QuickBooks Setup, Training & Cleanup
Jacobs & Newmark includes an Intuit-certified QuickBooks ProAdvisor and works with clients running QuickBooks Desktop and QuickBooks Online. Engagements range from setting up a chart of accounts for a new business, to training an office manager who inherited the file, to cleaning up several years of miscoded entries so the books can support a tax return or a loan application.
What this covers
- New file setup and chart of accounts design
- QuickBooks Desktop and QuickBooks Online
- Training for owners and office staff
- Cleanup of prior-year records and miscoded history
- Converting a file that has outgrown how it was set up
When people call us about this
- You inherited a QuickBooks file and do not trust it
- The person who set it up is gone
- Reports do not match reality and nobody knows why
- You are starting a business and want the file right from day one
Any of these is a reason to call. We will tell you what the situation actually takes before you engage the firm.
Who handles this
Where this matters most
Closely-Held & Family Business
Wayne I. Jacobs, CPA has over thirty years in public accounting across retail, service, construction, wholesale, and manufacturing, and joined his father Irvin Jacobs, CPA in practice in 1981.
Veterinary Practices
Edward P. Newmark, CPA has more than twenty-five years in the veterinary industry, has worked with dozens of animal hospitals including practice valuations, and is a member of the Veterinary Hospital Managers Association.
Other services
- General Bookkeeping
- Financial Accounting & Statement Preparation
- Reviews & Compilations
- Payroll & Sales Tax Compliance
- Cash Flow Management
- Bank Financing & Lender Reporting
- Strategic Business Planning
- Business Succession Planning
- New Business Formation
- Business & Individual Tax Preparation
- Tax Planning
- Tax Problem Resolution & IRS Representation
Tell us about the business.
A first conversation is about what you run, how the books are handled now, and what prompted you to look. If we are the right firm we will say so, and if we are not we will say that too.
- DuPage County
- Wheaton, IL
106 E Liberty Dr., Suite 201 - Lake County
- Buffalo Grove, IL
100 Lexington Dr., Suite 210 - Hours
- Monday – Friday, 9:00am – 5:00pm