QuickBooks Services

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. That’s exactly what we help you to do.

We don’t just help you use the software, we help you use it more efficiently and more effectively, and can provide one-on-one training when needed.

Valencia Tax Group offers the following solutions to help meet your QuickBooks needs:

  • Personal Training: We train you personally! Either one-on-one or several individuals within your organization with our customized training program.
  • Setup: We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
  • Support: Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
  • Review: Our QuickBooks review service helps companies that have the staff to perform daily accounting and payroll tasks, but need an accounting specialist to review your transactions, accounts and reports.This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business.Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business that you can use to make good decisions.