QuickBooks™ Services

QuickBooks accounting software is ideal for small business owners because it can track the essential data you need to manage your finances. It is the number one accounting software on the market. To make sure you’re taking advantage of all QuickBooks has to offer, contact us for a free consultation. We’re highly trained on the routine and more complex features of QuickBooks. We can recommend the best version of software for your business, perform the initial setup with ease, and provide ongoing support. Call us at 503-534-9909 now to learn more.

Choosing the Right Version of QuickBooks

We'll discuss the accounting and bookkeeping requirements of your particular business in order to identify which version of QuickBooks is best for you.

QuickBooks Setup and Installation

Making mistakes when setting up your QuickBooks software can result in time-consuming fixes later on. Get QuickBooks setup right the first time when you work with Donald O. Smith, CPA, P.C.. We’ll identify which accounts to import, create templates and map accounts properly for easier tax preparation.

QuickBooks Training

Don’t waste time in a generic QuickBooks class learning about functions you’ll never use. We offer on-site QuickBooks training sessions designed around the needs of you and your employees. We can show you how to create monthly reports, streamline the data entry process and share tips that will increase productivity. We travel to local businesses throughout the Lake Oswego and Portland metropolitan areas.

QuickBooks Support

Answers to your QuickBooks questions are just a phone call away when you work with Donald O. Smith, CPA, P.C.. You can count on us for dependable advice and simple solutions to get you back on track when you experience a problem. We can also show you how to avoid additional errors so you can keep your records clean and accurate. In addition, our support is not limited to just the software part of it; we can also provide accounting and payroll assistance.

QuickBooks File Review and Clean Up

Our QuickBooks review service helps companies that already have the human resources to perform accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews and clean ups may be conducted at any time, but monthly and quarterly reviews provide you with the up-to-date information and feedback that you need to run your business effectively.

When your financial data has been maintained properly throughout the year, tax time will be less stressful and less expensive. If you’re concerned that some of your entries are incorrect, we can review and clean up your QuickBooks file. 

QuickBooks Payroll

Donald O. Smith, CPA, P.C. can help you with your QuickBooks payroll. We can show you how to use the payroll system, troubleshoot payroll issues, and help guide you through the process.