QuickBooks Evaluation:

We can help give you insight and suggestions into your current bookkeeping processes.   Our service is handled online and consists of a detailed look at setup, classification, accounts payable and receivable, lists, payroll postings and regular entries.  Once completed, our bookkeeping evaluation will be finalized with a telephone and email consultation reviewing the results of our evaluation as well as any of our suggestions. 

QuickBooks Training:

QuickBooks is a popular and intuitive accounting program. At CRM Bookkeeping & Consulting, we offer QuickBooks training intended to ensure our clients know how to set up their file, process transactions, navigate the software and utilize the software to grow your bottom line.  QuickBooks training is available in both online and in-office and is done over a minimum of 2 hours. 


QuickBooks Conversion:

If you are in need of transferring your company file from desktop to online, we can help.  The process to convert and migrate QuickBooks online can be tricky. Requesting a certified QuickBooks professional, like us, will ensure everything runs smoothly and you avoid mistakes. Call us today for a consultation to convert your QuickBooks data.  

29 Clipper Circle, Sandwich MA 02563


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