QuickBooks

"As a QuickBooks Certified ProAdvisor, we can manage complex business financials for any company in any industry or if your finance team just needs advanced guidance, we can give that too."

Let us do it!

Let us keep your books and records up to date using Quickbooks! It can not only save you time and frustration, it can also allow you to focus on what you do best, your business! Plus, with our significant business advisory experience, we have the ability to make your financials work for you, not just be a headache needed for taxes.

In-Depth Expertise

These days, understanding how to best use QuickBooks has grown into its own set of skills apart from traditional bookkeeping experience. Even the best bookkeeper must spend extra time getting to know how to use QuickBooks in order to enter all of the transactions most efficiently and accurately.

We've gathered our QuickBooks knowledge across multiple years, multiple versions, multiple companies, and multiple industries. We can take all of the great ideas we see at training conferences and apply them to help you get your accounting done more effectively.

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

Costly QuickBooks Mistakes

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:

If you have account balances or financial statements that don't make sense.
If your CPA or tax preparer says your file needs to be cleaned up before they can do your taxes, and you don't know what to do.
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. That's why we offer a data file analysis when you first come to us. That gives both of us a list of action items that we can work from to help you locate trouble spots, get them corrected, and get your bookkeepers trained to enter the data correctly and keep it clean.

Do it Yourself (DIY)

When it comes down to it, most people end up letting us do it for them, but if you're a do-it-yourselfer, there are many ways to learn QuickBooks:

You can purchase a book.
You can take a course.
You can hire us for one-on-one customized training.
You can wing it and try to figure it out on your own.

In most cases, trying to learn it on your own, ends up costing you more in the long-run.

By far, the most time- and cost-effective way to learn QuickBooks is to hire a QuickBooks trainer that is certified in the software. And that's what we do.

With our QuickBooks knowledge, gathered across multiple years, multiple versions, multiple companies, and multiple industries, we'll help you speed through your learning curve so you can be productive fast.

We can tailor a training session to your exact needs. We won't spend time on what you already know; we'll cover the gaps you need filled in to help you use the software in the most effective and efficient way for your business.

Will Travel

We can come to your office (within 100 miles) and sit with you as you learn the software.

Or we can avoid the travel expenses, log in to your computer remotely so we can see the screen as you type, and provide a remote training session that is just as customized as the one we'd conduct at your office. Technology is amazing, and will help you keep your training costs low.

Hire an Expert

Whether we do it all or help you and your team stay on track, having Eddleman Accounting on board will save your organization time and money. Ultimately, this helps you not only understand what the true bottom line is, but also helps you add to it.

At Your Service

Accounting

Bookkeeping and General Accounting

Our general ledger and bookkeeping services will get your recordkeeping in order. Generally, our clients see improvements in the bottom line with our accounting because we not only keep your books in order, but also have the expertise to help you analyze what they mean to improve your business. Learn more . . .

Controller Services

Payroll Services

Your staff is the lifeblood of your organization, but making sure they get paid on time is only a small part of payroll implementation. Failure to timely and properly make payroll tax payments is one of the top reasons businesses become insolvent. And, we have the expertise to do more than just process your payroll and payroll tax; our comprehensive business background means we can help guide you on how to optimize your payroll expense to achieve more, answering questions such as: Is your payroll expense reasonable for your type of business? Should I give bonuses or raises? How can I implement retirement or insurance benefits with the biggest bang-for-the-buck? Learn more . . .

Quickbooks

Tax

Business Advisory

Business Accounting and Tax

As Certified Public Accountants, we can help you with all aspects of your business accounting from Bookkeeping and General Accounting to Controller Services, Payroll Services, QuickBooks, and Tax. In fact, we have an entire division that deals with solely accounting and tax. Learn more . . .

Business Formation

Business Planning

Business Sale or Transition

Employer Retirement Plan Implementation

We have significant experience with the implementation and management of various employer retirement plans. Whether you are a sole proprietor or have a team of hundreds, we can help you select the right plan for your company and implement it. We’ve advised and managed plans including 401k, SIMPLE, SEP, and more. We were working under the new ERISA fiduciary rules years before they were required. Furthermore, we can educate you on any potential liabilities you may have as a plan sponsor, how to limit those liabilities, and even help educate you and your employees on individual investment selection.

Financial and Estate Planning

Asset Management

For many firms, asset management and investment management are synonymous terms, however, for Eddleman clients, asset management means we consider and advise you on liquid investments and other items of monetary value, considering both simultaneously. What does that mean? It means when advising you on your IRA investments, we also consider the 401k at your current employer as well as the real estate you inherited from your parents, and the small business that you own.

