How Can We Help?

QuickBooks Product Selection

New to QuickBooks? Let’s talk! We will review your accounting needs and help you select the perfect Intuit product for your unique business needs. Already using QuickBooks? Let us help you determine which other products and services can make you more efficient and productive. 

QuickBooks Help & Support

We ensure your QuickBooks system is successfully installed and implemented and teach your team QuickBooks best practices. Are you a QuickBooks ProAdvisor that needs help with your clients?  Let us be your backroom experts helping you in areas that you are not an expert in.

• Data File Setup and Conversions – We can start from scratch or convert from your current financial program to QuickBooks.
• Payroll Set Up – We help you choose the appropriate payroll service and train you on how to use it.
• Data File Analysis –Not sure if things are set up correctly? Let us analyze and make recommendations.
• Data File Clean Up – We clean up and review your accounts, lists, and transactions and then teach you how to record correctly.
• Bank Reconciliation and Minor Bookkeeping – We complete your bank and credit card reconciliations in QuickBooks.

Speaking & Group Training

Have a group that needs to learn about QuickBooks? MB delivers tailored training at your office, conference, seminar….or wherever you’d like to meet! As a national QuickBooks trainer, MB has presented for Intuit, Scaling New Heights, Accountex, PSTAP, large firm CPA training, and more!

Sample Training Topics:

• QuickBooks at Year-End
• Intro to QuickBooks Online
• Convert from QuickBooks Desktop to QuickBooks Online
• QuickBooks Online workflow – start to finish
• Setting up clients on QuickBooks Online

Third-Party App Selection

Where are your inefficiencies? Let’s review your processes and determine which 3rd party apps and Intuit add-ons will cut down your data entry and make you more productive.

We research the correct solution and help implement and integrate with into your QuickBooks data.