Next Step Service

Know your numbers quickly and take charge of your profits with our Next Step Service.  This service is designed for businesses currently using outsourced accounting services who  desire to bring their accounting “in-house” using QuickBooks software.    Our service can save you time, money and frustration —  and provide better reporting in less time.


Next Step” custom consulting & training services include but are not limited to:


               Client needs assessment               

               Client- specific customized training in bookkeeping methods and procedures

               Creation of a transition plan to move from outsourced accounting to” in-house”                                 

               Act as  liaison between client and client’s CPA to meet financial reporting & tax compliance goals

               Provide client-specific customized training in QuickBooks desktop or online software

               Integration of current systems and reporting in place with QuickBooks


Call today to learn how we can help you (704)-636-7770