QuickBooks Consulting

Need QuickBooks Expertise?

Although QuickBooks is popular because it can be used by small business owners and bookkeepers who have little or no accounting experience, there is still a learning curve and a chance that some entries may not be entered correctly. Here are a few of the telltale signs where we can likely save you time, money, and headaches:
Businessman and Computer, QuickBooks Consulting in Boca Raton, Ft. Lauderdale, FL

  • If you have account balances or financial statements that don’t make sense.
  • If your file runs slow or displays error messages frequently.
  • If your statements are out of balance.
  • If you can’t get the reports you need to make good business decisions.
  • If you cannot get your accounts to reconcile.
  • If you frequently call the support line at Intuit.
  • If your bookkeeping is taking you longer than you think it should.
  • If your reports show items you know have already been paid or received.
  • And many more.

There’s a long list of trouble spots that can occur in QuickBooks, and you’re not alone if you’re having challenges.

In-Depth QuickBooks Expertise

We’ve gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries.  Some of the ways we can help you make the most out of your QuickBooks software include:

  • Helping you choose the right version so you get started on the right foot
  • Installation, setup, and customization for your specific business needs
  • Training and support for you or your bookkeepers to save you valuable time and money
  • Data and file analysis and troubleshooting, in case you’re experiencing problems
  • Customized reports to get you the business intelligence you need
  • Add-ons and upgrades, in case you need more functionality

“Roy’s services for our agency have been entirely comprehensive and beyond satisfactory. He has met with us at length on numerous occasions and has helped educate us as to our tax obligations and options. He has even come out to our office to help tutor and supervise our first time use QuickBooks®. Roy’s team is always professional and kind.” — John Jack – Allstate Insurance Company, Boca Raton, Florida

“As the one-girl office position, I am so fortunate to have Roy F. Glassberg CPA, PA as our accounting firm. Whenever I am stumped/baffled with QuickBooks®, I can always count on Lee to get me through my task. Needless to say, my abilities have improved such, that I can provide much better business support; and it is never ending! I will add that it is always a pleasure to work with the entire staff. Our CPA group is always there to help with all our need, like we are their only customer.” — Evelyn Saenz – Administrative Assistant of M7 Corporation

“My wife and I have been using Roy Glassberg’s firm for our personal and business accounting needs since 2010. We have started a number of businesses since moving to FL and have found Roy and his team to be extraordinarily helpful. Many entrepreneurs like us, who launch their own businesses, start out by wearing the accountant’s hat and doing their own taxes…in addition to doing just about everything else in the business. We are aware that business’ financial challenges can become too great to handle without expert help and have relied on Roy’s firm for all financial matters to reduce risk and save money. Roy and his team have not only saved us money but have also saved us from spending hours in front of QuickBooks®, wondering where to begin. We find Roy Glassberg and his team to be extremely professional and highly reliable and recommend him for all of your accounting matters.” — David & Kimberly Pankey, Boca Raton, Florida

Complimentary Consultation

It’s comforting to have an expert available to contact when you need QuickBooks help.  To set up a no-cost, no-obligation consultation, give us a call at 561-948-6549 or email us at info@roygcpa.com today.