

QuickBooks Training

QuickBooks Tune-Up

Online - Remote QuickBooks Training

Tax Preparation

QuickBooks Setup

We can help you setup your company QuickBooks system and get you started processing your data. We will create a QuickBooks file for company with transactions that begin on December 31, 2008 or 2009 (Effective Date). If needed, we will install the QuickBooks software on the machines you specify. We will record the beginning account balances from a balance sheet you provide. We will set up your QuickBooks preferences and user IDs to reflect your current accounting requirements. We will enter company, customer, vendor, and employee data from information you provide us. We will enter sales items and sales tax information based on information you provide us. If applicable, we will enter inventory items and quantities on hand as provided by you. Also, we will enter payroll items and taxes. We will enter all accounting transactions and reconcile the bank accounts for January 1 2008 or 2009. These will be entered from original documents and ledgers you provide such as your last year Financial Statement , Trial Balance or tax return.

QuickBooks Diognostics

We will review the data in the QuickBooks file and supporting documents for Company that are related to the following issues.

QuickBooks Version,

Size of your Your File,

Performance and Processing Time,

Financial Statement Information,

After our review, we will prepare a recommendation for each issue you have listed. These recommendations may include correcting journal entries, suggested training, or changes in QuickBooks lists, preferences, or other features. Upon your approval, we will then execute and implement the above recommendations. All data and supporting documents will be provided by you.

Ongoing QuickBooks Services

On a monthly basis, we will enter all accounting transactions for Company Name into its QuickBooks company file. This includes checks, deposits, and other transactions affecting the checking account. It also includes estimates, invoices, credit memos, and all customer transactions. It includes vendor transactions: bills, item receipts, checks, credit card charges, and purchase orders. We will perform the bank reconciliation for the checking account. We will also enter adjusting journal entries as necessary, including depreciation.

QuickBooks Training

We will present a series of programs called QuickBooks Training (Beginners or Advance) for Company. The program will be customized to meet the needs of the group being trained. The content may be schedule at your company needs. Starting at four hours or a series of training in the areas of set up; customer, vendor, employee, and item set up; writing checks and paying bills; invoicing and receiving payments; inventory; payroll; and file backup. Training materials will be provided for the use of each participant. The programs will be conducted by at your location. The room set up will be classroom style and the equipment needed will be a data projector and screen. PCs with QuickBooks Premier Accountants Edition 2009 and Windows XP loaded will be provided to each participant during the course. Class size is limited to 12. We will make all arrangements for the location of the program. We encourage you to audiotape and/or videotape the program.

QuickBooks Tune-Up

We will review your accounts on the balance sheet and income statement, your transactions for the year, and your existing QuickBooks setup. We will balance the general ledger to subsidiary records. We will make suggestions for improvement in areas where we see errors and improper use of QuickBooks. We will also identify areas where you may not be utilizing QuickBooks software to the fullest. These include customizing reports and forms, changing QuickBooks preferences, and adding features such as class tracking. We will answer your questions and provide personalized training as needed.

Online - Remote QuickBooks Training

All in ones, Training and tune-up at your office pc. We can connect on of our QuickBooks Pro Advisor remotely at your office and take you step by step on training issues, transaction changes, bank reconciliations, posting transaction and other day to day QuickBooks help. Our Pro Advisor are accountants with years of experience.

Tax Preparation (Sole Proprietor, Corp, LLC and other entities)

With our sister firm called Mendoza & Company, Inc., we can assists Individuals, Corporations, Non-Profit, Trust and Foreign Entities with taxation matters including tax planning, compliance, annual return preparation, resolution, and a number of other services designed to ensure compliance with tax authorities. Our services are customized to meet our client's needs and provide them with the convenience of working with a single firm for their accounting and taxation needs.

Individual Taxes (1040s)

Corporate Taxes (1120 & 1120S)

Partnership Taxes (1065s)

Retirement Plans (5500)

Payroll Taxes