Need assistance with your online accounting tool? We provide accounting systems services for both Xero and Quickbooks.
Accounting Systems Services
Accounting tools are an essential component to running a successful business of any size and provide a better way to view and manage all financial aspects of your business.
Over 65 years of experience using Xero for Small and Medium Businesses (SMBs)
A certified partner and QuickBooks pro for over 10 years
Both Xero and QuickBooks can ease the management of processes such as tracking time spent on projects, maximizing tax deductions, and managing bills and invoices.
We provide assistance for both Xero and QuickBooks tools in the following areas:
Initial setup and installation
Systems operation and management
Need help with QuickBooks or Xero?
Consult with one of our CPAs today to learn more about how to navigate and manage your online accounting tool.
Phone:(949) 333 – 0161
Why Your Business Needs An Accounting System
Are you familiar with a majority of the terms to the right?
Working with a CPA or certified bookkeeper makes navigating these basic finance needs easy. Working with a professional helps you determine your financial needs, a system that works for you, and an easy way to setup visual reports that you can use to identify the best strategy and decisions moving forward.
Accounts receivable (AR)
Accounts payable (AP)
Assets (fixed and current) (FA, CA)
Balance sheet (BS)
Cash flow (CF)
Certified public accountant (CPA)
Cost of goods sold (COGS)
Enrolled agent (EA)
Expenses (fixed, variable, accrued, operation)
Generally accepted accounting principles (GAAP)
General ledger (GL)
Liabilities (current and long-term)
Limited liability company (LLC)
Net income (NI)
Present value (PV)
Profit and loss statement (P&L)
Return on investment (ROI)
Individual retirement account (IRA, Roth IRA)
401K & Roth 401K
Subchapter S corporation (S-CORP)
Bonds and coupons (B&C)
Did You Know?
QuickBooks Has Over 6 Versions
QuickBooks seems to have a version for nearly everytype of user, half the battle is figuring out which one you are.
This specific version is a tool we accountants use to manage multiple clients. The benefit of this tool for you, the business owner, is that it provides additional features not available in your standard QuickBooks online.
When you work with an accounting partner these tools are fully maximized and you get the benefits of additional features
What took me a week to understand in QuickBooks only took Core CPAs a day to setup.
Sara Kent | Betty’s Botanicals
Need to Talk With an Accountant?
If you need to speak directly with an accountant for tax compliance issues or business growth, we are here for you. Choose how you would like to connect and we will get back to you within 24 hours.
One of our team members will contact you within 24
hours to setup a short call with an account.