QuickBooks Services

Your organization is unique, and you need an accounting software to match. However, some accounting technologies can be difficult to understand, customize and implement. At Cray Kaiser, our dedicated team of Certified QuickBooks Pro Advisors have the credentials and tools needed to get your accounting processes and software working for you, so that you can get back to running your business.

Whether you’re a longtime user of QuickBooks, or looking to set up a new system, we can help you design and create a system that makes sense for you and your business. Here’s how our QuickBooks services work:

  • Business Process 
    We can analyze your current accounting processes. What is done in QuickBooks and other systems? How can it be made more efficient?
  • System Design/Re-Design 
    With numerous successful system deployments, no job is too small or complex for our team. We can get your system optimized to fit your business processes.
  • Data Conversion
    Our team can assist in converting your existing accounting data from other accounting systems and databases into QuickBooks. We can also convert desktop applications to cloud applications.
  • File Review & Clean Up
    Our team of QuickBooks Pro Advisors can review and clean up your chart of accounts, lists, items, A/R, templates, inventory and more.
  • Inventory 
    We offer a range of inventory services from a full setup to a tune-up. We can also help with manual adjustments, entering or importing products, entering bills and more.
  • Payroll 
    Utilizing Intuit payroll services, our team can assist you with payroll implementation and integration.
  • QuickBooks Apps 
    QuickBooks has many product add-ons for customer relationship management, field service management, inventory, time tracking and more. We can help you determine which add-ons are right for your business by helping you design and implement your tech stack to gain efficiencies and streamline processes.
  • Implementation 
    Whether you need a single-user QuickBooks install or a multi-user enterprise solution, we can help you implement it.
  • Support & Training 
    Once your QuickBooks installation is live, support doesn’t end there. When questions come up, we’re here for high-level technical support, troubleshooting and training.
  • Bookkeeping 
    Having up-to-date financial information is critical for business owners to make decisions. In addition, our accounting services prepare your bookkeeping so that tax returns are streamlined. All allowing you to spend your valuable time in areas that need your attention most. Click here to learn more about our Accounting Services.