Quickbooks Services

Qualifications – We are Certified QuickBooks Pro Advisors. Our ability to solve our clients’ QuickBooks problems as well as training them to use the program more efficiently and effectively is enhanced by our accounting skills and experience.

Construction Services – QuickBooks and its related products are by far the most widely used accounting software in the construction and contracting business. Because of this, we have chosen to specialize in this industry to help our clients make the most of this powerful program. Through our training and advisory services we can teach you how to turn estimates into invoices, use purchase orders that become vendor invoices, assign labor and material costs to jobs and run job profitability reports as well as many other key features of QuickBooks.

QuickBooks Setup – Converting your company’s books to a QuickBooks product or starting a business using QuickBooks requires proper setup. It is more cost effective to set up the company correctly from the beginning than to fix it after many transactions have been processed. Also, in order to be efficient and utilize the many time saving and business building features of Quickbooks, the file must be created properly and the users trained on its functions. We offer all services, from installation to training, on your new or existing QuickBooks program. Some of the key components of a properly configured system are: computer installation, chart of accounts setup, selecting appropriate preferences, customized invoices, credit card processing, back up procedures and memorized profitability reports. As part of the setup, we provide one-on-one training on how to process the transactions in a way specific to your business and how to get the reports you need.

Monthly Services – Do you want a cost effective method of making sure your books are up-to-date and accurate? McGregor-Caverhill, CPA can make sure your books are reconciled and reviewed every month or quarter. At the same time we will teach your bookkeeper how to use QuickBooks more efficiently and effectively. This comprehensive approach aims to meet all your bookkeeping and tax needs, as well as provide convenient on-site services to help you with your QuickBooks product. Contact our office and we will be pleased to meet with you to discuss your options.

QuickBooks Support – We offer telephone, e-mail, and one-on-one training and service at your office or ours. We are Certified QuickBooks Pro Advisors and accountants so we are well able to handle the software as well as the accounting issues most small businesses face. For new clients we offer an initial troubleshooting and training session of $295 for two hours of one-on-one training and consulting. Satisfaction is guaranteed.

Contact Information

Tel: (541)389-1970

info@mcgregor-caverhillcpa.com

Fax: (541)389-1976

354 SW Upper Terrace Drive
Suite 102
Bend, OR 97702