(866)-725-9824 | officesupport@sclcpa.com

QuickBooks Consulting

QuickBooks™ Consulting Services

For most small businesses, QuickBooks™ is the place start on the accounting side of a business. As the name implies, it is quick, easy- to-learn and works helps to automate the process of billing, receiving and keeping track of business funds. It can be a bit intimidating to those who have no background in accounting. We can help with deciphering the mysteries and set up a bookkeeping process that will be easy to implement. Our goal is to make this a comfortable process so you can use it day-to-day. You will feel in control, organized and productive. As your business grows, QuickBooks™ can easily adapt to generate more complete, robust income reports and expense information. You will gain access to accurate information to enable you to make strategic growth decisions.

What are the Benefits of QuickBooks?

Organized and accurate accounting records. You will be able to keep all your streams of income, expenses and other accounting information in one easy-to-access spot. This gives your CPA the info they need to file your taxes on time and save you money. No more penalties. No more extra-time needed at the accountant. No more hunting for receipts or looking for specific reports. Everything is within your grasp and in one convenient spot.

Complete control over who has access. QuickBooks™ allows the user to create secure ID and passwords. Control over who can make transactions can be limited to just those individuals you trust or give access to those who just need to run reports. You can limit access to those who are just learning your books and expand their access as they become more proficient.

Up-to-date financial reports. Provide reports to those who need them quickly and without headaches. Applying for business loans, getting equity partners and expanding a business requires a paper trail of accurate account information. QuickBooks™ makes that easy to acquire and maintain.

A picture of QuickBooks consulting services provided by SCL CPA PC

We can quickly show you how to:

•Set up and Customize QuickBooks™ to your particular company (whether you are an LLC, S or C-corp).

• Set up and customize invoices, sales receipts and estimates with your company’s branding and identity. This helps you build name recognition puts a professional polish on your transactions.

•How to set up statements, expense accounts and build them into your messaging program to disseminate information to your business partners.

• Learn how to import bank transactions OR credit card transactions as well as being able to process refunds, credits or discounts.

• Set up vendor and customer accounts for those you do business with most. This allows you to give discounts to regular or repeat customers (thus ensuring they want to come back) and ask for discounts with those you do business with regularly.

• Get lists of products/ services and examine which of these provide the most return on your investment and offer time-savings. Get to know the products/services that make you the most cash, have the highest ROI and which vendors allow you to take the best mark ups to your customers.

• For advanced users, set up your complete payroll so you have all employee tax information together. Run payroll quickly and in a timely manner as well as provide the year-end tax forms and reports.

A picture of a customized QuickBooks dashboard

Need Something More Powerful than QuickBooks?

Not a problem.  We can walk you through the other accounting software options that are available in the marketplace.

Whether you are a novice, worked with accounting for years or need to expand your accounting expertise with how it affects your business. With our expert knowledge of the accounting software available, we can help your organization increase productivity, find ways to generate more income and find more extensive expense information. This advanced knowledge will allow you to access the accurate information you need to make strategic decisions. We have many QuickBooks set-up and training options. Tell us your needs and we will devise a plan that will hit your goals.

A picture of QuickBooks report

SCL CPA PC is a full-service accounting firm offering QuickBooks Consulting services in the metropolitan areas of Chicago and Milwaukee. We have office locations in South Barrington and Arlington Heights in the northwest suburbs of Chicago and in Kenosha in Wisconsin. Our three locations serve – South Barrington, Barrington, Hoffman Estates, Schaumburg, Palatine, Streamwood, Rolling Meadows, Hanover Park, Arlington Heights, Carpentersville, Bartlett, Lake Zurich, Roselle, Elgin, Buffalo Grove, Prospect Heights, Aurora, Naperville, Skokie, Wheaton, Winfield, Mount Prospect, Evanston, Cicero, Carol Stream, Itasca, Lombard, Niles, Park Ridge, Elk Grove Village, Northbrook, Deerfield, Franklin Park, Melrose Park, Glendale Heights, Glen Ellyn, Glenview, Morton Grove, Bensenville, Elmhurst, Wheeling, Addison, Kenosha, Salem, Racine, Mt. Pleasant, Sturtevant, Trevor, Burlington, Pleasant Prairie, Bristol, Zion, Antioch and other surrounding areas.

To learn more about our QuickBooks consulting services, get in touch with SCL CPA PC at (866) 725-9824 or (262) 658-3313. For your convenience, you can also email us at officesupport@sclcpa.com to arrange your one-on-one consultation.


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