What We Deliver
Customized Action Plan
Business Review and Tax Planning
Do you feel like there's something wrong with your QuickBooks file but not sure where things went wrong?
- Step 1: We will do a 10-point review of your QuickBooks file and give you a QuickBooks Health Report that identifies key actions to improve and to maximize your use of QuickBooks.
- Step 2: With your QuickBooks Health Report to guide you, you are ready to Clean Up Quickbooks. We’d be glad to support and train you through the process.
- Step 3: Now that your QuickBooks file is squeaky clean, we’ll help you maintain easy systems to keep your books in tip-top shape all year.
Clean-up & Training for QuickBooks
You’ve fumbled around, but know there is a better way. We’ll give you best practices along with tips and tricks to maximize how Quickbooks was designed to work more efficiently
- Step 1: Initial conference call to understand your pain points. Identify your goals and develop a plan.
- Step 2: Execute the plan. Provide helpful reference material.
- Step 3: Now that your QuickBooks file is squeaky clean, we’ll help you maintain easy systems to keep your books in tip-top shape all year.
LuAnn is a star! While we have been using QuickBooks for years, we knew there where "tips and tricks" that would make us more efficient. She was super professional, helpful and asked us the right questions to best guide us to use QuickBooks the most efficient manner. Thank you LuAnn!
Other Services for QuickBooks Users
Initial Set-up for QuickBooks
Having useful financial information is the first step in taking control of your business. We’ll give you a solid foundation to build from.
- Step 1: Establish a Quickbooks online file for you.
- Step 2: connect 3rd party applications, such as POS, payroll and merchant services.
- Step 3: Individualized training to your unique business needs.
Check-Up for QuickBooks
Do you feel like there's something wrong with your QuickBooks file but not sure where things went wrong?
- Step 1: We will do a 10-point review of your QuickBooks file and give you a QuickBooks Health Report that identifies key actions to improve and to maximize your use of QuickBooks.
- Step 2: With your QuickBooks Health Report to guide you, you are ready to Clean Up Quickbooks. We’d be glad to support and train you through the process.
- Step 3: Now that your QuickBooks file is squeaky clean, we’ll help you maintain easy systems to keep your books in tip-top shape all year.
QuickBooks Desktop to Online Conversion
You’ve fumbled around, but know there is a better way. We’ll give you best practices along with tips and tricks to maximize how Quickbooks was designed to work more efficiently
- Step 1: Initial conference call to understand your pain points. Identify your goals and develop a plan.
- Step 2: Execute the plan. Provide helpful reference material.
- Step 3: Now that your QuickBooks file is squeaky clean, we’ll help you maintain easy systems to keep your books in tip-top shape all year.
LuAnn is a star! While we have been using QuickBooks for years, we knew there where "tips and tricks" that would make us more efficient. She was super professional, helpful and asked us the right questions to best guide us to use QuickBooks the most efficient manner. Thank you LuAnn!
Implement and Maintain
Regular meetings so we always have our finger on the pulse of your business. With unlimited phone and email support, you always get a quick reply to your questions!
Quarterly Meetings
Unlimited phone and email support
After individualized training, you'll be able to enter transactions easily yourself
Annual tax meeting:
review current year, look for opportunities to reduce taxes, and plan for next yearQuickBooks Online wholesale subscription
Unlimited phone and email support
Monthly Meetings
Unlimited phone and email support
After individualized training, you'll be able to enter transactions easily yourself
Intuit Payroll Online: You enter the hours, we do the rest
Quarterly conference call to ensure financial statements are complete
Annual tax meeting: review current year, look for opportunities to reduce taxes, and plan for next year
Weekly Meetings
Unlimited phone and email support
We record bank and credit card transactions for you
Intuit Payroll Online: Send us the hours and we do it all
Monthly conference call to ensure financial statements are complete
Annual tax meeting: review current year, look for opportunities to reduce taxes, and plan for next year
"We have been nothing but happy with the service and extras that we get from Roberts Accounting Solutions. Their knowledge and commitment to our financial wellness is unmatched. LuAnn is professional and informative. They take time to go through all aspects of our taxes and financial planning to help us make appropriate decisions for our goals. I would recommend them to anyone and have many times."
Tax Preparation and Planning
Small business taxes
As a CPA firm, we ensure tax reporting and deadlines are met on time. We stay informed of the complex and constantly changing rules for Income tax, Corporate tax, Sales Tax and Payroll tax.
We clearly explain tax filing requirements and deadlines, what you can do to reduce taxes, and avoid unpleasant surprises.
Income taxes for business owner
We guide you to maximize your deductions and lower your taxes. The biggest way to reduce taxes is by capturing all of your business expenses.
When you are a small business owner, it is nice to discuss ideas with someone else. We encourage you to chat with us regularly. We have the experience of not only our business, but also that of hundreds of other businesses we have advised over the years.
"I cannot speak highly enough of Roberts Accounting Solutions. They prepare our personal and business taxes and always provides sound and effective advice. They provide prompt responses to every question. They sit down with us and make sure we understand the accounting as well as help with business strategies for the future. I am so thankful they are my accounting team."