QuickBooks Setup in Philadelphia

By taking the time to get to know each of our clients as well as the industry they are in, the financial specialists at Dale S. Goldberg, CPA are able to set up accounting policies and procedures that make sense for the individual goals and business plans for our clients.

Part of business and financial success means using accounting services that are tried and true. This is why our firm is associated with Intuit, the same company behind one of the top accounting software programs on the market, QuickBooks.

Philadelphia QuickBooks Training & More

Using QuickBooks, our CPAs are able to handle all of your bookkeeping or give you the option to download all of your financial information. Besides this, we offer training and education related to using and implementing QuickBooks. Additionally, we also have a Certified QuickBooks ProAdvisor on staff who is more than willing to assist you with any questions or concerns related to QuickBooks.

Features of QuickBooks

The following are just some of the key features that QuickBooks can offer:

• Customer Snapshot- Allows you to see all of your key customer information at a glance
• Batch Invoicing- Automatically creates a full set of invoices for customers with the same service.
• Client Data Review- Allows you to troubleshoot your inventory; reclassify transactions, or write off multiple invoices
• QuickBooks Search-By typing in a keyword, you will be able to pull up any and all related date, including reports, invoices, contacts and transaction details
• Intuit Statement Writer- Allows for the creation of Microsoft Word-based letters, cover pages and financial reports
• And more!

For more information about QuickBooks, QuickBooks training in Philadelphia or other questions and concerns related to our accounting policies and procedures, contact Dale S. Goldberg, CPA at 215.342.4200.