Annual Support Contract

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No question is too small when it is slowing down your productivity. The sooner you understand the basics, the sooner you will master the total power of QuickBooks.

Purchase an annual plan for $440. You will receive a total of 4 hours of support calls (each call chargeable in 5 minute increments)  during a 12 month period. Work with the same Certified QuickBooks Pro Advisor each time you call.  With over 15 years public and private experience (CPA/Teacher)  and 10 years accounting software experience get the equivalent of an off-site controller at your fingertips for the price of a support plan!  Most calls answered on the spot but we are also happy to make an appointment to meet your schedule. Evening and weekend support is available.  Try us out!  Call 888-617-2088 about your current QuickBooks usage and ask him how we can help you.  No charge for the call, you may be surprised at the level of support we provide.  Our mission is to provide you with the best QuickBooks training available plus help you find solutions to your financial reporting and office procedure needs.

The support time can be used to fix problems, learn about the more advanced features of QuickBooks, review and correct your existing QuickBooks reports, discover new ways to organize your office or install better internal controls, or get correct opening balances into your QuickBooks. If it is QuickBooks related, we can provide you with a solution.  We also answer questions about office procedures, internal controls, tax compliance and payroll regulations For these type of questions, we will provide you with the answer or  guide you to the best source for answers. 

Call or send us an Email at:  HowardLiCPA@Gmail.com  We will return your call to introduce ourselves.

An example of one way to use our annual support :

1.  Remote access to the QuickBooks File with client on the phone;  Review Balance Sheet and Income Statement; make note of recommended account changes;  review the detail behind these reports searching for errors

2.  Discuss solutions and demonstrate or propose adjustments; make necessary journal entries to correct opening balances; remove problem entries from the A/R, A/P and P/R summary reports; clean up bank reconciliations and old amounts in the deposit window; point accounts to the correct financial reports for best management review. 

3.  Provide  a list of 'clean up' to do's for next appointment.

4.  Stop current session set-up next appointment. (We try to limit each support session to avoid information overload syndrome!) 

5.  Once procedures and QuickBooks file are running smoothly, we recommend another quick session in 30 days to review the file. 

6.  Client contacts us as needed throughout the year with "how to questions" for unusual transactions dealing with QuickBooks usage, tax or accounting questions. 

So, do-it-yourself 'ers, look no further! We will fill in that missing link!  Our services are more than a check-up, they are a jump-start on the climb to success.

Order Now!