Quickbooks Services

We are highly experienced with various versions of Quickbooks, and can provide whatever level of assistance clients using Quickbooks may require in optimizing this popular user-friendly accounting software for your corporation, partnership or limited liability company.  Kim Walton is a Quickbooks Certified ProAdvisor (both Desktop/Network and Online versions), and Sasha Michel is a Quickbooks Certified ProAdvisor (Online version).  Kim, Sasha and our other tax professionals are happy to work with clients to optimize their use of Quickbooks.

Accounting and Bookkeeping Services

For some clients, we take care of the detailed day-to-day accounting work so they don't have to.  This includes a number of clients with complex energy investments, in support of the need to report income and expenses from oil and gas properties individually on annual federal income tax returns.

We're also happy to assist older clients with personal matters, including taking care of paying bills and maintaining personal accounting records. We do not request or accept signature authority over client accounts and funds - we just do the detail work so you don't have to.