(985) 317-3336 info@cbadvisors.co

Services

QuickBooks Training

We have more than 15 years of experience using QuickBooks and helping small businesses become more efficient. We offer a variety of training options for both QuickBooks Online, Desktop and Enterprise Solutions.  

We offer group training that is designed to help those just starting out – 3 hours of QuickBooks overview and general knowledge, and instruction on the most commonly used tools. The class is limited to 5 trainees at a time.

We can schedule a customized training using your QuickBooks file and your everyday work, and training materials will be designed specifically for your needs. We can train as many employees as you need on-site or up to 5 at our training site.

We offer a support only option for users who are comfortable with QuickBooks, but like the idea of having an expert nearby. You can buy support as you go or unlimited, depending on your needs.

In addition to training, we offer conversion services if you are looking to change software.  

Bookkeeping Services

Our bookkeeping services range from paying bills, invoicing customers, making deposits and balancing the accounts to reviewing the general ledger transactions recorded by your staff and making journal entries. We have more than 17 years of public accounting experience.  

We can review your needs and customize the engagement to provide you the best service possible. We have experience with statewide sales tax, payroll tax returns and payments, licensing reports and much more. Our services are designed to keep business owners informed and able to make efficient business decisions. We do have experience with Sage 50 and Sage 100ERP in addition to QuickBooks.

Office Management

We offer a variety of specialized services assisting business owners to stay on top of deadlines, increase efficiency and productivity and developing office procedures. We can provide offsite receptionist services through The Executive Office, assistance with billing and collections, and conversion to a paperless (or a less paper) environment.

For a complete Cloud-based office, we work with Prytania Cloud Solutions to provide the IT solutions and we can help move you there. For clients that go paperless, we provide retention schedules to make sure nothing is lost in the conversion and shredding options once it is all in place.  

New Business Setup & Planning

The first step to starting a new business is having a plan.  Since no two businesses are exactly alike, neither are the plans.  

We have the resources to help you set up your business unique to you. From branding to licensing, getting tax ID numbers and operating agreements, we have the experience to set your business on a strong foundation and move you into the local community with confidence.

You are passionate about your business and we are passionate about your success. Our business advisory team has proven success working with business owners just like you. The consultation is free and confidential.