QuickBooks Services

As a Certified QuickBooks® ProAdvisor, assistance is available to ensure you are getting the most out of your QuickBooks accounting software. From setup, training, ongoing maintenance and tailoring specific business process needs into the QuickBooks system, services are available to meet your needs. This level of assistance also helps clients maximize financial and reporting performance within QuickBooks.​

An additional part of the QuickBooks service offerings is review of your small business bookkeeping. This review is done at regular intervals to ensure your accounting records are accurate and to keep ahead of any potential financial or tax problems. Anytime questions are asked or advice is needed for important business decisions, your QuickBooks file will be more useful in making more informed and timely decisions.


Expert advice is a click away.

A QuickBooks Certified ProAdvisor is ready to assist you with your QuickBooks needs.

Examples of QuickBooks services are listed below, but not limited to:

  • Selecting the correct QuickBooks version
  • Company file setup and security
  • Format financial statements and reports
  • Payroll setup, maintenance and review
  • Train company personnel with QuickBooks
  • Setup/Preparation of sales tax reports
  • Inventory Setup
  • Purchase & Sales Order Setup
  • Custom Reports
  • Ongoing Technical Support

Client business types currently supported on QuickBooks by Steven M. Phelan, CPA, PLLC:

  • Construction Related Businesses
  • Non-Profit Organizations
  • Individuals
  • Associations
  • Real Estate Management/Rental
  • Internet Sales
  • Churches
  • Daycare Centers
  • Oil & Gas
  • Professional Service Companies