If you have been using QuickBooks and feel that you could utilize the software better, you could benefit from an assessment.  ATS can review your QuickBooks company file and determine areas that can be improved upon as well as make recommendations to get the most out of the program. Additionally, this assessment can benefit you prior to meeting with your tax accountant.  If you know the areas that need improvement and can improve them prior to having your taxes done, you can save time & money by having your finances in order.  You will have peace of mind knowing that your taxes can be completed accurately and your tax accountant will be happy to have reliable records.

As part of the assessment,  a report is provided indicating the areas of interest.  When the report is complete, we would meet to go over the findings and determine an effective plan to correct problem areas to ensure accurate financial statements, customer reports, vendor reports, etc. During the meeting it would be determined if your business would like to make the corrections or if you would like ATS to perform the corrections for you.

Sometimes an assessment reveals that starting with a new company file would be the best solution to resolve areas within the file.  ATS can help you move forward with your current lists, customers and vendors and “clean up” various areas.   Additional training can be given if it would be beneficial.  This option will help ensure the accuracy of your file as well as implement time saving strategies.  You can then utilize reports to determine the profitability of your company as well as feel peace of mind that you are working accurately and efficiently. 

Consulting Services

ATS is available to provide Western MA businesses with QuickBooks consulting services.  If you are feeling that you need assistance with your QuickBooks, ATS is a phone call or email away from helping you. There are various reasons for obtaining QuickBooks consulting.  Some of the most important reasons are:

• You want to use QuickBooks to its full potential.
• You feel that you could learn to do daily tasks more efficiently and streamline personnel’s duties. 
• You want to know if your company is making money.
• You want to be prepared at tax time.
• You’d like to verify that you are entering information correctly.
• You’d like to learn about the reports available to you.
• You’d like to learn tips, tricks and workarounds.
• You’d like to have local service and avoid the frustration of waiting on hold for tech support while still feeling confident that you can get the answers you need.
• You have a specialty area that you need help setting up.

How do you benefit?

• Utilize QuickBooks to its full potential and maximize your efficiency to stay ahead of the competition.
• Be prepared at tax time and  decrease your year-end stress.
• Feel confident and make better business decisions knowing that your records are organized and accurate.
• Understand more about profitability and how to plan and assess the growth of your business.
• Use your time to build and maintain the business while the administrative tasks are streamlined or delegated.
• Avoid the frustration of calling tech support, waiting on hold and not getting the answers that you need.
• Feel peace of mind knowing that your accounting is correct, up-to-date, and you have a direct line to professional supportive service when you need it.
• Feel comfortable when speaking with your tax accountant about your accounting records and financial reports.

Overwhelmed by QuickBooks and the financial part of your business?

If your feeling overwhelmed by the extensiveness of the  QuickBooks program, worried that your records are the worst ever seen or just hesitating in taking the first step,  please rest assured that ATS will work with you in a friendly flexible manner.  You set the pace that you’re comfortable learning at.  Or perhaps you need assistance learning some accounting basics so that you can communicate effectively with your tax accountant, ATS can help you with that as well.  Whatever your case may be, we will customize your consulting & training services to satisfy the needs of your business. 

Please note that a two hour minimum is required.