QuickBooks Advisory

Do-it-yourself accounting software, which is generally QuickBooks, enables businesses to perform most day-to-day operations, such as control of cash flow, check writing, and daily money management tasks. Horwich Coleman Levin, LLC is a Certified QuickBooks ProAdvisor.

Our professionals can assist our clients’ with implementing QuickBooks, as well as solving any operational problems or issues. We are adept at training our clients to use the software and its features most effectively and efficiently by leveraging our accounting skills and program expertise.

QuickBooks Setup

Whether you are converting your company’s books to QuickBooks or starting a business using QuickBooks, either situation requires proper setup. Although the manuals say setup is easy, mistakes are easily made and correcting them can be very timely and costly. With our guidance, we will help you to learn basic accounting concepts enabling you to better monitor the financial condition of your business.

Our services include:

  • Installation of QuickBooks software
  • Training on your new or existing QuickBooks program
  • Chart of accounts setup
  • Selecting appropriate preferences for customized invoices
  • Credit card processing
  • Back-up procedures
  • Memorized profitability reports

QuickBooks Support

We offer telephone, email, troubleshooting, and one-on-one training and service at your office or ours. Since we are Certified QuickBooks ProAdvisors and accountants, we are able to assist you with software-related issues as well as the related accounting issues that small business face.

QBProAdvisorQuickBooks is a registered trademark of Intuit Inc.

“We trust Dan and we know that he’s looking out for us, whether it be questions with payroll, accounting, QuickBooks, small business legal questions etc. He is our first go-to person. We never feel like we are at the bottom of the list since we are such a small business and certainly not one of the firm’s largest clients. Dan makes us feel like we’re his most important client. We trust him to find the right answer even if he has to do some checking and research.”

Arlene Bass

Co-Owner , Body Evolve

QuickBooks Advisory Contacts