 
What Accounting programs have you used?
QuickBooks, Excel, Peachtree, American Business Systems
Do you do Taxes?
No, but I can prepare the necessary paperwork needed to give to your Tax Accountant, so they can file your returns.
Do you do Payroll?
No, But I can help you to set up payroll and refer you to affordable options.
I am starting a new business and do not understand what I need to do to comply with all the employer taxes and self employment taxes. Can you help me with that?
Yes, I can help you to obtain the proper identification numbers and set up all filing requirements. I can train you to fill in all the forms yourself, or help you to find appropriate software or outsourced options.
I just purchased QuickBooks but haven’t even opened the box.
Will you install it, set up my data file and teach me to use it properly?
Yes, and congratulations for asking for help when you need it! I have done some installations and custom set-ups in as few as 3 hours, more complicated businesses may take up to 12 hours.
I am a business owner that uses QuickBooks but do not understand what reports I should be using and how to interpret them. Can you explain the reports?
Yes, QuickBooks offers many predefined reports that can be very helpful if you know what they mean. In addition, we can create some customized reports for your specific needs.
I know something is wrong with my QuickBooks data, but cannot figure out what I’ve done. Can you help me?
Yes, with my 20 years of experience in small business accounting, I have seen just about everything and haven’t been totally stumped yet. In fact, I welcome the challenge!
How far will you travel to meet clients?
I usually meet clients at their place of work so that all the necessary source documents are available. However, I also meet clients at my home office in Mashpee. I can also help using remote access service. I will travel from Yarmouth to Wareham and both islands. Travel that takes me over 30 minutes in one direction will be charged at half my hourly rate.
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