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QuickBooks Accounting Help and Assistance

Kathleen M. Egan CPA PLLC Referrals

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively, getting the most for your money. Kathy is a Certified Quickbooks Pro Advisor, and all of our accountants have solid experience in Quickbooks to help meet your Quickbooks needs.

Kathleen M. Egan CPA PLLC offers the following solutions to help meet your QuickBooks needs.

Personal Training/Quickbooks Boot Camp

We’ll come to you and train you personally! Either one-on-one or several individuals within your organization at your company’s location. Or if you prefer, we can conduct training in our office, away from all the distractions of your office.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup. We can help you set up more complex features such as classes, sales tax, invoice logo customization, etc.

Support & Training

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance. We can provide chart of accounts set-up – one that works for YOU!, account reconciliations, tax account review, W2 employee set-up & review, 1099 contractor set-up & review, show you short cuts and useful reports, customize reports for your needs, develop back-up procedures, you name it.


Our QuickBooks review service helps companies that have the manpower to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but regular reviews provide you with up-to-date information and feedback about your business.

Contact us for pricing.


Tax Organizer Download

Prepare for your 2019 taxes with our handy tax organizer. You’ll have all of your tax-related information documented in one location so you’re ready for your tax appointment.