QuickBooks Consulting Services
Expert QuickBooks consulting by ProAdvisors.
Our QuickBooks setup services at MBS Accountancy provide business owners with a customized, efficient financial management system. We handle installation, configuration, and training, ensuring your QuickBooks is tailored to your operations. With our support, you gain accurate financial insights and streamlined processes, allowing you to focus on growing your business.
QuickBooks Consulting Services
QuickBooks Consulting & Customization
QuickBooks Setup
We customize your QuickBooks setup to fit your business needs, ensuring seamless integration with your operations and providing you with accurate, real-time financial insights.
Chart of Accounts
We develop and optimize your chart of accounts, providing a structured framework that facilitates precise financial tracking and reporting.
User Training
We provide personalized training sessions, equipping your team with the skills to effectively navigate QuickBooks and manage your financial data confidently.
QuickBooks Integrations
We integrate QuickBooks with essential third-party applications, creating a cohesive system that streamlines workflows and enhances data accuracy.
Data Migration & Cleanup
We handle the migration and cleanup of your existing financial data into QuickBooks, ensuring a smooth transition and the integrity of your financial information.
Maintenance & Support
We provide continuous maintenance and monitoring of your QuickBooks system, ensuring it operates efficiently and adapts to your evolving business needs.
More time. More peace of mind.
Our accountants help you reclaim time so you can focus on business growth and trust that your financials are in expert hands.
Schedule a CallIn-House Bookkeeper Gets Necessary Support
Despite having a bookkeeper for 25 years, this single-entity business lacked clear financial reporting for each of its multiple businesses. We set up QuickBooks Online clasesses that let the client generate profit-loss statements for each business and assisted with a BILL implementation that automates many administrative tasks. We currently provide monthly accounting, tax planning, and quarterly tax projections for the client, which complements the bookkeeper’s work.
S Corp Restructure And No More Tax Bill Suprises
This agency had just bought out a business and needed help with bookkeeping setup and entity selection. They also needed tax advisory since their single-member LLC was being taxed as a sole proprietorship, causing unpredictable tax bills. We helped client restructure as an S corporation and adjusted withholdings to account for tax liability. We currently provide quarterly tax projections for the client.
No More Messy Books Or Failed Audits
This organization’s controller had improperly implemented QuickBooks Online and BILL, resulting in year-to-date books that were wildly inaccurate. We provided bookkeeping cleanup, audit preparation services, and trained accounting team to manage day-to-day accounting tasks. Client has since passed many audits successfully. We now provide monthly review, data entry assistance, and consultation.
Staff Support Relieves Overworked Admin
This company’s staff was juggling accounts payable, payroll processing, and other accounting tasks with core duties. Company growth intensified their accounting workload and errors increased. After resolving errors, we now provide financial statement preparation, month-end close, and payroll processing.
Dentist Scores $57,000 Tax Incentive Win
This dentist was frustrated with their unpredictably high tax bills each year and approached us for tax planning and tax projection services. We started providing quarterly tax projections and tax incentives analysis, resuling in the client claiming $57,000 with the Enterprise Zone tax credit. Quarterly projections have helped the client plan for paying and reducing tax bills. We now provide dental accounting, tax projections, and practice acquisition assistance.
Transaction categorization
Accrual/cash basis accounting & conversions
QuickBooks implementation & consultation
Accounts receivable (A/R) reporting
Fixed asset management
Accounts payable (A/P) services
Business expense tracking
Budget vs. actual financial analysis
Municipality licensing and registration
QuickBooks tune-up & consultation
Month-end close process management & advisory
Managerial financial reports (quarterly/monthly)
Sales and revenue reporting and advisory
Depreciation & amortization
Business, trust, estate, and gift tax return preparation
Tax compliance, reporting, and fiduciary accounting
International, state, and local tax (SALT) compliance and planning
Quarterly estimated tax calculations, payments, and payroll tax returns
S-corps and partnerships (1065s and Forms 1120s)
Sales and use tax return preparation and filing
Tax planning, strategy development, and structuring for buy-sell agreements
Tax incentive analysis
Trust and estate tax planning, strategy development, and basis tracking
Tax due diligence for mergers and acquisitions
Form 990 preparation and filing
UBIT reporting
State charitable registration and reporting
Nonprofit tax information filings
Excise tax reporting
Advanced financial reporting
Budgetary development and revision
Audit preparedness assessments
Grant allocations, billing, and compliance
Financial forecasting
Review and compilations for accounting staff
Consolidated returns for multi-business entities
Sales reports and cash reconciliations
Accounting policy development
Accounting staff training
Accounting system optimization & implementation
Internal controls development & monitoring
Lending liaison & business capital loan advisory
Accounting system migrations
Executive and board meetings & reporting
AWARDS
Fixing QuickBooks Problems Since 2011
INDUSTRIES SERVED
QuickBooks Services For Every Industry
Businesses
From foundational bookkeeping to advanced financial reporting and analysis, our accountants equip you with information and insights you can trust so you make business decisions that are financially sound and aligned with your company’s goals.
Learn MoreNonprofit Organizations
We provide fund accounting, budgetary assistance, and other nonprofit accounting services to help you manage multiple funding sources, adhere to reporting requirements, and maintain transparency with donors in your organization.
Learn MoreDental Practices
Our dental accounting services allow dentists to focus on providing exceptional patient care while we provide support for the practice’s financial management, including bookkeeping, A/R and A/P services, tax advisory, and financial reporting.
Learn MoreConstruction Companies
Our firm offers job costing, profitability analysis, accounting, tax strategy, and bookkeeping for construction companies so builders can have the comprehensive financial reporting they need to maintain profitable operations.
Learn MoreLaw Firms
Trust accounting requires due diligence and detailed recordkeeping, in addition to reliable advisory services regarding partner compensation, cash flow analysis, expense allocation, and more. Our firm is a perfect fit for growth-minded legal professionals.
Learn MoreFranchises
We provide detailed individual and multi-franchise accounting and bookkeeping services so you are clear on the financial performance. Our services include tax planning and preparation, new business advisory, QuickBooks support, and financial projections.
Churches
Our church accounting services help you track donations, maintain tax-exempt status, and allocate funds to support ministries and programs so your church has the financial reporting needed for sound financial health and so you can focus on your ministry.
Learn MoreHotels
Hotels face many accounting challenges, from cash flow planning for construction and expansion to managing daily financial operations and fulfilling tax reporting needs. Our hotel accounting services provide the necessary bookkeeping and financial reporting.
Learn MoreMedical Offices
From revenue cycle management to financial reporting and bookkeeping, we provide healthcare accounting services that ensure you have the financial insights needed to improve and scale your medical practice.
Learn MoreLOCATIONS
Need QuickBooks Help? Contact Us!
Since 2011, MBS Accountancy has been serving nonprofit and businesses located all over the United States from its central office in California. Our firm was recognized as a Top U.S. Firm by Forbes in 2021, 2022, and 2023, and Accounting Today selected us as the Best Firm for Technology in 2022.
Contact UsOur firm’s cloud accounting infrastructure, hybrid work model, and modern approach to communications and operations enable us to efficiently and securely serve businesses and not-for-profit organizations throughout the United States.
RESOURCES
Accounting & Tax Blog Posts
Victor Godinez, CPA
Senior Accountant
Need Accounting & Tax Help? We Are Ready To Help!
Since 2011, we’ve helped hundreds of businesses and nonprofits manage their accounting and taxes. We’d love for you to be our next success story – contact us today!
(559) 421-7033Request Pricing