Making Things Easy

Save time and money with QuickBooks. QuickBooks financial management software was created with small to mid-sized business owners like you in mind. Quickbooks has proven stability. It’s been around for years, and its broad customer base is testimony to its reliability. Not only that, but it comes with a bargain price. It doesn’t matter if your income is a little or a lot, QuickBooks handles your receipts and payables with the same ease at a very affordable price and it grows as your business grows. 

Benefits include…

  • Save time by dealing with common tasks automatically. 
  • Generate and customize reports with ease. 
  • Easily customize and adapt your setup so that it will work the way you need it to work for your business. 
  • Reliable, easy data sharing with hundreds of other business applications including Microsoft Office.
  • Manage invoicing and payments online — No more check-in-the-mail syndrome.
  • Integrate merchant account service with your software so you can easily accept credit card payments — no additional hardware or software required.
  • Pay bills online by setting up your current bank account in Quickbooks. Write checks in QB, click a button, and your financial institution does the rest. 

“Hassle-Free” Setup

Let us set up QuickBooks for you, helping you avoid days (or potential weeks) of hassle and aggravation! When hiring us to set up QuickBooks for your business, you won’t lose any time on installation and setup of the system. 

We will…

  • Review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.
  • Determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.
  • Prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.
  • Enter any transactions as of your start date into the QuickBooks system.
  • Train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.
  • Follow-up training to make sure the system is working seamlessly for your business.
  • Monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.

Training for You and Your Staff

The quick and simple “fix” to any potential QuickBooks problems. Our one-on-one instruction is the perfect way to begin your QuickBooks experience. No more wasting time on the generalities introduced in a typical class by having our expert come directly to your office with the goal of teaching you exactly what you need to know about your QuickBooks setup for the smooth operation and efficiency of your particular business. Our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately.

Reset Your Quickbooks

Does your bookkeeping need a little housecleaning? If you have eased your way into using QuickBooks and learning to utilize the software to your advantage, you may find that your records could use a little “housekeeping.” Let our experts assist you with our 4-hour “clean up” service where we prepare you for tax time, review your finances, or simply help you to organize and clean up your bookkeeping system for maximum efficiency.

We can help you customize reports, tie up stray pieces, and make sure your general ledger balances along with subsidiary records. Our housekeeping services are offered at one low price that will save you money in the long run.

Let Us Help:

When a Local Indianapolis Business Is Shutting Its Doors

This might not apply to you.So it could just be something to file away for the future.But I’m hearing enough rumblings from other accountants and seeing some of the signs … SMB owners could be in for a tough ride over the next little while and that could mean any...

Can Indianapolis Businesses Still Get the Employee Retention Credit?

Everybody keeps saying we’re slowly leaving the pandemic behind – and for Indianapolis businesses, that means that pandemic tax relief is disappearing, too. But can you still qualify for one of the most popular of the Covid-related federal breaks: the Employee...

How Indianapolis Owners Can Have a Productive Business Meeting

Ever finished a meeting and thought That could have been an email? Yeah, I get that. Work meetings are one of those necessary evils that too often end up being time wasters rather than savers.But you can’t simply wave a magic wand and eliminate them (though, in...

How Indianapolis business owners can beat occupational stress

As a Indianapolis business owner, you carry the weight of your company on your shoulders. But the reward is this: when things go well – your profits are good, you’re meeting your business goals, you’re dreaming for the future, entrepreneurial FREEDOM is in the...

Ending Customer Relationships for Growth in Your Indianapolis Business

With the way that the economy is going, inflation, the market gyrations, etc ... ANY business seems like good business.Until it isn't.Consider ...Have you ever been in a Indianapolis store when a customer starts yelling at the employee behind the counter for something...

Palmer Accounting & Tax Services Inc’s Guide to Successfully Managing Remote Employees

Scrolling the 9/11 tributes in my social media and news feeds this past weekend served as an excellent reminder of how we all can bounce back from great difficulties. And the reminder seems especially poignant now as our nation (and Indianapolis business owners like...

Why Your Indianapolis Business Needs Cyber Insurance

In today’s online-driven world, it’s no surprise that securing sensitive information is essential. Just like you cover your Indianapolis business for other possible risks (property damage, theft, injury, etc.) so should you also be thinking of how to keep your...

The Hiring Tips Your Indianapolis Business Needs

It seems like everywhere SMBs and retailers are short-staffed (and hiring). At the same time, with high inflation plaguing the country, other businesses are in the middle of layoffs.It seems as if these two realities would meet together, and establish an economic...

All About the SSBCI for Indianapolis Business Owners

Fill in the blank: It takes a village to ______.While you’re probably thinking of child-rearing right now, I’d like to suggest that it applies to your Indianapolis small business as well. And particularly during inflationary times. The 2020 world made it painfully...

Indianapolis SMBs: Note These Changing Business Tax Deductions

This year has been a rollercoaster for Indianapolis business owners like you. Heck, the last few years have been. After all of the junk in 2020 and 2021, “inflation” and “supply chain shortages” have been the recent flavor of our wild ride together. Though that said,...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us