QuickBooks Certified Services
Don't trust your set-up, installation and management of QuickBooks to just anyone... Use our QuickBooks Certified ProAdvisor Professional to assure correct results.

Accurate financial information is critical to the success of your business. It starts with setting up and understanding QuickBooks software and some basic bookkeeping principles. Improper set-up or not understanding how to enter information correctly will result in more work for your CPA, higher costs and inaccurate financial information. The bottom line is that you will never know how well or poorly your business is doing without properly setting up or understanding how your QuickBooks software functions. Equally important is making sure that data entered into QuickBooks is entered in correctly as the saying goes; "garbage in, garbage out."
We help our clients manage these issues and insure that QuickBooks software is set-up and managed correctly. As a QuickBooks Certified Professional we can help with:
- Installation & set-up
- Training
- On-going accounting & software support
- Monthly financial statement preparation
- Bank reconciliation
- Payroll
- Payroll tax deposits & reporting
- Year-end corporate tax returns
- Personal tax returns
Our services are designed to help you, as a business owner, manage your business more effectively with fewer internal resources. Contact us to learn how we can assist you.
QuickBooks Training & Support packages
We provide custom training & support sessions either in our office or at your facility. Training is conducted by a Certified QuickBooks ProAdvisor with over 15 years experience in accounting.
QuickBooks QuickStart Training
Starting a new business and need to learn QuickBooks? Our QuickStart program for QuickBooks will put you on a fast track to learning QuickBooks. We do all the heavy lifting so you don't have to. This includes setting up the company by a Certified QuickBooks ProAdvisor and professional accountant.
The set-up and one-on-one training is done in our office so you are not pulled away or interrupted during a training session and can focus on learning and understanding the software and what is being taught.
What is Included:
- Set-up of your company in QuickBooks
- Set-up of your Chart of Accounts
- Set-up of your Assets
- 3 hours of training and support
- Custom invoice for your company
- Price - $495
QuickBooks Advanced Training and Tune-up
Have you been using QuickBooks and are just not sure if you are using it correctly; whether your chart of accounts is set-up correctly, or you just can't seem to do the reconciliation? Our Advanced Training and Support package will tailor a program to help and assist you with the areas you need assistance with. We will do a check on your current company and then work with you, one-on-one, to help you understand the areas of QuickBooks that have been problematic for you.
What is Included:
- Check-up of your QuickBooks including a check on your chart of accounts, general ledger and bank reconciliations
- 3 hours of training & support
- Price - $495
Remote Business Support Package
We provide access to a professional accountant that can help guide and support you for all those questions you have that crop up during the month or when you need help to close out your books at month's end. We can log-in remotely, and provide the support you need, without the inconvenience of having to wait for someone to come out to your office.
Time: up to 3 hours per month
Location: Remotely from our office
Investment: $285 for the 3 hours of support or $30 per 15 minute call
Note
All fees for QuickBook support services are payable at the time the service is rendered.
Contact Information
Richard A. Beauchemin, CPA / Carolina Accounting & Tax Service, PLLC
5309 Monroe Road
Charlotte, NC 28205
Phone: 704-375-2715
Fax: 704-332-9810
email: customerservice@carolinaaccounting.com
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