If you are considering or presently using QuickBooks, EFPR Group can help you maximize your investment.

QuickBooks Installation, Design and Setup

If you are starting or growing a business, QuickBooks is one of the most reliable and easy to use software products on the market. QuickBooks is cost effective, flexible and can be adapted to a wide range of businesses.

While QuickBooks software was created for non-accountants, receiving the proper training to ensure an effective installation is very important. We find small business owners significantly benefit from the support of an experienced Certified QuickBooks ProAdvisor when setting up their accounting system for the first time.

We will conduct a preliminary discovery meeting to understand your business process, accounting records and any other issues specific to your business operation. Then, we will provide a quote for services so you can make an informed decision. You can be confident that our extensive experience working with hundreds of businesses has prepared us to streamline the installation process so you receive excellent value for your investment. We are pleased to accommodate your schedule and visit your office.

At EFPR Group, we have a team of Certified QuickBooks ProAdvisors to help you transition from your present system to QuickBooks. We will help you:

  • Install the software swiftly and efficiently
  • Customize the chart of accounts
  • Set up customers and vendors
  • Set up on-line banking
  • Set up sales tax codes for proper sales tax reporting
  • Set up suppliers for 1099 reporting
  • Create reports to help manage your business

In addition, you will work directly with a knowledgeable advisor who understands your business process and is committed to your success.

QuickBooks Training

We can train you and your employees to utilize QuickBooks specifically for your business. That training can occur at your office or ours. Our ProAdvisors will structure a training agenda customized for you. We are also ready to answer any future questions as they arise.

Improve Your Accounting System with a QuickBooks Tune-Up

From time to time, you may require some additional help with QuickBooks. Whether you are preparing for year-end taxes, a financial review, or your system has a glitch, a QuickBooks Tune-Up may be in order.

A QuickBooks Tune-Up is a smart and affordable way to manage your accounting records. Keeping accurate records will allow you to make informed decisions and will ultimately save you time and money.

Our QuickBooks ProAdvisors will perform a 4-hour data review to help you identify any issues and to reorganize your bookkeeping system. The Tune-Up will include:

  • A review of your transactions for the year
  • Identification and assistance with stray entries in payroll, sales tax, receivables and payables
  • A review of your QuickBooks chart of accounts and class organization
  • Customized reports
  • A review of account reconciliations

Our Tune-Up is just $295.00

To learn more about our QuickBooks Tune-Up or to establish a monthly, quarterly or annual review to assist in tax preparation, management reports, or just to make sure you are on the right track, please call the office nearest you:

Buffalo/Rochester/Batavia – Patty Vicari: 585-340-5128 (E-mail) pvicari@efprgroup.com
Canandaigua – Eloise Stoutner: 585-340-5115 (E-mail) estoutner@efprgroup.com
Corning/Elmira – Mike Gilly: 607-962-6891 (E-mail) mgilly@efprgroup.com