Financial Planning

Most people have dreams for the future and for many of those dreams, their accomplishment is at least influenced if not completely determined by financial decisions. Financial Planning means understanding where you are today and where you want to be tomorrow and then helping you to chart a course to get there. It’s much more than just stacking the money as high as possible. It’s about making tough decisions such as whether to pay of the house early and how that may impact both your retirement and funding the kid’s college.

Retirement Planning

Retirement Planning is really very different for everyone. For some, retirement means not working at all. However, for most, even those with the financial ability to not “have to” work, retirement means having the ability to do what you want, when you want. That may be taking a trip with the grandchildren, opening that small business you always dreamed of, perhaps even working when you want, and doing what you love regardless of the pay.

Wealth Management

You’ve worked hard, saved, invested, and realized the financial success of the labor and planning. Now, you need an advisor who can make sure the wealth you’ve established has the best opportunity of doing its job. Perhaps you’re concerned with how to establish the same ethics in the next generation before handing the assets over or maybe you’re unsure whether to just donate those funds or establish your own foundation. Whatever your dream for your wealth, we understand there’s a lot more to wealth management than balancing risk/return, cutting checks, and minimizing taxes.

Risk Management

Managing risk is much more complex than most people realize and plays a much more central role in reaching financial objectives than most realize. And, whether you realize it or not, you take risk every day with your finances and other parts of your life.

The first step to managing financial risks with both your investments and other aspects of your finances is understanding what those risks are and then deciding whether those risks can/should be eliminated, avoided, minimized, or mitigated. We have extensive experience in helping you analyze and manage investment risk. Furthermore, we don’t sell insurance because we prefer not to interject bias into our advice, however, we have significant knowledge and understanding of insurance should you wish to consider using it to mitigate certain financial risks. Finally, we understand the more complex aspects of risk management with techniques such as corporate formation.

Real Estate and Hard Asset Advisement

No, we don’t sell or broker real estate or other hard assets, but our significant knowledge of real estate management and disposition can help you. And, unlike so many other advisors today who primarily focus on liquid assets, we’ll advise you regarding other hard assets such as the precious metals, Gold and Silver. We’ve even helped our clients with valuable collectibles like art and cars. And, while we don’t appraise such assets, there’s much more to disposition of these assets than finding the top bidder.

Investment Advisory

Investment Management

We understand that managing your liquid investments is as much about managing your risk as it is about optimizing your return. We manage client investments such as stocks, bonds, mutual funds, ETFs, REITs, and other holdings solely in a fiduciary capacity.

Account Types

Investment Types

Medallion Signature Services

Taxable Accounts

Rollovers

IRAs, ROTHs, 401ks, 403bs and even annuities are just a few of the many tax advantaged opportunities for long-term investing that we have rolled over and managed for clients. We have extensive experience in not only managing the underlying assets of these types of accounts, but also optimizing the tax benefits. With a CPA on staff, we can help you wade through the many options to better understand the advantages and disadvantages of these various strategies.

Tax

Business Tax

Businesses pay an amazing number of and amount in tax and unfortunately, simply earning the money to pay all those taxes is not enough. Missing a tax deadline or just failing to realize that a certain tax exists gets many a business into financial trouble with penalties, interest, and just trying to catch up. Let us handle all the deadlines and calculations while you focus on the success of your business. And, who knows, we might even find a place or two to help reduce some of those taxes.

Estate Tax

The estate tax is less of an issue than it once was with the new higher federal exemptions. However, that is little consolation to you if you are over the exemption limit. Furthermore, one must be aware and careful regarding each state’s estate tax. Changing where you call home can certainly have an impact for beneficiaries of your estate. If you think estate taxes might be an issue, we’d be happy to help you evaluate considerations that may influence the impact of this tax.

Income Tax

Tax Planning

Tax Return Preparation

Tax Services

Venture Capital

Venture Capital

If you’re an accredited investor looking for unique opportunities and don’t mind the risk, we’d be happy to help walk you through the often challenging landscape of Venture Capital and Private Equity investment, whether it’s the Eddleman IMPACT Fund or another offering you want us to complete due diligence upon. And, if you just want to understand more about what venture capital is, we’d be happy to help you with that too. Learn more . . .

Eddleman IMPACT Fund

Eddleman Real Estate Fund

Complimentary Consultation

Give us a call at 731-554-2408 or email us at info@eddleman.biz to find out more or to set up your complimentary consultation.