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Quickbooks Consulting

Certified QuickBooks Advisor:

As a Certified QuickBooks Advisor, we have helped many businesses setup and manage their operations in QuickBooks. In order to serve you more efficiently, we can work directly with your files. Accounting software programs like QuickBooks® are ideally suited for business owners. These programs have simplified the bookkeeping process for you. However, no accounting package can be operated properly without sufficient understanding of its features and functionality. Your time is valuable and better spent managing your business. That's why we provide training, oversight, ongoing support and trouble-shooting services.

This versatile application will save you time and money by helping you run your business more efficiently. We offer the following services to help business owners manage their day-to-day operations using accounting software packages like QuickBooks®.

  • Software selection, installation and set-up
  • Bookkeeping services
  • Payroll processing
  • Accounting analysis and periodic adjustment
  • On-site technical support
  • Remote access and telephone support

Software selection, installation and set-up: We help you to install or upgrade your QuickBooks®. We don't just load the program, but help you to support opening account balances, reconciliation to financial records, optimize user preferences, design key management reports, set-up user access and program limitations, enable on-line banking services, fixed asset entry, set-up payroll processing, program training and more.

  • Bookkeeping services: Depending on your business volume and individual needs, we provide monthly, quarterly, semi-annual and annual bookkeeping services to record cash and credit card receipts and disbursements, account reconciliations and payroll processing. Our bookkeeping services are provided through highly-trained, experienced accounting professionals performed quickly and efficiently to deliver a high-quality work product at competitive prices.
     
  • Payroll processing: We offer a variety of affordable payroll processing options for small businesses with less than 50 employees. Our services are designed to let you manage your payroll processing and assist you with quarterly or annual reporting, or alternatively receive support through affiliated third-party providers with no limitations that is easy to use, reliable and secure.
     
  • Accounting analysis and periodic adjustments: We provide periodic accounting analysis and adjustments to identify and record those items not recorded through general bookkeeping procedures. This analysis is performed by highly-experienced Certified Public Accountants and is designed to identify key problem areas, risk exposure, trend analysis and key business ratio analysis.
     
  • On-site technical support: On-site technical support services are currently limited to South Florida locations. All technical support engagements are managed by Certified Public Accountants. Applicable fees are structured on an individual project basis including on-going periodic support service contracts. Remote access and telephone support: We provide remote-access telephone support services to resolve technical support issues at your desk while you work.
    New technological advances in multi-user, remote access will allow us to link up to your to provide quick, reliable support services to answer your questions and get you back on track. Your problems are solved at your desk while you work. No more frustrating telephone support calls. Remote access features are safe and affordable. 


Otero & Associates, PLLC
Your CPAs & Small Business Advisors
324 Wilshire Blvd  Casselberry,  FL 32707-5370
Ph: 407-834-3133 •  Fax: 407-657-5475