CPA Bookkeepers - Certified QuickBooks ProAdvisor

Problem : Calls Unanswered

Calling your accountant again and again. One time you get an answering machine another time he is in a meeting. You need to get in touch with your accountant but it seems like a full time job just to get to speak to him once. Then when he finally calls you back you are not in. It can be so frustrating when all you need is a short conversation to answer a simple question. 

Answer

We have thought about this and therefore we have utilized the best customer service advance the internet has to offer. The solution is called a "help desk". This is an automated system for receiving your communications so that they can be tracked and resolved quickly. When you post your problem you get an immediate confirmation that a ticket has been opened and will remain open till the issue is resolved. It is not necessary to ever pick up a phone or wait for a return call. Often it is as simple as problem then answer. Of course there is going to be times when you need to speak things out and then we are there for you via phone and chat. In fact if you click on the buttons to your upper right you could start a chat or conversation right now !

Problem : Late Work

Waiting for your work to be completed. Missing deadlines or just getting the work completed right before it is due. No one likes to be treated like they are not important and why should you ?

Answer

We have thought about this and therefore we have set up three plans to meet your needs. Each plan clearly states what you will receive. Our system is geared to keeping your books updated on a monthly basis. By utilizing our system with your up to date records we can deliver work in a timely and efficient manner. If you are ever not satisfied we stand behind our work with a money back guarantee ! 

Problem : Accounting Software

Trying to make your accounting software work with your accountant. It seems like you have one set of books and he has another. His tax return and financial statements never seems to match your books. Transferring files to him is a major hassle as well as backing up. Besides the software does so many thing when all you really want to is print some computerized checks and let the accountant do the rest.

Answer

Your new accounting software will keep your records and save the effort of these chores : 

  • Transferring data to your accountant ( data fully accessible to you and us )
  • Updating your accounting software ( we maintain your accounting software online )
  • Deal with menus and options you do not understand ( customized software for you )
  • Backing up your data ( we take care of that )
  • Worry about the security of your data from viruses ( secured server )
  • Go to your office to access your data ( accessible 24/7 from anywhere )
  • Post journal entries from your accountant ( we will adjust the same data you see )