QUICKBOOKS® Consulting

As a QuickBooks Advanced Certified ProAdvisor, we know Intuit products inside and out. We will partner with you to understand your “big picture” goals and then collaborate on creating a customized accounting system with the appropriate QuickBooks software to give you the reliable and accurate information you need while achieving the operational efficiency you want. We will assist you in selecting software that makes sense for where you are today, as well as, plan for the future. We’ll grow with you.

We don’t stop at installing software. We provide ongoing training and support for you and your staff for as long as you want us. Together with Intuit’s Diamond Level Support, you are guaranteed optimum support. We want you to have an accounting system that is easily maintained and well organized providing financials that are helpful to your non-profit.

From maximizing your QuickBooks to customizing and integrating your systems, we will simplify the management of your financials and accounting. Most importantly, no more confusing or inaccurate books. Clean, accurate, and relevant financials are critical to your success. We’re dedicated to making sure you have the right information.

Our services include:

  • QuickBooks File Check-Ups
  • Software Selection & Discounts
  • System Design, Set-Up, & Implementation
  • Training, Support, & Consultation
  • Monthly/ Quarterly Reviews
  • QuickBooks Diamond Level Support

I was looking for an easier way to develop our annual budget and to monitor our programs over the fiscal year. Wendelyn provided sound advice for how we could use QuickBooks to track our grant income and expenses more effectively and efficiently. I now have the financial management tools I need to track both grants and programs. As a result, I’ m spending much less time monitoring, tracking and budgeting.
-Ellen Kahler, Executive Director, Vermont Sustainable Jobs Fund, Montpelier, VT