Compass Consulting provides QuickBooks® accounting software installation & setup, training, consulting, checks and supplies to start-ups and small businesses. We are a Certified QuickBooks® Professional Advisor with years of experience in all versions of QuickBooks®.
For businesses just starting up, Compass can help you decide which QuickBooks® version to use, provide the software, install it and train you or your staff to use it efficiently. We even provide support and consulting after the install.
For those established businesses, we provide consulting, help you upgrade to a newer version or can review your data file and transactions for errors or problems, then make recommendations and corrections for you. (Ask about “Quick-Tune”).
Installation & Setup
You can do it yourself or have a certified QuickBooks® Professional Advisor guide you. Sure, almost anyone can install software but do you know how to properly set up your business in QuickBooks® to avoid problems later? What accounting method do you choose? Is there an advantage to setting up Accounts Payable? Which preferences do you choose to help your bookkeeping run smoother and more efficiently? Compass Consulting has installed and set up every version of QuickBooks® from DOS to the latest QuickBooks® Version. With Compass Consulting, your QuickBooks® program is set up correctly and efficiently the first time so you don’t have to invest time and money fixing it later.
QuickBooks® is installed and set up – now what? Read the manual? Sit in a full-day seminar? Does the instructor have time to answer questions from 30, 60 or 90 participants? At Compass Consulting, the belief is that with “hands-on” training, you will learn much more, at your own pace, and retain it. Each lesson is split up into manageable chunks of time and topics so you actually learn the software. Training can be done on a “one-on-one” setting at your business or in small groups where everyone can work with their own computer.
Tech Support & Consulting
QuickBooks® comes with free technical support from Intuit – but only for a limited time. Compass Consulting provides support, not just for installation and setup of the software, but after you are up and running. Compass provides consulting for your business that goes beyond the day-to-day transactions. Customization of reports and invoices, budgeting, cash flow and integration with other software are just a few of the services offered to help your business grow.
Tune-ups, Clean-ups & More
Sometimes mistakes or errors do not become apparent until year-end or even later. A transaction in the wrong account, a voided or NSF check mishandled, or an inventory item set up incorrectly can cause problems with balances or quantity counts. For these kinds of transactions, Compass offers “Quick-Tune”. This service reviews your data file and transactions for one-time or accumulated mistakes, then makes corrections. Duplication and errors in vendor, customer or other lists (as well as the chart of accounts) are eliminated. This service can be performed as often as every month or only once or twice a year, whatever is best for you and your business. Other services include condensing the QuickBooks® data file, data file conversions and computer hardware support.
Even before the makers of QuickBooks® started their “Professional Advisors Program”, Art Goudey Jr. was helping clients and QuickBooks® users with everything from installations to training and consulting. After 10 years of assisting clients in the public and private financial sector, he formed Compass Consulting. As a CPA, he has an accounting background, as well as the technical savvy to help users develop a better understanding of the relationship between the software and the underlying accounting basis.
QuickBooks® is a great software program for small businesses. With the right set-up and support, it can provide instant information and help you manage your business. Let Compass be your QuickBooks® guide…and point your business in the right direction!