Jonathan W. Kaplow, P.C. CPA

An Expert in QuickBooks Software

Quickbooks Software Consulting Services
Background
 
We specialize in working with businesses that use QuickBooks Desktop or Online Software or Enterprise Solutions (QuickBook's mid-market accounting software). For over 20 years, we have provided training, implementation, and ongoing support for our business clients who use QuickBooks or Enterprise solutions to manage their business.
 
We are certified in all versions of QuickBooks Online, Desktop and Enterprise Solutions. 


We provide the following services for our QuickBooks clients
 
Set-Up and Operation:
 
We provide assistance with initial set-up and operation of your QuickBooks accounting system. This assistance ranges from help processing day-to-day transactions to setting up procedures for processing complicated transactions. 
 
Ongoing Consulting: 
 
We provide ongoing consulting for out QuickBooks clients to help with unusual transactions or to fix problems.
 
Periodic Services:
 
We also provide periodic services such as reconciling bank accounts, processing payroll tax returns, and entering monthly or year-end closing entries.

 
 
Accessing Data
 
To help you with QuickBooks, we need to access your QuickBooks file. There are several ways to do this.
 
Remote Access: 
We can set up a remote session where we can access your computer from our office and communicate with you over the telephone.
 
Accountant’s Copy: 
You can send an “Accountant’s Copy” of your file using your QuickBooks software. We will make changes to the “Accountant’s Copy” and send the changes back to you over the internet.
 
In Person: 
You can bring your laptop to our office, or we can come to your office to work with you and/or your staff.